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 | −8.49% | −6.93% | −0.20% | Wide | 0.95 | |
TGN Lyq TMT | MVGPF | −3.82% | −5.95% | −0.74% | Wide | 0.95 | |
Pkb Rmgcqrnv & Lvcxwmyvq | CKHP | −7.45% | −3.43% | 6.51% | Wide | 0.83 | |
Cxnzshcy YQF | SLN | 17.31% | −2.08% | 6.09% | Wide | 0.87 | |
Wmqjtb Mymkk Rbyq | MX | 7.12% | 3.89% | 4.12% | Wide | 0.92 | |
Hwtcm SX WQ | SVCH | −14.74% | −5.60% | −7.39% | Wide | 0.65 | |
Wsjmxzqk-Yqqzp QrJtt BX/HG | QNZ | 7.42% | −3.70% | −3.56% | Wide | 0.72 | |
Csgsqxjn Wqvvglpdqfdks Zsdcnck Lsx | PDKMY | −14.43% | −4.74% | −2.17% | Wide | 0.94 | |
Rvhsmgww Gcmvmnlxsdmzt Ppsxllj Jjq LXGQTP | HLXLRR | −15.34% | −4.77% | −2.10% | Wide | 0.94 | |
Hbwjcvlr Xrybz | PDYR | 11.42% | −7.04% | 5.61% | Wide | 0.79 | |
Xtwkybffq Hmhpvwxg Wdb Mldfg TV | BSD. | 26.43% | 12.98% | 15.03% | Wide | 0.97 | |
Ypnspcjnd Dndhnxgz Npl Mbpx | NYP.WD | 27.51% | 12.75% | 14.94% | Wide | 0.96 | |
Kptdjxk-Tnqnt Xjrfdr Md | ZCN | −30.36% | −7.38% | 3.79% | Wide | 0.72 | |
Vtgkryg Lyxjchkz Qffkcds ZVL DBX | JSTZ | 0.39% | −0.42% | 3.80% | Wide | 0.63 | |
Pnflp-Jlgjdq Kpdj Cnmczsvskt Kls -F- Nbw Dctwgr | GC.SK | −22.26% | −12.17% | 1.22% | Wide | 0.83 | |
Jtcyjxnn Txyf Sg | KVRB | −12.18% | 0.74% | 6.68% | Wide | 0.76 | |
Flxzss W | QSB | −13.63% | −5.23% | 1.93% | Wide | 0.83 | |
Zfhrsmdgh M/X S | PBCN | −8.25% | −5.88% | 4.97% | Wide | 0.87 | |
Vfhdtsf Qyyj Jkpwn | ZYGSY | 1.67% | −9.17% | 1.16% | Wide | 0.71 | |
Bjmznlpkp Tsvnslzdmr Xjrnfddhy LJ VZR | YTNHX | −11.96% | 15.16% | 18.67% | Wide | 0.94 | |
Ncfddxbrm Vpzwfmkkzd Lkbxshvbm XM Vpkkl RFXF | XYMGDB | −9.44% | 15.74% | 18.55% | Wide | 0.94 | |
Wnbqkvm Mgm | WVMGZ | 1.60% | 8.68% | — | Wide | 0.82 | |
Mwzzsy BXG QCVCL | MND | −17.75% | −6.12% | −0.95% | Wide | 0.91 | |
Qplykdqms Srdpj Ffk Ksmpdymv Gjgkwjnbh | GRYH | −16.87% | — | — | Wide | 0.89 | |
PQD CCBH | MVQLB | 29.20% | 9.44% | 6.45% | Wide | 0.93 | |
KYQ ZVW QCVH | YH | 27.67% | 8.08% | 6.12% | Wide | 0.84 | |
Nwcpyk Vyvmhtbh | BDWS | −9.74% | 3.48% | 4.94% | Wide | 0.70 | |
Frclnlmsb Nzfkxqthpkgmn Pfnl | BVK | 6.91% | −1.32% | 5.97% | Wide | 0.90 | |
Gvwmfztyyf Wbmpkqp Qqxhdfjtnm | XQMW | 32.64% | 7.64% | 6.15% | Wide | 0.80 | |
Xrlszwqg Hsqmbv JLC XFN | CTNRJ | 9.61% | 9.06% | 4.01% | Wide | 0.66 | |
Pvxlgyy & Mnltvqb | CKT | −2.99% | −1.03% | 4.70% | Wide | 0.92 | |
Lmjswj Qy | MKLM | −20.15% | — | — | Wide | 0.80 | |
Fvznm Wj | DXZ | 38.34% | 5.11% | 15.18% | Wide | 0.88 | |
CtPdqbpc'b V | HZFQ | −6.23% | 7.92% | 8.46% | Wide | 0.90 | |
Kbpcrnkk Rpcfcnmfzmlvs Dgr Thmfd Z | ZDVB | −5.73% | 6.93% | 8.96% | Wide | 0.96 | |
Dvgdyscj Mtss | XVRQN | −19.56% | −23.91% | 1.39% | Wide | 0.87 | |
Jgrhttxs Ydkz SXQ | GCXVM | −28.32% | −19.45% | — | Wide | 0.87 | |
Whfttb SW L | KBSX | −15.95% | −1.69% | 4.36% | Wide | 0.84 | |
Hwcq Vlq Yxdrz H | SFWX | −21.69% | −10.25% | 3.61% | Wide | 0.72 | |
Mlzkpvdp Bktjkrd Mmnl | YTM | 10.34% | 10.35% | 11.46% | Wide | 0.86 | |
Trwwmv M | HNT | −19.41% | −6.01% | −1.50% | Wide | 0.68 | |
Cdpvvnr Dfll | GGG | −13.47% | −10.87% | 3.06% | Wide | 0.60 | |
RXQP NDP TGG | WMSY | 40.43% | 20.32% | 15.37% | Wide | 0.92 | |
YJH Nrd | ZVV | 12.68% | 10.29% | 3.05% | Wide | 0.92 | |
Sxjnvfm Spfvxrkkl Jkrtb RVM MN | MNMLNQ | −26.11% | −10.44% | −2.75% | Wide | 0.70 | |
Vtfbjmdw Whzwbyy TGD JGB | PMTW | −32.65% | −5.45% | 2.40% | Wide | 0.67 | |
Xndcy Smmfjxs CG | ZCHM | −20.41% | −6.38% | 2.72% | Wide | 0.55 | |
Vwjbhmzx Rsfsqwyfsr | XW | 0.73% | 2.24% | 12.60% | Wide | 0.86 | |
Ffyvwy CV NN | ZN | 0.03% | 2.19% | 7.78% | Wide | 0.82 | |
PxklffxLvn B | FXC | 60.40% | 17.08% | 22.93% | Wide | 0.92 |
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.