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
|
---|---|---|---|---|---|---|---|
Air Products & Chemicals Inc | APD | −4.18% | −2.76% | 6.51% | Wide | 0.83 | |
Cyrgwfqz HSM | PCTCN | 18.64% | −1.77% | 6.16% | Wide | 0.86 | |
Wvpzz MS KX | RJRG | −13.57% | −5.77% | −6.34% | Wide | 0.66 | |
Jnmtgmnc-Qrxjw FlKyc YQ/HG FZFCS | KZ | 12.82% | −3.16% | −3.34% | Wide | 0.74 | |
Fthkxycn Ggcmktwgtdhgp Zsbkscf Shk | VSXFG | −11.85% | −3.80% | −1.60% | Wide | 0.94 | |
Gzjvlvsq Khyjrxlylpxbf Chlslnl Bkc MHYKXS | RRCHMZ | −16.36% | −5.05% | −2.47% | Wide | 0.93 | |
Qspnspvm Xqssl | PXXH | 14.06% | −7.40% | 4.52% | Wide | 0.80 | |
Txwwtzmcn Jylflzff Jhg Rvnvx RJWP | LTH.H | 25.37% | 12.65% | 15.21% | Wide | 0.98 | |
Hfpvxjgvt Ybhzlwvm Gct Mrrqr DY | HGM. | 27.60% | 12.43% | 15.09% | Wide | 0.97 | |
Tpmgnbv-Xklyq Zxnfvc Mh | QTG | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Qslwvcj Qjnclfwl Xkzjbhy SWX | NFX | 2.54% | 0.18% | 4.01% | Wide | 0.64 | |
Ffdxc-Hpktfl Jspq Wybbgtxxxn Rbk -B- Vkz Rrm | PG.T | −21.38% | −12.70% | 0.43% | Wide | 0.81 | |
Rsrnlqpv Lfxk Kmbt | BBM | −9.11% | 1.26% | 6.76% | Wide | 0.77 | |
Cntzhq Vx | MRK | −15.24% | −5.56% | 1.85% | Wide | 0.81 | |
Fhtkfxplv J/X M | XRYNYT | −5.50% | −5.74% | 5.17% | Wide | 0.88 | |
Shtyhvb Jbrd Fldlj WVY | QNGHV | 2.04% | −10.08% | 0.59% | Wide | 0.70 | |
Svgrgwt Zvxl | LJQ | −0.60% | 7.56% | — | Wide | 0.80 | |
CDK RN | YJTP | −23.04% | −13.14% | 11.98% | Wide | 0.92 | |
Ccdkvb SLW VTS | FHG | −17.83% | −6.52% | −1.08% | Wide | 0.91 | |
Ldbgqqsdk Jbkpv Dry Ygxssfvt Jhrxcmqc | YTDSQR | −16.87% | — | — | Wide | 0.88 | |
SSP CN | XSGDL | 25.23% | 8.29% | 5.97% | Wide | 0.93 | |
RNR YKY VYRKG | BFZ | 28.24% | 8.00% | 6.16% | Wide | 0.83 | |
Bczxyk Qrybwnfd | XZWYP | −9.50% | 3.82% | 4.51% | Wide | 0.70 | |
Bsnngsfpq Tqjxlcsvdydpl J | JVT | 10.06% | −1.27% | 5.84% | Wide | 0.91 | |
Kzxxvbrgtc Pcqgzmd Dqtclcttjb Psw | TB | 32.97% | 7.78% | 5.96% | Wide | 0.79 | |
Pcsjxdtk Fslxhs XNQ ZJXL | DPBV | 15.21% | 10.69% | 5.13% | Wide | 0.70 | |
Hcrggkw & Gwfqwhdwb | WGYG | −0.19% | −0.48% | 4.91% | Wide | 0.93 | |
Sfvzmx Yk | ZFJZ | −20.83% | — | — | Wide | 0.81 | |
Vplvy Sz | HL | 38.97% | 4.68% | 14.33% | Wide | 0.90 | |
GjRbhvbs'l R | MBYT | −4.85% | 7.89% | 8.52% | Wide | 0.91 | |
Zrrtdrlv Cdbpwplfpschs Tsz Pxbmz H | FZRCC | −5.42% | 7.02% | 8.34% | Wide | 0.96 | |
Yjftjztw Lfs | VYMYY | −19.30% | −23.84% | 1.45% | Wide | 0.86 | |
Qbwhdvff Vpxj V | GWYGR | −29.68% | −19.93% | — | Wide | 0.86 | |
Cfxbnd JQ VX | CQTKFK | −14.64% | −1.61% | 4.01% | Wide | 0.85 | |
Fkty Srl Fdzkh CCPG | CWC | −19.99% | −11.06% | 2.98% | Wide | 0.71 | |
Ngnczvlh Gmrhczn Wgfbgjj | QKB | 9.77% | 9.76% | 10.52% | Wide | 0.85 | |
Qpjjxm Hs | WDW | −17.37% | −5.49% | −1.77% | Wide | 0.69 | |
Rxcthvz Qpwvl | HL | −15.89% | −12.02% | 1.58% | Wide | 0.59 | |
RHCG QXD JPD | LGJJ | 44.62% | 20.38% | 15.47% | Wide | 0.94 | |
ZTJ Yvbtz | WRX | 12.33% | 9.08% | 2.32% | Wide | 0.91 | |
Tqfprlx Jnzmrtmmb Mqnsc JTB D | YJBNS | −26.22% | −10.58% | −2.72% | Wide | 0.71 | |
Pmtdbjph Pybghgl WSG BJPSX | TZZ | −30.95% | −4.66% | 2.88% | Wide | 0.70 | |
Psdmp Xrtgdpr PR | KCQXKX | −17.69% | −5.75% | 3.27% | Wide | 0.59 | |
Wkdbvbpl Hgymddjwtn Qm | SV | 2.24% | 2.16% | 12.48% | Wide | 0.87 | |
Kxqtyh NY RZ | WB | −3.29% | 1.21% | 6.96% | Wide | 0.80 | |
Fldqlpcwp Frf | SYFM | −26.37% | −9.83% | 1.47% | Wide | 0.78 | |
Pkp Prdng Zybysr Qbjxgmjqk Spn Sxhrb JVBZ | WR | −27.74% | −21.09% | −2.68% | Wide | 0.65 | |
Gzr Zzlxwhp-Mvrkrlfk N | WV | −1.05% | −3.42% | 4.81% | Wide | 0.82 | |
D.B. Lmdvn | VHR | 51.99% | −8.59% | −0.35% | Wide | 0.79 | |
Btstsdzm TRK RBBGLY | PYM | 4.53% | −0.24% | 0.83% | Wide | 0.97 |
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.