4 financial ratios every investor should know

4 financial ratios every investor should know

August 22, 2026 · 14 min · Season 7 · Episode 34

About this episode

The episode discusses four essential financial ratios that investors should know to assess risk in their portfolios.

Use these ratios to understand risk in your portfolio when you're conducting reviews. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Mark, Shani

Topics covered

Mentioned in this episode

Organizations: Morningstar, Acast, Amazon, Booktopia

Books & works: Invest Your Way

More episodes of Investing Compass

Explore listener stats, chart rankings, contacts and more on the Investing Compass podcast page.