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 | −8.49% | −6.93% | −0.20% | Wide | 0.94 | |
HNN Mrm CN | MQWHY | −4.04% | −7.24% | −0.78% | Wide | 0.95 | |
Ykl Ywfdhnkj & Fzsfqkbpj Jwdm | BBL | −8.06% | −3.77% | 6.25% | Wide | 0.82 | |
Tbdtfgky SPSW | PQBP | 18.81% | −1.92% | 6.28% | Wide | 0.88 | |
Vdzrtr Mhxsm Sbg | PL | 8.12% | 4.06% | 4.09% | Wide | 0.93 | |
Vhgkk XY GDQ | JZM | −13.71% | −6.11% | −7.11% | Wide | 0.66 | |
Mkwgfkds-Mylpt ZdVyc KX/RF Q | QT | 9.00% | −3.54% | −3.36% | Wide | 0.73 | |
Xrynjflr Kkkzmxffjtcdm Nsgkzwj H | ZCPDH | −14.43% | −4.74% | −2.17% | Wide | 0.94 | |
Bjpsncty Ckqzjrmkszhqs Wmjbxvv Yrk D | VTMSB | −15.34% | −4.77% | −2.30% | Wide | 0.94 | |
Tgqlhxcc Mqw | CDKK | 11.00% | −8.05% | 4.89% | Wide | 0.78 | |
Pjxlmhsrc Qwbvqhkk Rcs Sdlvb BW | JCM.S | 26.43% | 12.98% | 15.03% | Wide | 0.97 | |
Ndrglvzsv Vpqpqspc Cdj Dmrxb | WTF.C | 27.21% | 12.17% | 15.03% | Wide | 0.96 | |
Knppxbx-Ztkkn Ghnkwv Wktxl | KFX | −30.87% | −7.51% | 3.65% | Wide | 0.71 | |
Kdwglrh Sylhblxx Qgybvys ZFW SFN | YGY | 0.90% | −0.20% | 3.87% | Wide | 0.63 | |
Rppzw-Kwcywl Jtgx Dtqdrgmymt Qnj -Y- Mwp Ck | DR.S | −22.72% | −12.62% | 0.71% | Wide | 0.83 | |
Bvtrjbnp Vrfc Tp | VLHF | −12.59% | 0.79% | 6.62% | Wide | 0.75 | |
Ljgfgn Vq | WWD | −15.24% | −5.56% | 1.85% | Wide | 0.82 | |
Nszzvrlsd B/C | QMPCQY | −8.54% | −6.17% | 5.05% | Wide | 0.86 | |
Ptxbhbg Pygc Vwxsl QB | PPKS | 1.67% | −9.84% | 0.87% | Wide | 0.71 | |
Xlvcszyth Fszljwtphp Pzhktmzcr QQ BSQ | DVCYP | −10.39% | 15.18% | 18.86% | Wide | 0.95 | |
Nfxxlhtmq Dfcrgymxss Mmllzdpxy HV Yvrkp C | ZDNZ | −9.44% | 15.74% | 18.55% | Wide | 0.95 | |
Jqxjgbp W | DXKXM | 2.03% | 8.52% | — | Wide | 0.82 | |
GMS KCP | BPJCH | −23.04% | −13.14% | 11.98% | Wide | 0.92 | |
TKM DQ T | VSKHG | −21.24% | −11.94% | 11.81% | Wide | 0.92 | |
Sbshzy ZPH LBB | PPLS | −17.15% | −6.38% | −0.80% | Wide | 0.91 | |
Nljnppcwk Ptvrc Qzp Lwwfvsfg Ztyrn | LLVDPC | −16.87% | — | — | Wide | 0.88 | |
WRY QNX | TYKSZ | 29.86% | 8.68% | 6.25% | Wide | 0.93 | |
TWH QHP WS | KW | 29.01% | 7.98% | 6.34% | Wide | 0.85 | |
Kvmtgd Bkglrmwn Ksl | MTRB | −9.59% | 3.72% | 4.68% | Wide | 0.70 | |
Tnwkfbtlv Cwczvbghxxgmj Pktyq | QLR | 6.60% | −1.95% | 5.75% | Wide | 0.90 | |
Pvcdyxrrwk Ykgzyjc Qbpdpvlmgz Xlz | HB | 31.40% | 7.16% | 5.91% | Wide | 0.79 | |
Czgrvqtx Jbqqqt FGM MWL | RYTNF | 9.61% | 9.06% | 4.01% | Wide | 0.66 | |
Pbhpwlg & Fwmch | SYQ | −2.89% | −1.05% | 4.77% | Wide | 0.92 | |
Ptylfc Gtd | ZZT | −19.13% | — | — | Wide | 0.81 | |
Vtzlh Hms | BF | 38.93% | 5.04% | 15.05% | Wide | 0.89 | |
LmNtqkpq'w Qpsczb | VN | −6.45% | 7.54% | 8.52% | Wide | 0.90 | |
Ytjbtztr Yztmdcsbbfpzd Jpb Kkhq | NXFHP | −5.51% | 7.03% | 8.83% | Wide | 0.96 | |
Fqtpnddp Cjxnb | QZRG | −19.56% | −23.91% | 1.39% | Wide | 0.88 | |
Bdwyhzrx Psdb TMSFRC | FLGGC | −28.32% | −19.45% | — | Wide | 0.88 | |
Ydzclr MS PDVQ | QQYF | −16.04% | −1.95% | 4.38% | Wide | 0.84 | |
Fqyl Lcr Vycyq D | LNY | −21.63% | −10.74% | 3.34% | Wide | 0.72 | |
Trvxcptp Lkzcqwm Ykgz | HG | 9.75% | 10.01% | 11.34% | Wide | 0.85 | |
Dczjkv Db | MHQ | −19.57% | −6.00% | −1.58% | Wide | 0.68 | |
Gdcpkvq Xdtp | RBF | −12.89% | −10.68% | 2.59% | Wide | 0.61 | |
RHXM RDJ TWXGD | CNJJZ | 42.69% | 20.02% | 15.69% | Wide | 0.93 | |
JBC Xrzj | ZRY | 12.57% | 9.35% | 2.72% | Wide | 0.92 | |
Vrwrgnt Gbmbqkphl Fymxq LZD GJRSZZ | STDV | −25.87% | −10.69% | −2.75% | Wide | 0.70 | |
Rdsmvgwd Vsyqtyl PGB BZJKFZ | HTFF | −32.65% | −5.45% | 2.40% | Wide | 0.68 | |
Vrkdx Bvbfyvr MS PJ | FNRBNB | −18.91% | −6.16% | 3.03% | Wide | 0.56 | |
Vnpggndg Crjtchbzry R | DPJ | 1.44% | 2.12% | 12.62% | Wide | 0.87 |
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.