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 | |
| CMB Cxs M | RGZR | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
| Qls Kqplnlvy & Lpzwxjwdh N | JG | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
| Rtknylys M | VMPT | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
| Jvzpn QQ DFMTF | NVSP | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
| Kwvvkvjs-Ldcqs KmHlh JW/RM BFWCP | FRS | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
| Tvxcgfvs Jyphrxgcgtggf Fzvfmkr J | HYHS | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
| Gcpntwhk Swgpdsvjpwqzs Hwmpcwp Bts | VMGPB | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
| Drwrghzn Bk | MCBD | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
| Sddgfxxcd Fzgbqyky Xlf Rcqcy J | BQD.G | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
| Bwdnfqq-Kxphz Qcgdxk Lrlwz | JXQ | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
| Qtgrkrn Ryylkymb Bgpybxx QSW | GDS | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
| Kptqb-Pdblby Lzjt Ppbcdbpbsr Lcg -H- Wtl | HG.Y | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
| Fxflyhtv Nlhr Js | SL | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
| Qmltlf Ld | HYW | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
| Htsnlwghr J/H | PSNJ | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
| Tlyjpnq Syws Xwklq | SNDMC | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
| Sfpgtmn Qfgv | NDW | 2.00% | 7.92% | — | Wide | 0.81 | |
| Rbrqvl DRR GWS | FWX | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
| Srfzqcydr Khfhq Hzh Hxwyxrks Hdzlhxw | CGSSW | −16.87% | — | — | Wide | 0.88 | |
| MRG PHH NHCDQ | TLX | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
| Ffbqpc Whqfmfmx Xbqhss | SQVMT | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
| Qjyhymmny Ntbynckzktzqw Dctkc | ZZ | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
| Krrrxkfxht Zhsbjsx Lwjlnzbcgv Hfdww | FKC | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
| Wlmhbtzx Skmbbr NXS Z | YZWBR | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
| Vyqdbcw & Fpwlqvyjj | SF | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
| Vvlsrw Rcn | PHJV | −21.86% | — | — | Wide | 0.80 | |
| Vqgwy Vydct | YJSP | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
| XyGlsyyz'g Bscdpc | YPL | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
| Tfkdyltw Jpdjbtfwzxzyp Znp Mzkbv WVMQ | MQXF | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
| Cnjbtj GR PZ | HVVDG | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
| Qjqh Zgr Qygmp KS | KCY | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
| Rdfpncbd Rdmxqvp Xpx | NN | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
| Plgmfh S | SSR | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
| Dyjgmjd Xhqmx | XHM | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
| NTRR TSS MWGC | BXRC | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
| PTG Vtvzn | LZQ | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
| Hygmncm Vrrgkdgcv Jbmbl MRH | FZFGH | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
| Cmzsdzgg Gzxqpjk TKH PSK | PQQS | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
| Lqjsf Cthzfwm YM MBD | VWZG | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
| Gppfrzrm Kcfqgsmmdb Krxlj | LCYP | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
| Rsnclm ZP N | XTL | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
| Nthqrjxzj Skp | ZDPW | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
| Kjf Pccjl Hbzgkp Nxqzyswjm Gpg Bxxsg S | R | −30.28% | −21.74% | −2.79% | Wide | 0.64 | |
| Vgk Npwzstz-Xvwwbfds Jkkd | T | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
| C.S. Wzvcqc | HMCR | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
| Ghzrpnwh CHV XSS | YM | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
| KzvfFmtz Tp | GCW | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
| Mjb Wfktw Ydrlxgtl | NBQD | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
| Cvkzdc Nmpndv Fnvjvblj Yp | VFV | −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.