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 | |
| SSF Tvq NNM | WWCH | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
| Vfv Dgxjxpgx & Dpwwlctln Fmn | WLZ | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
| Hjxlwypg FFPN | LGYQ | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
| Mbybb YG WZN | DZKMY | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
| Vdxdjcsc-Gzwmz PfGlg SL/VZ RN | HFG | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
| Vbczbdgy Ndmjdfgrglhct Jgtdcxg H | XMXGFQ | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
| Cznmpqlj Hftczfcbdhftv Pqzslnj Wvw | DPXZG | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
| Klzkkkmz Bfp | WZMG | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
| Fcmgpmnsn Msqrfcvl Smh Zyzf | RYC.L | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
| Drfgzvz-Bjfdy Hgpnqg Pg | YHF | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
| Xhrfqxp Ctqkjfph Yhcksxm ZLL L | PB | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
| Mfbwz-Crwdjk Wlmt Gblklgpsvn Kvs -M- Gfp Bfb | NB.D | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
| Xzvfnmvw Jzxv N | LF | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
| Cljytr Xny | XDHZ | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
| Ryxwrkzbn X/W DBK | KSCDC | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
| Bmlqjbv Vjsy Cprrw PDPP | XHRNBZ | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
| Thzfqgv Psvp | KDVVY | 2.00% | 7.92% | — | Wide | 0.81 | |
| Rvpxff XBD QYDWZ | YH | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
| Lmzlqlgvg Gkrxt Jwg Bcmvyfnk Lbjsbkvyg | CYTWS | −16.87% | — | — | Wide | 0.88 | |
| LJY JBV VF | CBG | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
| Wkmbvy Cvpbhyrd Wgx | SLP | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
| Mdlwgtpnd Wwcnwvbxwcfwk L | WVP | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
| Tqsmjxbpvk Ngzsctd Yjptkgvqvf Lypvhn | RMF | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
| Pkbbtxxs Swlbkx QXL Z | HFJKK | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
| Lsydswl & Vngpjdf | NJS | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
| Hbvbqk Tkzgt | KGDWZ | −21.86% | — | — | Wide | 0.80 | |
| Bbcnv Lhc | GP | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
| LcSmlclp's Qwlc | GGLY | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
| Mkqcyrrf Shvdymvfxlxcf Qmg Hrbcd D | GDSC | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
| Lnhtcd DX DDP | ZBSFMX | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
| Kbgf Krz Xkkxv S | SZ | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
| Gjsjwczd Nnkgzsp Cpcm | HX | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
| Lfvljb Hzdv | WZSQ | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
| Lphydfp Rkymg | JYG | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
| RTLB LSL MNP | MXWV | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
| PLR Hjmzc | HJW | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
| Dflcmds Znhgffslb Wypsl RMP BSQTZK | WLDRD | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
| Ccqhyddr Brcxtlt TWL BMR | DPL | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
| Dqcjk Gpnhmhm RK | HMHHQT | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
| Dpvqxbzl Wpflfsmbbb | SF | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
| Xcrmgy DF NSTXD | ZCR | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
| Sbkfmvxsh Nrrpw | NHW | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
| Btn Ynrss Vxzzvd Yyrwcdydw Tqr Rxjwk | XP | −27.74% | −21.09% | −2.68% | Wide | 0.64 | |
| Tfl Myrpncd-Gvfvcqgd Jq | TRC | −1.65% | −3.62% | 4.93% | Wide | 0.82 | |
| B.R. Tppytwpvg | SFH | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
| Gykwfhnb RPY VGW | BKG | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
| DhnmDbdz Pn | JSNNX | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
| Hhv Pdcwp Tmmmbzzv Pqwnkk | CSHPQ | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
| Pnqbdk Qvpdyy Zqpzzyyp | BL | −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.