Morningstar Equity Consensus Estimates and Recommendations

Packages in the Consensus Estimates and Recommendations category take underlying forecasts from brokerage houses and equity research firms, to calculate consensus values to give insight into the expected future performance of listed companies. These consensus values are recalculated each day.

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# Packages

## Consensus Estimates

Delivers statistical aggregations of sell-side analyst forecasts for key financial metrics at the company level. Each record provides the mean, median, high, low, standard deviation, and number of contributing estimates for a given metric, company, and fiscal period. Supported metrics include ReportedEPS, AdjustedEPS, Revenue, EBITDA, NetIncome, CashFlow (operating), DPS, NAV, TargetPrice, and EBIT — covering the core inputs to DCF models, relative valuation, and dividend discount frameworks. Multi-period coverage (current quarter through two fiscal years forward) enables construction of earnings revision time series and forward-looking growth estimates.

Datasets:

- Consensus Estimates

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## Consensus Recommendations

Provides the distribution of sell-side analyst investment recommendations for each covered security. Each record reports the count of analysts rating the stock as buy, outperform, hold, underperform, or sell, along with a no-opinion count and a computed mean recommendation score. This enables quantitative tracking of sentiment shifts, contrarian screening (e.g., identifying stocks where consensus has moved from sell to hold), and aggregation into sector-level or market-level sentiment indicators.

Datasets:

- Consensus Recommendations

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*How to Get Access:*

*1. Select 'Request' on the listing page*

*2. Include your name, company, email, and a brief message describing your use case*

原始信息汇总

Morningstar Equity Consensus Estimates and Recommendations 数据集概述

数据集名称

Morningstar Equity Consensus Estimates and Recommendations

数据集提供方

Morningstar

数据集概述

该数据集提供来自经纪公司和股票研究机构的底层预测，计算共识值，以洞察上市公司的预期未来表现。这些共识值每日重新计算。

包含的数据包

共识估计 (Consensus Estimates)

提供卖方分析师对公司层面关键财务指标预测的统计汇总。每条记录为给定指标、公司和财年期间提供均值、中位数、最高值、最低值、标准差和贡献估计数。

• 支持的指标：ReportedEPS, AdjustedEPS, Revenue, EBITDA, NetIncome, CashFlow (operating), DPS, NAV, TargetPrice, EBIT。
• 覆盖范围：涵盖现金流折现模型、相对估值和股息折现框架的核心输入。
• 时间覆盖：多期间覆盖（当前季度至未来两个财年），支持构建盈利修正时间序列和前瞻性增长估计。

共识推荐 (Consensus Recommendations)

提供每个受覆盖证券的卖方分析师投资推荐分布。每条记录报告将股票评级为买入、跑赢大盘、持有、跑输大盘或卖出的分析师数量，以及无意见计数和计算出的平均推荐分数。

• 应用：支持情绪变化的定量跟踪、逆向筛选（例如，识别共识已从卖出转为持有的股票）以及汇总为行业或市场层面的情绪指标。

业务需求应用场景

• 资产估值：投资决策与阿尔法生成、估值与建模。
• 盈利修正动量筛选：系统跟踪共识每股收益和收入估计的向上和向下修正。
• 前瞻盈利收益率：构建前瞻市盈率、市盈增长比率和横截面相对价值排名。
• 股息预测：为以收入为导向的投资组合构建提供市场隐含的未来股息流视图。
• 分析师情绪分歧分析：通过估计的标准差和推荐分布的广度揭示分析师对股票前景的分歧程度。
• 目标价格上行/下行筛选：将共识目标价格与当前市场价格进行比较，提供上行/下行指标。

技术详情

• 更新频率：每日
• 时间覆盖范围：2010年1月1日之后（按日）
• 地理覆盖范围：英国、加拿大、美国（按国家）
• 云区域可用性：支持AWS的多个区域（例如非洲开普敦、亚太雅加达、亚太孟买、亚太大阪等）。

获取方式

1. 在列表页面选择“请求”。
2. 提供姓名、公司、电子邮件以及描述用例的简要信息。

联系信息

• 销售：[e-mail]
• 支持：[e-mail]

分类

• 资产估值
• 金融