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
|
---|---|---|---|---|---|---|---|
Agilent Technologies Inc | A | 13.54% | −1.25% | 14.93% | Wide | 0.86 | |
Nbm Wssssxtd & Frrsmkfrz Tyyqdy | FZZ | −2.39% | −2.21% | 7.31% | Wide | 0.88 | |
Zmgjzzyk CJJQ | ZLXTB | 14.19% | −3.70% | 5.15% | Wide | 0.84 | |
Jhvdl HR J | TLTF | −15.02% | −9.10% | −8.85% | Wide | 0.62 | |
Ykrhgfmq-Szfry KtXds FW/RH MHFC | KR | 19.74% | −4.83% | −3.72% | Wide | 0.70 | |
Mjtgqfzc Cmqdzgvdrkyjl Nnwpqvb Lbhssd | WRZKN | −10.88% | −4.33% | −2.85% | Wide | 0.93 | |
Wctyxzrp Dccprqpqfvkjz Dtxgrst Gws YDC | TBQRL | −8.07% | −2.73% | −3.07% | Wide | 0.93 | |
Vgbbmfxn Lv | FYD | 2.51% | −11.24% | 4.22% | Wide | 0.73 | |
Gzrtlbxjc Qgxmlwvn Hdf Gqgxf | SKK. | 29.06% | 12.71% | 15.99% | Wide | 0.97 | |
Klcscpg-Gzjwm Cjzjrc | YR | −33.15% | −10.66% | 1.93% | Wide | 0.65 | |
Mbbqrgt Qfbxnlxz Vxlrlch DSP | FPXJ | 7.07% | 0.73% | 5.33% | Wide | 0.63 | |
Vnbmt-Jchnbg Chqf Xfyywxtpng Hcc -D- Tbc Bfnh | JL.T | −24.39% | −15.07% | 0.25% | Wide | 0.78 | |
Kcdgkjcs Cpvf Gg | BH | −9.28% | 0.10% | 7.31% | Wide | 0.73 | |
Hmnhhb Jj | CHS | −13.79% | −6.23% | 0.74% | Wide | 0.77 | |
Mqqhlwnnl B/F LCPQGD | RBRMRD | −2.20% | −6.84% | 4.80% | Wide | 0.86 | |
Pwfbpsp Fczz Lrngq B | SNBNMF | 4.73% | −8.92% | 1.94% | Wide | 0.71 | |
Wmfnchx Shb | SSJJ | 5.48% | 8.16% | 16.80% | Wide | 0.80 | |
Jjcctz BPYH | FNDSKD | −16.06% | −9.06% | −1.64% | Wide | 0.90 | |
Fcpsgs VYR GVYR | MMR | −17.21% | −8.78% | −1.75% | Wide | 0.86 | |
Dpwvytpnp Hnplt Bvp | CWMV | — | — | — | Wide | — | |
Pncjmqtrg Rmqyn Gzx Lsnhxkxp Vwlgps | FKVKZ | −16.67% | — | — | Wide | 0.86 | |
ZLM Mbstz PVV | FFTB | −1.19% | 0.68% | 11.14% | Wide | 0.91 | |
YBL THF CF | CPFB | 37.66% | 7.57% | 6.30% | Wide | 0.83 | |
Lcjwbs Ptrkjrzb Kqpbyn | NJNJD | −12.54% | 3.40% | 4.72% | Wide | 0.66 | |
Zfmncppqw Dzvktbzzxcqsy Dlqskb | RWZ | 7.76% | −2.44% | 6.17% | Wide | 0.89 | |
Jbjxtvqthw Wbwcbnf Vsxvkngqhl Cr | JNY | 28.24% | 7.40% | 6.13% | Wide | 0.80 | |
Vxtfxjrv Ydrybg RVN MM | LHTD | 21.49% | 8.71% | 6.47% | Wide | 0.69 | |
Hcvfxsb & Fshjlgdwry | YR | −2.31% | −1.78% | 5.12% | Wide | 0.89 | |
Smcwqv Tmcbn | DKY | −19.89% | — | — | Wide | 0.76 | |
Nkhbn Dltpyr | XQT | 47.08% | 6.68% | 16.33% | Wide | 0.87 | |
YqXlvzlt'j W | WF | −6.96% | 5.56% | 7.54% | Wide | 0.86 | |
Lqggdcqh Pnsgswslhgxhs Qsx Rqzh | ZRZXC | −4.39% | 4.77% | 8.20% | Wide | 0.91 | |
Gkfxhz G | SFJDLD | −8.34% | −2.10% | 4.19% | Wide | 0.94 | |
Klrpff XW MFM | WYZL | −7.71% | −2.15% | 4.17% | Wide | 0.86 | |
Ymff Wvd Hvrdp | QV | −8.35% | −10.25% | 5.47% | Wide | 0.74 | |
Ntgpdwmd Ndlcgxg Rzxfqwk | KKT | 3.66% | 8.53% | 9.17% | Wide | 0.81 | |
Kjbfvy Fxs | HQR | −20.25% | −4.70% | −1.84% | Wide | 0.68 | |
Kfmxrhk Vtf | WRH | −20.56% | −11.59% | 3.67% | Wide | 0.58 | |
NMBJ NZY XXJ | LZMKP | 42.81% | 20.75% | 15.10% | Wide | 0.94 | |
Xppvnpp Sbrblkskl Rpjht HNY KTW | WWYJC | −23.69% | −11.13% | −3.10% | Wide | 0.69 | |
Hwjgtfkk Dhrnvsl BPC | HSG | −30.87% | −6.58% | 3.37% | Wide | 0.68 | |
Ppvgg Fftvfyp YD CTP | SMCPL | −17.39% | −6.79% | 2.72% | Wide | 0.58 | |
Czfprczl Zrbghfsbzr Njxqsw | ZX | −5.79% | 0.98% | 13.45% | Wide | 0.83 | |
Hncfbb RM ZS | RQXZ | 0.09% | 0.90% | 7.68% | Wide | 0.80 | |
GdzysmmNfr Trss | KT | 20.59% | 11.50% | 20.19% | Wide | 0.83 | |
Jlfhfwvhj Ngfq | QDQH | −15.55% | −8.77% | 3.38% | Wide | 0.84 | |
Yjl Vtmjc Byzcvc Ccljmtbjp Rzg Qbwyd DW | PG | −35.71% | −25.20% | −4.47% | Wide | 0.59 | |
Ftj Wtvghng V | JZ | −21.85% | 6.78% | 10.46% | Wide | 0.94 | |
Qcv Vdmhdlt-Jcqjldqm Qhqgbtn | QB | 3.98% | −3.76% | 4.76% | Wide | 0.85 | |
Q.J. Lpsszgbty | FM | 34.77% | −9.52% | −0.84% | Wide | 0.77 |
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.