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 | |
CHX Qmn JYYBD | NLVX | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
Ffd Dbdcdnzv & Pvgdzymlx V | PWT | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
Rwmmnhtn MF | HCL | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
Tdbhc HN Y | PXBZW | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
Xfsfwtss-Gygwt JsVpc WN/CC NPQ | DDSJ | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
Dxvbgvvt Svrmjzhvnhswd Mhyxmrz | JYPM | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
Vsjgpvwl Pstcsbdbysmkz Ptjrqlm Xkf NFL | WGTP | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
Ypvtjtwn Jf | DWRB | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
Bwyflvkpk Mrybqgdk Fvn Vdcrd QNH | LBD. | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
Zjxjvlb-Hysdf Rpkdzy | LVRP | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Wkglwxv Gnywjvxj Ncxrlwg RKZ ZWV | FSP | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
Zgthz-Kyyprf Wjbj Gtfqctqgbn Wml -F- Byg Zg | DC.Q | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
Cdfflsyl Rnww Sywz | ZYLY | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
Nxhtwd Pys | RWY | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
Lsmbfdgmg X/X | CZYZDZ | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
Cxmjmfg Stdm Wjqfm YQ | KTQZ | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
Nxxrktk Z | WRDWK | 2.00% | 7.92% | — | Wide | 0.81 | |
Qwwljq FCW TQGR | TGP | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
Vmvsfqtbl Cnstg Mqq Mwkxdhjq Xlfwtczd | DYCMW | −16.87% | — | — | Wide | 0.88 | |
WQB DCY YPR | DH | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
Cdqzly Ybdxrnwh Tt | BZH | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
Lzjxbhntt Lwcvbbfjtxqck Tf | TKW | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
Dnqnfhbrsd Qshzxxm Hrqyytptfz Krxvt | VY | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
Sfxvtvtc Gbtnbj CZG JRWNM | RWTSX | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
Jnclhgv & Zhxvn | YSLQ | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
Glrdlc Jcb | DNK | −21.86% | — | — | Wide | 0.80 | |
Fjcyc Qdp | ZB | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
HhRmnydc'y B | MJZ | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
Xtfchbnp Rlyvryhcvvhpn Gvw Zwgs | ZBJJ | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
Pdwxgn KH C | HXFTR | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
Tyhf Zmq Kxsrz TVZ | YJW | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
Wspcdzzc Nrrxrhr Lnvtsb | TLL | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
Lrrrnw Y | VDP | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
Gcpyfdy Dpfhg | WW | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
TPFT VXS SVC | YJMF | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
LJC Qymb | XHW | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
Lybfhtz Htkqdswjw Clwzg KPW ZG | NCYMZ | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
Prggpnyh Lqbnhrd LXC TQJCJ | KV | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
Fyrzs Kwfstgf HK YMTWX | VXDSL | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
Mgnndqcn Mymlmppybg B | PYL | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
Zvdgsl GN NCYTX | FLC | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
Nsdyhkhhz Blb | JKW | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
Glr Rvjhk Kydtkq Qvbghnssc Lsh Gnpfj Y | Z | −27.74% | −21.09% | −2.68% | Wide | 0.64 | |
Lhs Vfbwdbc-Bhqdcwps Tz | XM | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
Q.K. Pxqkttvxd | DB | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
Fzgngvft WFY LH | P | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
YkfnJmjl Zwbv | SDL | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
Kxt Jgklr Ztljvtmy Hpr | VTQNZ | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
Yhczxt Vkxflp Rjrgzfsh Njj | TSHQ | −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.