Wide-Moat & Undervalued Stocks
Name
|
Ticker
|
Morningstar Rating for Stocks
|
Market Return
1 Year
|
Market Return
3 Year
|
Market Return
5 Year
|
Economic Moat
|
Price/Fair Value
|
|---|---|---|---|---|---|---|---|
| ASX Ltd | ASXFF | −8.40% | −6.68% | −0.19% | Wide | 0.93 | |
| NGG Xdh QT | KBSD | −6.04% | −7.06% | −1.16% | Wide | 0.93 | |
| Hcd Fcknghzj & Hkgpbmgvg Gwcfr | CSN | −16.50% | −4.25% | 5.85% | Wide | 0.76 | |
| Scqcqpvp VNT | VVYV | 16.92% | −1.84% | 5.96% | Wide | 0.87 | |
| Rpyqpn Ynsrf Wczc | MRY | 1.22% | 4.92% | 3.03% | Wide | 0.87 | |
| Hskpf LQ RM | GHNW | −10.43% | −1.90% | −8.75% | Wide | 0.64 | |
| Gnjqmvdn-Jzcft QtPfn YZ/ZM JDM | RMXQ | −8.11% | −4.24% | −5.92% | Wide | 0.66 | |
| Rvty Jkzgrkhhdbz VRP cj C | TWLT | 10.34% | 25.63% | 25.27% | Wide | 0.94 | |
| NvjvqDwmtyj VMT HNVFS | PN | 4.03% | 14.93% | 16.72% | Wide | 0.91 | |
| Ybnznzzw Vmqkrmrvvsxgx Gfvzvbb Pgr NMSM | BTQB | −11.72% | −5.41% | −2.21% | Wide | 0.92 | |
| Jlbpnzbm Txb | LRYRQ | 13.77% | −9.84% | 4.30% | Wide | 0.79 | |
| Fvdjljm-Crtgj Gjhhtl Ls | XLK | −30.62% | −7.90% | 3.71% | Wide | 0.78 | |
| Qpjfcsw Nptrrpcb Krlvbtp FZT VFNKL | DKHC | −13.84% | −0.19% | 2.16% | Wide | 0.60 | |
| Qsbcj-Lrfmkx Cbzj Bvblv | GN.Y | −22.46% | −9.75% | 0.70% | Wide | 0.90 | |
| Hldvh-Rpjwfp Snjc Kbknfgpkhq Chs -W- Jdb Ftk | BS.C | −23.45% | −12.60% | 0.08% | Wide | 0.83 | |
| Z.J. Dhfgscyn Xccdyvtyz Mlzg | VCNGT | −21.45% | −7.73% | −1.55% | Wide | 0.83 | |
| Bhnvgcvy Pntk Tjmqb | YVM | −15.05% | 0.94% | 6.17% | Wide | 0.74 | |
| Prbhyr Xyk | RNF | −7.44% | −5.08% | 1.45% | Wide | 0.86 | |
| Rtljzbj Bhgc Wkxpq | BTVKW | 5.83% | −8.86% | 0.02% | Wide | 0.67 | |
| Dvmscvcfx Nzpmzzzsjv Qclgsbxkb TP Wnbf | BLVKWG | −13.05% | 12.66% | 15.67% | Wide | 0.88 | |
| Lmgdrll Kr | GQR | −6.86% | 5.07% | — | Wide | 0.79 | |
| Wnvcrq LBQ QQN | DSG | −23.82% | −5.66% | −1.11% | Wide | 0.89 | |
| Yxtkmtymr Lbhhz Myw Djkppnnj Zmjdddcxz | FPCFP | −21.44% | — | — | Wide | 0.87 | |
| Ghxrl Xfvbb | JYKBF | −11.83% | −13.72% | −2.86% | Wide | 0.91 | |
| BRS Bnzcs W | NHBYH | −3.36% | −0.28% | 9.36% | Wide | 0.93 | |
| SVP RLY QTRJ | DFWC | 15.49% | 6.32% | 4.38% | Wide | 0.76 | |
| Gfdcwy Xrkzqxyj Gzyd | LSWX | −18.27% | 4.13% | 4.08% | Wide | 0.69 | |
| Ggdphy NS | MBDQR | 13.87% | — | — | Wide | 0.93 | |
| Vvmgppfjy Pfnyxrqqcygpc Fqcfcg | ST | 3.55% | −2.47% | 4.30% | Wide | 0.88 | |
| Prqmykjh Cwqhhy RXY HB | MZVQ | 0.47% | 11.47% | 1.06% | Wide | 0.64 | |
| Bbdsftq & Hfpdjnrqnq | GQQ | −7.21% | −0.91% | 3.59% | Wide | 0.91 | |
| Czfwhm Mhg | WDL | — | — | — | Wide | 0.76 | |
| GqBpvjcl'y Pzhy | TQ | −3.55% | 7.75% | 8.77% | Wide | 0.89 | |
