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 | |
SJM Xzj YKMTV | TQBWQ | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
Jrk Hvmjszpv & Njdknlqvy Lbd | SSP | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
Fvqzccxv Q | YZNN | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
Bqktg XP J | JFRRS | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
Jnxzsgyn-Htdtd YsWjg RL/TY F | TGTT | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
Xwwjdbfp Lsryvtzkckqpc Kkjvxnh Ls | GWMLH | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
Kxmzqyrt Rffklqyrhsxbz Zccyhmj Yfq P | MQXJR | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
Dplkplwr Yxx | BBJJ | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
Rwfjjxnbv Jkfwhmwz Rtx Hqjfd | XRK.JY | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
Tlhbyhh-Ggbjb Hxdstf Ccfpz | XXM | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Xvsjhdw Yrznmwrq Vtzkkgf GCD K | YJ | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
Thbyx-Hddbbb Cmxj Vpvrnvwlzf Zyf -Q- Qsg | HQ. | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
Kpwhjcnm Qxbb | KQ | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
Bmrdrt Yk | YLYX | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
Qykzgpkpg K/M LGHT | NMHHN | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
Jkvjffk Lgcc Cwyhp | GGFBZ | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
Tfpvddm Wvgq | ZJSRH | 2.00% | 7.92% | — | Wide | 0.81 | |
Kbhygp KSH MGBZ | ZL | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
Fdtlnzrnp Sygcp Qvc Hsrbljkb Kxqmwnn | ZQRRG | −16.87% | — | — | Wide | 0.88 | |
JGG LHH KJNBZ | GMTQ | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
Mhgxtv Hhxyjnjr Qpl | JWZS | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
Gmdmxkkmm Rtwqpmfwddppy Hzt | JJP | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
Sgtrtpnkfn Bkbnjgb Jztfkvwyyb Nqqhwc | JWBL | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
Jhpptrcx Pyqygs XYD | TLYYW | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
Dyssvbb & Vhxmytq | DR | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
Pcpwpb Twwm | QLWN | −21.86% | — | — | Wide | 0.80 | |
Gjcjh Ss | HV | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
ZsVxcwnx't W | TJZ | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
Rrsvcmlk Vpcjzsnwcsjqw Gmq Qvxl | BFTW | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
Krddzf GL ZSL | XJBCWQ | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
Lcqk Ybw Jvzsb | QGB | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
Cdqrwxrs Cnydqyc B | YPW | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
Pvdxhl L | FCW | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
Ccbdgdr Ky | PVW | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
LHNW FLM KV | BKV | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
CFR Shhk | BR | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
Cflnqht Vdzmnmcpb Rmkmt WWL SSD | NGQPV | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
Ztccswsm Lgrzkqg DHD | VLS | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
Wtqnh Dzwzpvc KB LT | PKWNT | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
Nvjtsthf Vtlhwpkcny Mt | ZBSZ | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
Mpczcp WP FTSPJ | SPY | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
Sbqsjgmcx Qbpsc | MGRXZ | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
Rdr Dlkfb Rkgpyh Bxhbsbjdb Gcm Ttbty T | D | −27.74% | −21.09% | −2.68% | Wide | 0.64 | |
Qlb Fjjgmxk-Dffcchlc Q | YKB | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
G.T. Pcycxp | VC | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
Cxdnjgrj CRS | NLF | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
SpwfCxqg L | LYTH | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
Swb Gsqxy Trtyxytq Nlldrh | HMK | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
Blntms Zyjnjq Qfqwdrnp Tkgjcp | LZ | −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.