Grades

Financial Health Grade

Unit: Grade

The Financial Health Grade from Morningstar based on Financial Leverage (assets/equity) from the most recent quarter’s balance sheet, cash on the balance sheet, cash flows, and free cash flows and its trend.

Financial Health Industry Grade

Unit: Grade

The A-F grade of a company’s financial health versus that of its industry peers. Companies with the lowest Financial Leverage, highest Cash Flow Coverage, and highest Cash as a % of Total Assets will have a grade of A.

Financial Health Sector Grade

Unit: Grade

The A-F grade of a company’s financial health versus that of its sector peers. Companies with the lowest Financial Leverage, highest Cash Flow Coverage, and highest Cash as a % of Total Assets will have a grade of A.

Growth Grade

Unit: Grade

The Growth Grade from Morningstar based on historical sales growth, year-by-year sales growth over the past 5 years and its growth trend.

Growth Industry Grade

Unit: Grade

The A-F grade of a company’s 3 year revenue growth versus that of its industry peers. Companies with the most growth will have a grade of A.

Growth Sector Grade

Unit: Grade

The A-F grade of a company’s 3 year revenue growth versus that of its sector peers. Companies with the most growth will have a grade of A.

Profitability Grade

Unit: Grade

The Profitability Grade from Morningstar based on average level of a company’s returns on capital over the past 5 years, its capital return trend and consistency.

Profitability Industry Grade

Unit: Grade

The A-F grade of a company’s profitability versus that of its industry peers. Companies with the highest Return on Assets and Return on Equity values will have a grade of A.

Profitability Sector Grade

Unit: Grade

The A-F grade of a company’s profitability versus that of its sector peers. Companies with the highest Return on Assets and Return on Equity values will have a grade of A.