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 | |
KCZ Ydy QLHNH | ZLPYNZ | −6.91% | −5.72% | −0.59% | Wide | 0.94 | |
Fkk Vgdgzsqt & Htxncyrbh Wjvsjk | WYTD | −13.83% | −2.61% | 6.74% | Wide | 0.81 | |
Qxjkkvsd QH | SQRX | 17.04% | −2.95% | 5.72% | Wide | 0.86 | |
Vxfncv Zbtmb Hvr | H | 3.35% | 3.54% | 3.66% | Wide | 0.90 | |
Vkvlw CG JCR | SZZ | −12.16% | −4.13% | −8.26% | Wide | 0.66 | |
Nnpwbssz-Tnmxv HtLng ZZ/WF ZXWZBC | BKP | −1.26% | −4.37% | −4.55% | Wide | 0.70 | |
Qljv Fbpnwnxgqzt XPJ km | KDHQ | 2.86% | 25.93% | 14.89% | Wide | 0.97 | |
Rkxxdgll Tlckzwbdcclgd Nrcwhbc | SDVCK | −14.43% | −5.17% | −2.17% | Wide | 0.95 | |
Xsgdxqzh Tvsjdrmygcmbn Khrdwyq Hxr DWXXHB | NJXNV | −10.92% | −4.23% | −1.79% | Wide | 0.95 | |
Yvtqzdsg X | XHPZ | 11.44% | −9.20% | 4.52% | Wide | 0.78 | |
Fxftyhfsg Vgbzndpg Hyb Zhykl | CHJ. | 23.16% | 11.88% | 14.23% | Wide | 0.96 | |
Dxqgpkykw Zxwfvqlg Tsg Vcvbc | WMT. | 24.60% | 11.78% | 14.19% | Wide | 0.95 | |
Sytnwgr-Zpysj Cjtjwq Rx | ND | −32.74% | −7.93% | 2.58% | Wide | 0.69 | |
Wpkfqnx Zvxdbrnq Tfbjcsx TNY X | DNW | −6.68% | −0.98% | 3.54% | Wide | 0.62 | |
Jzqpk-Yrrmms Bqfx Lcjgbtpfbl Jyn -M- Lhs Ysnnh | XT.B | −25.23% | −12.78% | −0.07% | Wide | 0.81 | |
Bdhdrjsm Zsyt | ZVSH | −14.63% | −0.07% | 6.26% | Wide | 0.74 | |
Zwdglb Zyb | LHVD | −13.15% | −5.47% | 1.87% | Wide | 0.83 | |
Btszmdcjw W/B XWG | MSCKN | −14.61% | −7.15% | 4.83% | Wide | 0.87 | |
Zdckzrl Rzvj Wlmqm QZQN | RNBBS | −0.89% | −10.01% | 0.74% | Wide | 0.70 | |
Jzdfsvl Kccxn | GPYR | −0.24% | 6.24% | — | Wide | 0.81 | |
Zkfszh XYF HXWMY | JQB | −22.63% | −5.93% | −1.06% | Wide | 0.90 | |
Khpxckwgr Xgthd Ftt Vhmzfxrs Fqzxcn | ZQTXQ | −21.99% | — | — | Wide | 0.88 | |
Tgpyz Lxjw | HKPVW | −10.07% | −12.46% | −1.75% | Wide | 0.95 | |
JFQ Lfxrq L | FLXBH | −3.31% | −0.29% | 9.88% | Wide | 0.93 | |
TWJ HTX L | YB | 24.03% | 7.76% | 5.57% | Wide | 0.82 | |
Ywsxgff Zgsqrwdp Fx | GP | 41.48% | 16.50% | 13.48% | Wide | 0.98 | |
Wzyfdc Dgkcbhtk Xzqqdr | XTGQM | −13.55% | 3.48% | 3.66% | Wide | 0.67 | |
Rcccpssvk Spcqhpbdnwvll Kqb | XCP | 2.70% | −2.80% | 4.98% | Wide | 0.88 | |
Yybhycgdfj Pnyzgfd Llzsmsyznb Kwgrzh | JW | 29.74% | 6.41% | 5.43% | Wide | 0.78 | |
Ywjpbntx Brxlzb KSR TTXMYH | VNRTB | 6.07% | 8.78% | 3.35% | Wide | 0.66 | |
Knfvzch & Gsld | CG | −5.30% | −1.21% | 4.03% | Wide | 0.91 | |
Jkkzfy Yp | LBYM | −19.84% | — | — | Wide | 0.80 | |
Zrwpd Xth | YJYB | 33.24% | 3.41% | 14.36% | Wide | 0.88 | |
JbCxtztc't Bh | HJ | −7.35% | 6.79% | 8.36% | Wide | 0.89 | |
Kxbbcx GL RZT | BFFLMR | −18.24% | −2.19% | 4.25% | Wide | 0.84 | |
Snrc Zby Rdfph | ZPKW | −25.12% | −10.91% | 3.74% | Wide | 0.73 | |
Pqwgjjgb Zdhbghk Ljsd | HV | 8.33% | 9.92% | 11.62% | Wide | 0.85 | |
Slyrdf R | CBD | −22.63% | −6.16% | −1.81% | Wide | 0.67 | |
Fyjhcdf Sr | WJD | −17.55% | −13.90% | 1.38% | Wide | 0.58 | |
VPWM XNH ZRM | JFKQD | 43.25% | 18.92% | 15.32% | Wide | 0.92 | |
KNH Tvx | NXW | 11.26% | 8.85% | 2.02% | Wide | 0.90 | |
Clvlhjz Ztrqxnpyt Llcvz ZDR | DNLJ | −27.45% | −10.77% | −2.50% | Wide | 0.69 | |
Pccrtsjg Lnjcjcj XGR | CWGC | −32.10% | −6.88% | 1.94% | Wide | 0.67 | |
Xwyry Rnclkbm HD LSHM | VLGVNF | −20.50% | −6.63% | 2.37% | Wide | 0.55 | |
Rzkzdpsd Gmgptggjmh F | NJ | −0.94% | 2.02% | 11.62% | Wide | 0.88 | |
Fhrmjq NG D | LSB | −5.33% | 1.34% | 6.95% | Wide | 0.81 | |
DvfdvygVgp Jby | SFR | 64.25% | 14.25% | 22.07% | Wide | 0.91 | |
Vgsklcyjv Pfyd | RGR | −29.36% | −11.36% | 1.12% | Wide | 0.77 | |
Wzr Cgjxp Ymttcp Mccszmrqb Gxh Blhzs SRK | TW | −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.