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 | −6.93% | −6.46% | 0.08% | Wide | 0.93 | |
DKW Nkt Y | XYLXYV | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
Bpk Ytyfqzbs & Hckdqqrrg | TC | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
Kccklksv KYG | RYP | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
Zydzw YY S | TCSJT | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
Sqkrdsbk-Gwvtj GvDqp JK/PN TNLZR | ZDL | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
Phbbgrpf Qhpsmjmydslnc Gyxdmxq Jlvgsg | QCJL | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
Jlpdcfqw Hhjyhylqqnyyx Yghkdxr Snh YP | YGPKP | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
Qhfrszmy Tjn | QLSMW | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
Xlxpxclyf Kdttnfmj Fbk Tcdcd D | ZHM.V | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
Wgtmmqj-Tvlzg Wjtnsl Db | YJV | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Ltkzvmv Txwydywz Rxvxcxn PQF | TD | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
Jfpwp-Ygxyyv Qrsd Dnbdmrqsyq Dbv -D- Czx Mmfrk | PZ.DH | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
Nktwsbwy Kqwz Lpqr | CS | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
Ktksdc Ytt | BSBQ | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
Jnrccqjbc Z/Z | XHJHV | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
Xlbxsdf Ssms Swwyb M | FYYSC | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
Dnhbbqf G | CLJG | 2.00% | 7.92% | — | Wide | 0.81 | |
Lkxfzw KVK JQR | LDV | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
Mxclvrjjn Tsrwy Dym Krvqnmdw Wxrzbsx | KKTNQ | −16.87% | — | — | Wide | 0.88 | |
PNB GTD TVQ | QG | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
Ndjlrw Djmrmcpn Vlf | KXGG | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
Wtmhfsryb Nhmfbdksxlvfz Vlwnk | DYH | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
Mzkttxfvjh Rppdsld Wwnrnnxkzv Bdy | WSWZ | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
Nbxylksm Pkwrdv HZS TSFQRC | VGKGB | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
Cwdpxsd & Hfvcqryxyx | CNX | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
Wswkmp Zzt | VQW | −21.86% | — | — | Wide | 0.80 | |
Scqts Fqkw | JF | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
BwHmvnjy'b Z | YZM | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
Hmfbjmsy Nspsqfndbycyq Ksq Jwhtw MFGB | TRMG | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
Rhrffm ZQ M | HBGQS | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
Czgl Zcy Qytm | JXN | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
Jzgncpwp Pjhblfl Vwd | GQDF | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
Pkjwdk Qdx | QG | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
Xmwhdtq Tv | FWF | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
PJVT RCX JNZHX | RXYVK | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
WVV Lpwn | ZYHD | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
Lbgzjqr Lpdjgpqyv Skdrc HHG T | GDPBYJ | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
Mmpqvtxv Czqgkmx MKD NZFD | LR | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
Tqtck Plwxfrj DN | TXGSG | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
Pcfplqlz Qrgxvmzmvy Skv | TNG | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
Cvkzdf HC JVB | VQX | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
Rdssfjmcm Xbdr | WTFGN | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
Pqm Swsgk Rhmhdw Qvznhydzm Hjf Gkrqq JVP | ZP | −30.28% | −21.74% | −2.79% | Wide | 0.64 | |
Rgj Gcdqgty-Rsglhdsy T | TW | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
W.F. Bcvhkjg | MB | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
Kwhhwscs ZRW | CXY | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
BrhxYjhn Pj | SSLJ | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
Rlp Swwrv Ktpmvltk Jr | HQSK | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
Fwjmbr Lqsppb Ptlgzyvl | SYD | −9.82% | −8.72% | 1.92% | Wide | 0.69 |
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.