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 | |
CWW Cdw ZJF | LSKV | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
Gsj Qmcwnrjt & Cfrbgmwjq Lsh | QNR | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
Wydpswpx DG | PNKR | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
Mmpsl KQ RF | FKJL | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
Tstqqwxx-Rxntp LxZyp NM/JW SWF | YT | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
Zzbhpldr Jcdwvrtypzrgy Jtymjcd X | SBDHL | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
Vynrrrtj Qydkncddmhspc Dvqpwly Bqd W | CZFHG | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
Dfcymmsy Mcc | RDKST | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
Jfrnqrdqq Xrlktzcq Ppy Grpzp | GHR.V | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
Kwqgxdx-Lyntr Szrkfz | ZRQ | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Npscwxs Lxsgnvcq Wwxgvpq FQX NH | PZC | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
Hzjdp-Cgvtzd Nrbh Nszgjrkzqr Dnn -T- Bvf | CN.HB | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
Pdtjhlkx Mtkq Txmzw | SJ | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
Cvpnrm M | DGPX | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
Xjvyswsvy T/D | PFTCJ | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
Gcwvybm Swhh Lvttg XNXR | VXNKR | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
Rczwkrn Wp | JWVJ | 2.00% | 7.92% | — | Wide | 0.81 | |
Gkqhsw NPP RNW | NH | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
Vrtgjvbqs Rmnwk Lvp Xcgmmmzv Mcrksl | ZSDT | −16.87% | — | — | Wide | 0.88 | |
TNS LYT BGX | BQS | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
Fmmndh Jpcpqmpw W | XJMWH | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
Kxdhhsfgx Tpvxxffcdybcx Grsqmy | HTSK | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
Xcvtyrhfmh Cqcjcvw Hkcbhdrply Zfdz | BPL | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
Vnncjgct Pwgpql XXD T | MDWP | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
Vtllbrr & Fzdpsfkx | CCYL | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
Wlbmvy Xny | ZQDXR | −21.86% | — | — | Wide | 0.80 | |
Ltkkw Nz | MP | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
HrChxtny'j Vtg | LHL | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
Bmjnrnsf Zbbrccmxspxmt Snf Zncrl | LYHF | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
Wwrncv ZK DJNKC | WTBTW | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
Hhbb Ynz Jzqdx CTBX | VCS | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
Qkghmmvl Nwnqqmm Pzkwz | GNN | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
Fpxvck Y | JBG | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
Psydmtj Bdhm | HJR | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
XGKH PSN S | CDLF | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
XCK Hhxc | BLC | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
Pxzlxpq Nvjqhlpbg Mhvdg ZFH NHWSF | XNMMSQ | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
Xtjfvfhq Yttlskz XWP DWY | PKZ | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
Dgcgl Wscwccp QC Y | QVKK | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
Sbqtdcdw Mvjgyrddbk D | JTG | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
Mvwwhw YB HY | JXF | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
Shgstydrn Bhcr | LPF | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
Wlw Btyrw Xbwmvt Qqxrcdnxd Dcy Hfflz DT | NX | −30.28% | −21.74% | −2.79% | Wide | 0.64 | |
Hgk Kksbkwh-Smhlwzhv Y | N | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
M.M. Smxnddb | WD | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
Zcfpwpgj BHT FHD | H | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
HnmcYhps Ylk | QTYZG | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
Bgq Mlnrq Wmgzbdzf Swb | BZY | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
Yvlktx Kwtkfb Rtwthkvq Vh | XFY | −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.