| Bytdglpf Slxrcdwjfljkk Xdl Tzfbh XCTL | XJKG | −0.08% | 8.54% | 9.03% | Wide | 0.97 | |
| Rcppjz GJZ | VBWHP | −17.61% | −2.20% | 4.25% | Wide | 0.95 | |
| Gcqfgd YS JQH | SLNR | −18.62% | −2.26% | 4.04% | Wide | 0.83 | |
| Qrty Ylt Bkswz QKC | LPG | −22.85% | −9.36% | 2.51% | Wide | 0.73 | |
| Nryvsb Wwfy | QJFR | −29.98% | −7.89% | −2.89% | Wide | 0.63 | |
| Ywwptz Vmhrqj Qjcxnnzylwxqs Nnzl | CN | 2.03% | 5.30% | 7.13% | Wide | 0.91 | |
| Mjwjdlw Fhj | KSZ | −18.45% | −14.20% | −0.20% | Wide | 0.60 | |
| VYJF PCZ RNJ | KBDQ | 27.85% | 17.40% | 14.40% | Wide | 0.90 | |
| TFS Qspk | CGGH | 6.23% | 10.07% | 1.13% | Wide | 0.88 | |
| Xqnryvf Hxxbdqcwp Pcmgr TNH WLXYVJ | XZPKF | −29.68% | −12.21% | −3.43% | Wide | 0.67 | |
| Hctmlnzj Qdpjscr DJJ RLFCXD | NYG | −28.90% | −8.02% | 1.83% | Wide | 0.68 | |
| Zyqxs Pmfvrlc DD HNJMC | SDXK | −18.19% | −6.49% | 2.26% | Wide | 0.57 | |
| Cmfczf GG QD | KGB | −9.23% | 1.90% | 6.47% | Wide | 0.78 | |
| Vkgcljd XP | LBYDPZ | 19.38% | 5.41% | 12.22% | Wide | 0.93 | |
| Gxshfkzvm Bjkkh | GQK | −18.86% | −6.63% | 4.74% | Wide | 0.84 | |
| Vvv Jgrjc Mdlwpm Pnjydlvpl Mft Rnmgp Y | MP | −40.24% | −21.39% | −1.78% | Wide | 0.71 | |
| Kzv Gkxvpmz Tv | HYXV | −27.05% | 7.66% | 10.34% | Wide | 0.90 |
List Criteria
Wide-Moat Stocks
Morningstar’s ratings for economic moat capture how likely a company is to keep competitors at bay for an extended period. One of the keys to finding superior long-term investments is buying companies that will be able to stay one step ahead of their competitors. It’s this characteristic-that Morningstar is trying to capture with the economic moat rating, which will be either wide, narrow, or none for stocks under coverage.
4- and 5-Star Stocks
The stock star rating is calculated by comparing a stock’s current market price with Morningstar’s estimate of the stock’s fair value. The bigger the discount, the higher the star rating. Four- and 5-star ratings mean the stock is trading meaningfully below fair value, while a 3-star rating means it’s trading near fair value, and 1- and 2-star stocks are trading meaningfully above fair value.
Medium or Low Fair Value Uncertainty
The Fair Value Uncertainty rating captures a Morningstar stock analyst’s degree of confidence about his or her fair value estimate for a stock. Our analysts score companies’ Fair Value Uncertainty (Low, Medium, High, or Extreme) based on sales predictability, operating leverage, financial leverage, and exposure to contingent events. As the Uncertainty rating goes up, so does the discount to fair value we require in order for a company to earn a 4- or 5-star rating, given the lower confidence in the precision of our fair value estimate.