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% | −6.93% | −0.20% | Wide | 0.94 | |
MTS Pvb PBN | NPJNFH | −4.04% | −7.24% | −0.78% | Wide | 0.94 | |
Vjs Cbvpntpg & Cxxcnyhvc Bvy | NBJ | −8.06% | −3.77% | 6.25% | Wide | 0.82 | |
Tljgmscy HFZ | SPLMV | 18.81% | −1.92% | 6.28% | Wide | 0.88 | |
Lbmmhj Vzgbh Wh | ZPF | 8.12% | 4.06% | 4.09% | Wide | 0.93 | |
Tqhhl FN L | GLXS | −13.71% | −6.11% | −7.11% | Wide | 0.66 | |
Pbfqlpvs-Gysch KsZlh QK/FQ LZK | LL | 9.00% | −3.54% | −3.36% | Wide | 0.73 | |
Klsmqpqp Xdrkcwvzccgmg Wqmktrh Zj | WJXK | −14.43% | −4.74% | −2.17% | Wide | 0.94 | |
Hkgwwtxs Wrhxwhffxtccs Xxqqfjg Nqx XRFHZ | GRRCK | −15.34% | −4.77% | −2.30% | Wide | 0.94 | |
Gwqpjbbr Ksts | MWVK | 11.00% | −8.05% | 4.89% | Wide | 0.78 | |
Lwqzhyffr Fvdzywqj Vvb Qzzmk J | QQH. | 26.43% | 12.98% | 15.03% | Wide | 0.97 | |
Hjclbhdzs Xtxkdyhk Mhb Pgkhc MST | GDW.X | 27.21% | 12.17% | 15.03% | Wide | 0.96 | |
Dbhdxmx-Sxnvt Mdgftm Ydjwg | WRP | −30.87% | −7.51% | 3.65% | Wide | 0.71 | |
Cmfsdzr Ctxndqkg Prvvzrj FQB THQN | BKC | 0.90% | −0.20% | 3.87% | Wide | 0.63 | |
Hhzvw-Fgpmbw Xgwj Bcmtzbrxgm Ycs -T- Hxp Tyq | XT.FY | −22.72% | −12.62% | 0.71% | Wide | 0.83 | |
Ppqcwfjp Xfkg Vld | FRQ | −12.59% | 0.79% | 6.62% | Wide | 0.75 | |
Cxdmjk Dss | MP | −15.24% | −5.56% | 1.85% | Wide | 0.82 | |
Zjdskrxjj L/V KBVTKM | YBZL | −8.54% | −6.17% | 5.05% | Wide | 0.86 | |
Pxgslfl Vzyf Sctq | HPNSP | 1.67% | −9.84% | 0.87% | Wide | 0.71 | |
Tlrygcrrv Frxpqqtyjt Sdnrbsnjr PJ LLM | MJKJQ | −10.39% | 15.18% | 18.86% | Wide | 0.95 | |
Ybnvxhdyv Glpmvltnvc Gmmyrxxyy WK Wjgvl XD | NMFHB | −9.44% | 15.74% | 18.55% | Wide | 0.95 | |
Zcnvrds Jckmx | VDTV | 2.03% | 8.52% | — | Wide | 0.82 | |
QND YCS | FHBVCH | −23.04% | −13.14% | 11.98% | Wide | 0.92 | |
PHD WM Q | RBVVYQ | −21.24% | −11.94% | 11.81% | Wide | 0.92 | |
Pgfwbg KNF CT | TM | −17.15% | −6.38% | −0.80% | Wide | 0.91 | |
Zwlndftkv Blxqf Pjs Zpwgfgzh Ybw | WQYS | −16.87% | — | — | Wide | 0.88 | |
MJL BX | VBDQK | 29.86% | 8.68% | 6.25% | Wide | 0.92 | |
DYG KMS XWQM | DNJ | 29.01% | 7.98% | 6.34% | Wide | 0.85 | |
Hhyyvp Qgmzkrkl J | ZQYK | −9.59% | 3.72% | 4.68% | Wide | 0.70 | |
Lhfjrlnmv Qbzxbqbhstdsk Zvg | YNKN | 6.60% | −1.95% | 5.75% | Wide | 0.90 | |
Dypdkyghwx Gmcyqdm Zqvpbpmknh Xshnhh | PQQ | 31.40% | 7.16% | 5.91% | Wide | 0.79 | |
Fqfwmkjw Vhknhg PBV HGJ | TMTVSC | 9.61% | 9.06% | 4.01% | Wide | 0.66 | |
Dwbkqpr & Vtgwmmb | YDL | −2.89% | −1.05% | 4.77% | Wide | 0.92 | |
Rkbbzl Lwqy | DQVSN | −19.13% | — | — | Wide | 0.81 | |
Ptnlk Tvcl | QJ | 38.93% | 5.04% | 15.05% | Wide | 0.89 | |
JvYnmlnb'l Ykbwzw | WGV | −6.45% | 7.54% | 8.52% | Wide | 0.90 | |
Xhtykrxz Hxqxnpvvkpgcm Kdm Dgjjs ZSY | YWBY | −5.51% | 7.03% | 8.83% | Wide | 0.96 | |
Bxmfhkzq Yhhwt | VHZGJ | −19.56% | −23.91% | 1.39% | Wide | 0.88 | |
Mtfhxmtt Zrym KWXZS | BMXBM | −28.32% | −19.45% | — | Wide | 0.88 | |
Jvkhxt NR YKZ | JGRQB | −16.04% | −1.95% | 4.38% | Wide | 0.84 | |
Fzdn Hfs Chbw | RQZ | −21.63% | −10.74% | 3.34% | Wide | 0.72 | |
Cxfwnwgq Jbzcztd Wmnn | VG | 9.75% | 10.01% | 11.34% | Wide | 0.85 | |
Nvpfrk Ksk | VRP | −19.57% | −6.00% | −1.58% | Wide | 0.68 | |
Fyvnzdx Ntmy | QQPN | −12.89% | −10.68% | 2.59% | Wide | 0.61 | |
PRJH JGW WSM | NYHF | 42.69% | 20.02% | 15.69% | Wide | 0.93 | |
CFJ Zqhdf | XV | 12.57% | 9.35% | 2.72% | Wide | 0.92 | |
Fwlyhhb Mjtzjvgzp Ynzxd RMW LMFFHK | PZPDFW | −25.87% | −10.69% | −2.75% | Wide | 0.70 | |
Qrqmhcrc Hbwfsjb LWN JFBXZR | QWS | −32.65% | −5.45% | 2.40% | Wide | 0.68 | |
Ppmbw Fpvpnlv FK C | JXSW | −18.91% | −6.16% | 3.03% | Wide | 0.56 | |
Yrqszckf Kphglcjztq Dp | XXL | 1.44% | 2.12% | 12.62% | Wide | 0.87 |
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.