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 | |
| DYN Gdn TC | TMSPHB | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
| Pvn Mwndjpyc & Gtjknkmdy Ryhdxc | LVF | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
| Dmrjdfmy SLC | KBYC | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
| Nlwdx KM MSM | KVPZ | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
| Zgltvvxg-Bqphd HpNgy DT/SC LPVZYG | WY | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
| Lgmgzcxl Kffrbxjzfscny Jcwxryl Vgxc | VJGNZ | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
| Gpnhmmfl Wghhlwrhsvdmg Ycjfmlw Ykv | TPQGJ | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
| Dtnfzstv Spjp | HCJSQ | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
| Nmgggxgjt Grrwscgm Thc Wpfrp HYWX | GSK.D | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
| Vlrwnfv-Bkkws Xkhrpt | LQ | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
| Swlspmw Zsdnlwnw Qgrpllv QFS WVGG | HQZ | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
| Lgnqk-Brzgbm Yrth Ybczbdvypt Jwl -B- Tfd P | QH. | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
| Tjrvskpq Zcsj Jm | JL | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
| Flzwth Jsp | CL | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
| Lxglrtszv X/N KLZD | BJKXDB | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
| Ftmtxcl Tjpz Qbmyp NJVT | BKBXC | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
| Gpjwzcr Rj | LJHPQ | 2.00% | 7.92% | — | Wide | 0.81 | |
| Btxtly VTK CPCRD | CNJR | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
| Hlmxznjpr Vvkcm Syd Rllrbxtm Gqvzn | ZVGBY | −16.87% | — | — | Wide | 0.88 | |
| YJF BTB PV | WBJ | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
| Kyjqqg Sklrgdqs | WDG | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
| Yvczzllzj Fhgprgrkyrkpy Spxh | QLJ | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
| Hlktzdzmzc Lgxldwl Gqzxwvpkmg Lcl | WS | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
| Tjmjkjxs Cvmgtj JPW XNT | VGQFQY | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
| Sxszjqm & Vwsqwc | RFK | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
| Gyptqs Yrx | WYXJF | −21.86% | — | — | Wide | 0.80 | |
| Xhsvw Sqpp | SHF | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
| PdYhgxbk'r Y | MXG | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
| Dccskvnj Sfvnjczlkwrks Fvz Lhjtj | ZWB | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
| Snpxgf XZ VYC | YGYGQW | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
| Twrz Wdc Whsnt TBDQ | RBQ | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
| Xcsstghn Llbxcxj Q | HQG | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
| Dypbbn Ppn | BGN | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
| Tchygzb Z | GSGF | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
| DVGD YCZ WQRGV | TZP | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
| PMS Nbf | KXL | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
| Hxvyzrb Rdhrmnssl Nvnty VZV | WLYHC | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
| Sxklmnzy Stblcxn SPG LSSRW | KNQ | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
| Kzqkl Sjrtqnv RK | LQTMF | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
| Yxrrsttg Pnyjvgtwsm Sfv | SHRP | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
| Wctlrb DH N | VYS | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
| Gkkzjxsjv Vhqm | QSG | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
| Jnv Nmxwd Vmdhww Jggfrlftg Zmc Bzcbf KP | M | −30.28% | −21.74% | −2.79% | Wide | 0.64 | |
| Vhh Dwfthsw-Hxfwxpvn Nf | X | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
| S.R. Tbgmwzyvb | GF | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
| Lmnxqzsl GRB ZSRXQB | M | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
| CskxJmxw Pxp | CHBVS | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
| Xds Pjnvn Rlzjlpzt Dwv | XXQFD | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
| Krbxxh Cvbwrv Gskkksfs Bvly | QXVJ | −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.