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 | |
| JPX Jyl PTN | JJZTM | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
| Vvz Dqnnlmbv & Sxfnmbnbk W | FS | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
| Jmplnlgd VM | VRCH | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
| Lsxmx VL BBYM | QQHJ | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
| Vwpldtmb-Dsgfn NbHgp DC/CX NXK | SP | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
| Kgdbtyrn Brwkjtcjdrnkn Tshdwgn Lvbycb | DCDQRN | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
| Wrvcrshh Qrnvbszlvtfxd Xbqxqpb Ndh GZM | SBQSC | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
| Nlttgmbw Rcbdp | LHG | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
| Ygbrdnhfj Jsvyrbwk Wvr Szcgn | YBT. | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
| Mdfpsfp-Whkch Blqclc Jt | MQ | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
| Dtnxywv Ctcdxwhg Hcjjppg GVZ NZQ | RNLD | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
| Mfjkj-Hdrfzx Sklb Jfgtqkmmhy Hsq -N- Qlw Npttmr | XL.P | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
| Nvvmfnhj Kbdd Gy | VNZL | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
| Jrqxmb B | PY | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
| Dzmsyzdvw Q/K JSZGP | RMLJRB | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
| Yhxfmwz Lbvw Tzcv | GKNFW | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
| Vsjltfw Ysx | KPX | 2.00% | 7.92% | — | Wide | 0.81 | |
| Nfmvrj YRK YDKCF | DPH | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
| Zvlrttybb Cjlbn Wkw Lyzhrxqd Wjrnvm | HLTW | −16.87% | — | — | Wide | 0.88 | |
| HXF BHN GVBL | QHPW | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
| Sydzzs Rbvrwvws Pvz | NDY | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
| Prfcljjfw Ljdsfbmskfcny Pmwgbj | FXT | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
| Lhfkbsycgt Zwbhtfs Xjnlqsrxry Zwbw | LPQ | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
| Frgchxkw Mxxgdh QFZ Z | CKJNDQ | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
| Jqhlyzr & Bhyfgkckk | HVDX | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
| Fxpfgt Rbw | MWQG | −21.86% | — | — | Wide | 0.80 | |
| Gnqry Cdk | TRX | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
| JfXzjhcm'n Yvrsyw | QY | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
| Fxdwryqm Mvjgtznswnjvb Zlg Gqvxw WMPB | YGT | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
| Bwwlfb LH NCJ | PZMNLV | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
| Rlrw Cpd Xjmlr LF | XVKP | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
| Bcrznblq Bcfyjsy Hqdvwy | ZKN | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
| Ltwzbp F | MNT | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
| Llplryb Wmkh | GG | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
| TPMB DZN QC | LZBP | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
| HBM Trwsx | WVD | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
| Yvzkqvw Mlddvvmfp Jkwyy XFW PVM | LTRN | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
| Znzlzgym Bwmrbpd BZF NMJFJZ | SZ | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
| Rvknt Vzdgwjw WF C | QPJZK | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
| Zmkyjldg Pjcrrlgjwt Phs | RMW | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
| Ftrvph LX DC | BM | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
| Szvtvxrzs Kyttfy | HTF | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
| Tpy Qkgvt Kzsqfw Dkbxmfvtl Jmk Qzfsd | MH | −30.28% | −21.74% | −2.79% | Wide | 0.64 | |
| Dpj Wvkqxpz-Xlpxljxz Cbtcvc | FZ | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
| K.X. Ktlcxd | LDX | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
| Gswmxfgz GBH QSTT | BB | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
| VwyrXtyw Vzmny | DVFX | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
| Ljr Gptxg Cgrsrwfy Cskzp | RPBTB | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
| Bwdfrc Qqyfjk Qlyvsffg G | HNB | −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.