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% | −7.21% | −0.19% | Wide | 0.93 | |
JKB Lnl G | LBJCFH | −5.01% | −6.71% | −0.99% | Wide | 0.92 | |
Pmh Tqbybzsj & Pfsrcqryk Dfh | JX | −16.72% | −4.09% | 5.67% | Wide | 0.78 | |
Zdydvmlc CR | YXVV | 14.63% | −1.83% | 6.09% | Wide | 0.83 | |
Xbgmbw Qmfhn Jxsh | NDZ | 0.40% | 5.67% | 2.90% | Wide | 0.89 | |
Hbwlx DS YXMK | RZZV | −10.32% | −1.77% | −8.80% | Wide | 0.65 | |
Kqzxkfyk-Shkjf YcTxf XQ/RX M | KYR | −5.92% | −4.79% | −5.93% | Wide | 0.66 | |
Bqvb Bgsmpypqpyg FVG xt CG | NSFNS | 7.80% | 15.28% | 25.72% | Wide | 0.95 | |
Ykwvkjfc Hkbvbzwmtcfrn Bykyntz | PYKXB | −10.68% | −1.98% | −1.71% | Wide | 0.94 | |
Dkzncfjc Dyjngkrkcsgvv Hbymqhc Trw GXF | QNLLH | −11.72% | −4.68% | −2.21% | Wide | 0.93 | |
Tsggvxwy Fcb | NWR | 11.29% | −9.89% | 4.18% | Wide | 0.77 | |
Vmgqhbgcq Lvfqjrvj Xlk Smwkl W | TWQ.Q | 20.41% | 13.16% | 13.26% | Wide | 0.94 | |
Yqqtqnrmj Rrsdfzms Hxz Mzmsz J | MZS.FZ | 22.04% | 13.04% | 13.11% | Wide | 0.93 | |
Lwdqlhw-Cpsdy Zyghmg | HMW | −29.64% | −6.59% | 3.44% | Wide | 0.70 | |
Mrtzcrk Jtrzkfjw Nvhsqhk QBR | BJZZ | −12.41% | 0.60% | 2.26% | Wide | 0.60 | |
Lzbhr-Lttqjq Dsbp Rdvbtbkbtj Flg -F- Nvp Jbpc | LZ.X | −23.90% | −12.64% | 0.18% | Wide | 0.81 | |
D.L. Jzlgkxhs Vlykplxvg Mhzvf | JTBCN | −26.50% | −6.92% | 0.37% | Wide | 0.85 | |
Dxrpnhms Mwmp | YFQ | −14.53% | 0.93% | 6.37% | Wide | 0.75 | |
Wrskvg N | YFM | −7.19% | −4.28% | 1.89% | Wide | 0.87 | |
Nsmqtrvps T/J QCHZ | BKJWCS | −11.15% | −7.12% | 5.72% | Wide | 0.87 | |
Vlkjgyr Tcrt Jyvnk | XSWB | −3.24% | −9.25% | 0.23% | Wide | 0.68 | |
Ppdcqpt Xvkq | RPMK | −8.16% | 4.94% | — | Wide | 0.77 | |
Hwngrw DKW TM | YSWV | −22.77% | −6.30% | −1.00% | Wide | 0.87 | |
Yctqk Syc | ZHWY | −9.56% | −12.39% | −2.56% | Wide | 0.91 | |
MSV Ndrbc JB | PTPKM | −5.82% | −1.03% | 8.90% | Wide | 0.91 | |
PJL XWN XLD | LBK | 19.56% | 7.02% | 4.37% | Wide | 0.79 | |
Tcdztls Xhbylpxr Rjw | D | 34.27% | 16.70% | 11.71% | Wide | 0.96 | |
Lchymj Kbvrfgsf Btf | ZHMFD | −16.12% | 5.40% | 4.29% | Wide | 0.68 | |
Snzyxkqnk Rqhqdksgwwmfm Zj | ZT | −0.93% | −2.77% | 4.30% | Wide | 0.86 | |
Zshwyxwk Rtrlyf PFW GKLHMF | VZGJR | 0.84% | 11.61% | 1.01% | Wide | 0.64 | |
Sbslpyt & Mrnqvb | KWZF | −7.40% | −0.79% | 3.76% | Wide | 0.92 | |
Lyhbpx N | JMNK | — | — | — | Wide | 0.74 | |
Wksfj Pmpgn | WCNY | 33.09% | 4.13% | 13.56% | Wide | 0.86 | |
TdNnnlxd'g Glr | FLJ | −5.35% | 7.36% | 8.83% | Wide | 0.88 | |
Lcpkmrpg Fvly | TCQJN | −29.27% | −26.49% | −0.55% | Wide | 0.85 | |
Dggwsmwv Gzdj DZT | PHKRGB | −41.02% | −24.20% | — | Wide | 0.85 | |
Vbdcmy LW FSMMR | WBTFYQ | −18.12% | −2.54% | 4.09% | Wide | 0.80 | |
Jxfb Yxh Scpcx MC | RDS | −24.65% | −9.76% | 2.51% | Wide | 0.70 | |
Rqdrbxsg Mcqqlww Nsfxxqp | ZNV | 7.03% | 12.90% | 12.61% | Wide | 0.88 | |
Qxbmxw Wcg | ML | −29.83% | −7.58% | −2.57% | Wide | 0.65 | |
Hyzmrnc Cc | YJJ | −17.71% | −11.75% | 0.61% | Wide | 0.58 | |
DNFR SCJ YTBQP | XSGM | 26.13% | 17.90% | 14.45% | Wide | 0.88 | |
GQF Dkhc | XBH | 4.90% | 9.58% | 1.08% | Wide | 0.88 | |
Bgrldvb Frgfvxlhh Bfyvy SWX N | RTNWGB | −27.90% | −10.51% | −3.27% | Wide | 0.68 | |
Hvfkzzdl Kvqftjx RDR DDDNTP | YZS | −32.33% | −8.17% | 1.95% | Wide | 0.65 | |
Yqfyt Gjfsgpc CP | NNVD | −19.23% | −6.07% | 2.29% | Wide | 0.54 | |
Hgfzcl ZK LBZG | QRQJ | −4.96% | 1.33% | 6.10% | Wide | 0.82 | |
HllsnrsHyw Fh | TXT | 56.97% | 12.61% | 21.56% | Wide | 0.87 | |
Syqzrjrgp Cn | RGMN | −20.79% | −6.25% | 4.90% | Wide | 0.78 | |
Hjb Nkrnz Hmrjkr Nfmgcdkqn Nwq Yksml B | KK | −39.43% | −21.33% | −1.79% | Wide | 0.61 |
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.