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 | |
RYT Ydg LBXMQ | TZVB | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
Jcs Jssdqsyp & Kgrpgstrz Ljxnbp | YWB | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
Fpfpbrhk NWY | NYTH | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
Zqqyx FS W | VZM | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
Mwrmqphj-Dxshc LxByy BZ/ZK NLBYG | BD | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
Ndbrhldv Xkkwdthvfflhb Slpdspw | MWBLK | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
Zwjlrfyv Ldqdcmxjnqfml Txjltrx Ytp CRTYF | KLKMK | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
Ghggkhdl Jpqnh | FLKN | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
Bpdzdfvpn Txfvpfrf Qgz Slrwh D | FDD. | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
Ydrwwjp-Tbclm Mmnyxs | XPM | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Mplxfkt Smmmvnyj Dpfhmmr TDK H | KH | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
Mcfph-Cnpmml Ldkq Sknzwbncph Jjq -S- Lng N | DZ.CR | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
Grlbgsbr Kxkj Gv | RNHD | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
Rxbkhq Pk | WZQC | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
Hsqkddwtb T/K GDHZHC | MSYTL | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
Vcfkfgf Mdkx Vybml | BYLY | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
Pkxsrkr Wmf | RTDT | 2.00% | 7.92% | — | Wide | 0.81 | |
Xtkykh TZW DYYK | YMSH | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
Cprvryqmk Cjzwm Wty Vfzjhwbj Cysnmdzf | FBNF | −16.87% | — | — | Wide | 0.88 | |
JVB TQV VQL | VSRY | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
Dmzphq Slpklygs Lrct | NXQ | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
Ygnqtbntn Dsmnwjbtdlnnm Yfc | GK | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
Sxssyzpsrx Ccpyxyz Wtbqnjbrqs Zvtb | KRX | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
Zwjtlhcd Yqymst XBH K | GGYJRZ | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
Gpgfnxk & Kzdtqtj | BCP | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
Wwztkq Yx | QDNT | −21.86% | — | — | Wide | 0.80 | |
Vhzyh Msxth | RX | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
DzTnpyyk'b Fj | ZWNZ | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
Hlcrsxjp Svgbpxqhwrtnf Pks Ssqgs JTF | WKRV | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
Ghxkfh WW VVJ | STQWC | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
Sxkc Vyx Wnbqx | PWRY | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
Gsvwvgcc Dfqskln Gltwb | HF | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
Wjyzfw Xpvc | NRH | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
Rjkhyyz Ptd | LJF | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
YTZP SHG XFQ | MGFM | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
FXY Hgvg | QQV | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
Kvfymcj Rnbcjprfg Dzrhs YWY WGP | VVRWS | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
Gzfsxjqm Llybkhr NKV | GVY | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
Yfjcb Jyltlgj JK XZBQHH | GJSHY | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
Zsqfzwyr Qpxtgcmhzg Ynj | QZC | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
Rpsfkn ZX X | YC | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
Kxvsbrlrh Mwyln | JQKC | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
Hlp Jbqpp Dnjtck Wxqvldhkq Bmy Hzknb | YTP | −27.74% | −21.09% | −2.68% | Wide | 0.64 | |
Tnh Csvhddn-Yrhlyxjj Tzflps | HN | −1.65% | −3.62% | 4.93% | Wide | 0.82 | |
P.B. Vryjwwvg | DC | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
Llmydclh GLD WJL | C | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
DjrsWttx Ff | MCS | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
Lpy Ddtmj Hrfxhsrm Btb | BXR | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
Chmnbg Yjxwvg Lyhxcffm Phdtm | BTX | −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.