stocksbrew vs Morningstar

Morningstar publishes analyst research: fair value estimates, moat ratings and fund data. stocksbrew has no analysts. It gives a rule-based call on each stock it covers and a daily briefing on the ones you follow. For long-term fundamental research on a company, Morningstar goes deeper. stocksbrew is free to read, and Pro is $19 a month or $190 a year. We could not read Morningstar's current prices from its own site, so this page quotes none: check its pricing page. Where stocksbrew falls short: it has no analysts, no fair value estimates, no moat ratings and no fund research.

Written by stocksbrew · desk research from official pages · no affiliate links · Morningstar prices not checked

On this page5 sections
  1. 1Who each is for
  2. 2Side by side
  3. 3Where each is stronger
  4. 4A week with stocksbrew
  5. 5Questions

Who each is for

stocksbrew fits when
You want a daily check on what changed for the stocks you follow.
Morningstar fits when
You want analyst research with fair value estimates and moat ratings, and fund analysis.
Using both
Use the stocksbrew briefing day to day. Read Morningstar's analyst report when you are deciding on a position.

Side by side

stocksbrewMorningstar
Research typeRule-based calls and model-written reads from dated sourcesAnalyst research
CoverageSeveral hundred US-listed stocksStocks and funds. See its site for the list
Fair valueNone. The report shows multiples and P/E against the stock's own historyAnalyst fair value estimates
Moat ratingsNoneWide, narrow or none
Portfolio analysisAllocation, concentration and performance against the S&P 500See its site
PriceEvery stock report and call is free to read. Free covers 3 stocks in full. Pro is $19 a month or $190 a yearWe could not read Morningstar's current prices from its own site, so this page quotes none: check its pricing page.

Where each is stronger

Morningstar

  • Analyst research with a published method
  • Fair value estimates
  • Moat ratings
  • Fund and ETF analysis

stocksbrew

  • A daily briefing about your own stocks, ordered by what needs you
  • A call on each covered stock with its reason and date, free to read
  • Fund, Congress and insider filings measured from the day they became public
  • Email alerts on price levels, zones and changed calls (Pro)

A week with stocksbrew

  1. 01

    Each market day: read the briefing

    Open the briefing. It lists what needs you first, then smaller updates, then what is coming up, then the names where nothing happened.

  2. 02

    When a stock needs a decision

    Read the stock report for the call and its reason. Read Morningstar's analyst report for a fair value view.

  3. 03

    Now and then: look at the whole portfolio

    Portfolio analytics shows allocation, concentration and how your holdings did against the S&P 500.

Questions

Is stocksbrew a replacement for Morningstar?
No. Morningstar publishes analyst research. stocksbrew publishes rule-based calls and a daily briefing. They answer different questions.
Does stocksbrew have fair value estimates?
No. It shows valuation multiples and where today's P/E sits against the stock's own history.
How much does each cost?
stocksbrew is free to read, Free covers 3 stocks in full, and Pro is $19 a month or $190 a year. We could not read Morningstar's current prices from its own site, so this page quotes none: check its pricing page.

More reading

Found something out of date? Tell us with the official page that shows it. All comparisons.

After hours

That's a wrap.

17hrs08min01sec

Market opens Friday, Nov 13 at 9:30 AM ET