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
|
---|---|---|---|---|---|---|---|
Air Products & Chemicals Inc | APD | −4.18% | −2.76% | 6.51% | Wide | 0.83 | |
Ygwgxflm HB | JQKJL | 18.64% | −1.77% | 6.16% | Wide | 0.88 | |
Qnrtd WP MTQKR | KDTSZ | −13.57% | −5.77% | −6.34% | Wide | 0.66 | |
Lcckhzwv-Cdxfd GmYwd PS/BS BCVZ | TDCY | 12.82% | −3.16% | −3.34% | Wide | 0.73 | |
Hbxvmfkb Vddgxjxzdgbzk Jhbbjgw | HXZFK | −11.85% | −3.80% | −1.60% | Wide | 0.94 | |
Dgddtrdr Whwnrfprhpchs Tcyjghw Bwh TGGMSN | PHSBYQ | −16.36% | −5.05% | −2.47% | Wide | 0.93 | |
Mnkyyyxp Pkjkw | XGRXH | 14.06% | −7.40% | 4.52% | Wide | 0.80 | |
Hfghlstyd Fksslghd Dzf Qzmdz | TLH. | 25.37% | 12.65% | 15.21% | Wide | 0.98 | |
Swlfszwyb Fjyqtqvk Prl Qvvjh R | KFD.SG | 27.60% | 12.43% | 15.09% | Wide | 0.97 | |
Lyhsshy-Fzpfx Hrxrhd | DGDX | −31.22% | −7.61% | 3.27% | Wide | 0.70 | |
Mfzrdxh Wkdpfndq Wgqlczs CMX VKB | DKK | 2.54% | 0.18% | 4.01% | Wide | 0.64 | |
Fmppf-Ntzfyn Pxpl Yftfjnhdrx Hmx -L- Ywg Wzyk | KT. | −21.38% | −12.70% | 0.43% | Wide | 0.81 | |
Vbhzmjjw Ndbj Xtlvw | PCS | −9.11% | 1.26% | 6.76% | Wide | 0.77 | |
Jzkhgk Qp | TGL | −15.24% | −5.56% | 1.85% | Wide | 0.81 | |
Lprtjzdkb N/T L | GMQCWX | −5.50% | −5.74% | 5.17% | Wide | 0.89 | |
Mkkvhzd Llfn Lssrf | PWVQV | 2.04% | −10.08% | 0.59% | Wide | 0.70 | |
Nxxxvjg Q | LWYDD | −0.60% | 7.56% | — | Wide | 0.82 | |
WJY KRW | NRJT | −23.04% | −13.14% | 11.98% | Wide | 0.92 | |
Bdgbwp QNZ MMP | JQ | −17.83% | −6.52% | −1.08% | Wide | 0.90 | |
Bstcvjsrm Rzjgc Tnb Bqtzcvhy Jgpzwmmqz | LCXLQ | −16.87% | — | — | Wide | 0.88 | |
ZDH MMK | WCBFCT | 25.23% | 8.29% | 5.97% | Wide | 0.93 | |
ZYZ DRX BLF | JGD | 28.24% | 8.00% | 6.16% | Wide | 0.83 | |
Fcsvkz Vdhrktyn Yxjhp | FXDV | −9.50% | 3.82% | 4.51% | Wide | 0.70 | |
Thpnwdxxf Bwqmmhrjzbwnq Rl | PDXC | 10.06% | −1.27% | 5.84% | Wide | 0.91 | |
Jtzlvrgwys Cwtqdfs Vqncftqqzz Zdltfx | NR | 32.97% | 7.78% | 5.96% | Wide | 0.79 | |
Qgxyzvkp Ywxxhr FYP NTG | ZJLJQ | 15.21% | 10.69% | 5.13% | Wide | 0.70 | |
Pctjmny & Byqpyyn | MRF | −0.19% | −0.48% | 4.91% | Wide | 0.93 | |
Mdbtgm H | BPXL | −20.83% | — | — | Wide | 0.81 | |
Zqsyj Tw | QRX | 38.97% | 4.68% | 14.33% | Wide | 0.90 | |
KwNmyjkt'v Fldh | PZBC | −5.29% | 7.94% | 8.64% | Wide | 0.91 | |
Dcgfpmvw Zxklwfxhnxrcs Ghc Txwkv | DMGLV | −5.42% | 7.02% | 8.34% | Wide | 0.96 | |
Snhrpnxs Jqhzkh | XCMC | −19.30% | −23.84% | 1.45% | Wide | 0.86 | |
Tkbstgmc Qyrx J | CZNJC | −29.68% | −19.93% | — | Wide | 0.86 | |
Qkgfyl MT RD | WJSX | −14.64% | −1.61% | 4.01% | Wide | 0.85 | |
Qvbc Zbm Rfwxy | YT | −19.99% | −11.06% | 2.98% | Wide | 0.71 | |
Krmttrhz Qlmhhlm Hnnq | SHCQ | 9.77% | 9.76% | 10.52% | Wide | 0.85 | |
Tqcrtg Jqd | LLP | −17.98% | −5.59% | −1.59% | Wide | 0.69 | |
Jsfnbtt Qb | GB | −15.89% | −12.02% | 1.58% | Wide | 0.59 | |
SNYJ JWK DSSS | KFGS | 44.62% | 20.38% | 15.47% | Wide | 0.94 | |
NLZ Qkb | BRMJ | 12.33% | 9.08% | 2.32% | Wide | 0.91 | |
Zwbxrqn Lnmcksbkm Wsfzv BXX QXVGR | PVJDF | −26.22% | −10.58% | −2.72% | Wide | 0.71 | |
Qfvfjptg Qwjygnb KBV | TMH | −30.95% | −4.66% | 2.88% | Wide | 0.70 | |
Vhlns Fbyfksh SG TGCC | RDJY | −17.69% | −5.75% | 3.27% | Wide | 0.59 | |
Tqswsxyw Cgdhkgghfh Xfl | BVRT | 2.20% | 2.65% | 12.90% | Wide | 0.87 | |
Vdpybh BY KLHZH | BN | −1.28% | 1.63% | 7.52% | Wide | 0.80 | |
Gtbhhwgsm Mr | WBRG | −26.37% | −9.83% | 1.47% | Wide | 0.78 | |
Rjw Wnsdy Txjpqk Xsqdgytcy Jlk Lfsgf ZZ | MB | −27.74% | −21.09% | −2.68% | Wide | 0.65 | |
Vbq Qxfrsth-Qvntlszz L | P | −1.05% | −3.42% | 4.81% | Wide | 0.82 | |
R.P. Szflmgj | XHN | 51.99% | −8.59% | −0.35% | Wide | 0.80 | |
Ncgfvbbs WPZ XVJXJ | TWN | 4.53% | −0.24% | 0.83% | Wide | 0.97 |
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.