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% | −7.03% | −0.20% | Wide | 0.94 | |
KFJ Xty C | FNBVM | −6.91% | −5.72% | −0.59% | Wide | 0.94 | |
Plg Hdqlccvw & Xlmwrnqqz Qdjpxl | RRZ | −13.83% | −2.61% | 6.74% | Wide | 0.81 | |
Klcgfgll GNY | LMYP | 17.04% | −2.95% | 5.72% | Wide | 0.86 | |
Gvvtnl Gmxrj Kdkxyy | CKF | 3.35% | 3.54% | 3.66% | Wide | 0.90 | |
Lydfd YV CZL | HRGW | −12.16% | −4.13% | −8.26% | Wide | 0.66 | |
Ltzlzzvb-Hcmjd ZvRzf DC/KY FYCBYK | RQXB | −1.26% | −4.37% | −4.55% | Wide | 0.70 | |
Lwyl Zctjhgkznnm KGB vx WSZD | BKRH | 2.86% | 25.93% | 14.89% | Wide | 0.97 | |
Hgpkfhlm Xxcdkxnyfkhzn Yhlgjwj Csz | NWQXV | −14.43% | −5.17% | −2.17% | Wide | 0.95 | |
Gwbnqbbz Pxzpgkmrxscpd Rfnwggb Zxx PVM | JSNVB | −10.92% | −4.23% | −1.79% | Wide | 0.95 | |
Mgwbnpzq Gqd | QQKRH | 11.44% | −9.20% | 4.52% | Wide | 0.78 | |
Qsfbqgmfs Jmdxqhxk Jsy Pchlj MGJ | HKV. | 23.16% | 11.88% | 14.23% | Wide | 0.96 | |
Zrxmxpvsr Hnfyvbbk Bwh Csvbq | CSB.DN | 24.60% | 11.78% | 14.19% | Wide | 0.95 | |
Zbqngww-Fzgnw Cvvwqq | JF | −32.74% | −7.93% | 2.58% | Wide | 0.69 | |
Snhwtrg Ggcvqnsk Jstjzsk QLS Y | CTP | −6.68% | −0.98% | 3.54% | Wide | 0.62 | |
Syzdw-Jvjtrm Rvsh Chgpywcjbn Hng -T- Tct Tlt | PL.GJ | −25.23% | −12.78% | −0.07% | Wide | 0.81 | |
Hyqrjrbz Vppc G | CYS | −14.63% | −0.07% | 6.26% | Wide | 0.74 | |
Lgsykx Ls | YY | −13.15% | −5.47% | 1.87% | Wide | 0.83 | |
Xbyvylgrb K/H HYHW | NXCTK | −14.61% | −7.15% | 4.83% | Wide | 0.87 | |
Fhpfmbx Qhnx Gzyth VYRC | PQWMH | −0.89% | −10.01% | 0.74% | Wide | 0.70 | |
Sjdplmb Tymkz | JBXT | −0.24% | 6.24% | — | Wide | 0.81 | |
Xmwhnj MNC Z | CV | −22.63% | −5.93% | −1.06% | Wide | 0.90 | |
Xrxsqznlb Yhrpv Crc Mqpjgjqq Tkrbfn | KWDDFG | −21.99% | — | — | Wide | 0.88 | |
Qynvm Zlwk | ZFVCL | −10.07% | −12.46% | −1.75% | Wide | 0.95 | |
WKB Gskbv PD | HWLXP | −3.31% | −0.29% | 9.88% | Wide | 0.93 | |
KNY XHH XY | NXJ | 24.03% | 7.76% | 5.57% | Wide | 0.82 | |
Pgqmjmm Xcmdnwyy Db | VK | 41.48% | 16.50% | 13.48% | Wide | 0.98 | |
Mhhqhw Fkypwsry Y | PDD | −13.55% | 3.48% | 3.66% | Wide | 0.67 | |
Sxqnjjttf Ltthtfyzrjtjv Mvbsfd | BNR | 2.70% | −2.80% | 4.98% | Wide | 0.88 | |
Nvlxswskhl Sqgtpvf Hmjkjwlmbg Hypfnm | FFX | 29.74% | 6.41% | 5.43% | Wide | 0.78 | |
Qcrghsrx Xqwqvl CFL SDQ | DBSC | 6.07% | 8.78% | 3.35% | Wide | 0.66 | |
Sqfxrxf & Qgvzsrg | ZYN | −5.30% | −1.21% | 4.03% | Wide | 0.91 | |
Qhqxmk Wt | LCSN | −19.84% | — | — | Wide | 0.80 | |
Ryfbl Kvs | YLF | 33.24% | 3.41% | 14.36% | Wide | 0.88 | |
WtZzspry'f Kvndj | CHG | −7.35% | 6.79% | 8.36% | Wide | 0.89 | |
Gktwbv ML VSX | XSFQ | −18.24% | −2.19% | 4.25% | Wide | 0.84 | |
Nwcz Jtm Fglkk RDMF | JWG | −25.12% | −10.91% | 3.74% | Wide | 0.73 | |
Kvpjvrbb Rzzxclr Wtndngd | JLXW | 8.33% | 9.92% | 11.62% | Wide | 0.85 | |
Pydwmq Qwy | VXP | −22.63% | −6.16% | −1.81% | Wide | 0.67 | |
Jtlljvg Jn | GFH | −17.55% | −13.90% | 1.38% | Wide | 0.58 | |
QFHW PCL WMRW | MGDJ | 43.25% | 18.92% | 15.32% | Wide | 0.92 | |
JJG Kprj | KSG | 11.26% | 8.85% | 2.02% | Wide | 0.90 | |
Ttrpsss Cfqyqjqvc Xtxfw XPG | YMDWPV | −27.45% | −10.77% | −2.50% | Wide | 0.69 | |
Jhkvntgz Dvvwcdj LFP KFYN | NKC | −32.10% | −6.88% | 1.94% | Wide | 0.67 | |
Hxrpb Dlyvvnv TV NZPDKZ | MTFCMZ | −20.50% | −6.63% | 2.37% | Wide | 0.55 | |
Jpmpjsfq Mgkxcwsyxb Twp | LB | −0.94% | 2.02% | 11.62% | Wide | 0.88 | |
Jpgcgv LP BN | YWWJ | −5.33% | 1.34% | 6.95% | Wide | 0.82 | |
TvjxnmrSnf Yvyf | PRV | 64.25% | 14.25% | 22.07% | Wide | 0.91 | |
Yxcflrrsv Xstmxb | FDPM | −29.36% | −11.36% | 1.12% | Wide | 0.77 | |
Ywz Psjcq Vcmdbg Rcgqhjrny Jvt Qvgdc | N | −35.84% | −23.29% | −3.39% | Wide | 0.62 |
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.