How to Use Morningstar to Evaluate a Stock

Not sure whether to purchase single stock or a mutual fund? Are you looking for a stock that has a socially conscious foundation? Let’s start off with a great place to learn about the fundamentals of stocks.

Instructions

1. Go to the Morningstar website.

2. Enter a ticker symbol in the menu box that says “quotes.”

3. Click on the stock chart to view the interactive graph.

4. Click on financial statements in the left column to view cash flow and balance sheets.

5. Figure out what you are looking for. Are you interested in earnings or stock price?

6. Review the number of outstanding shares. This is an indication of performance and future stock price.

Tips & Warnings

• Consider consulting a professional adviser for final decisions.