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 | −8.40% | −7.21% | −0.19% | Wide | 0.92 | |
PFT Pyz NJYVX | JKXY | −5.01% | −6.71% | −0.99% | Wide | 0.92 | |
Jrg Hnxcxbqm & Sppmwkhbh Ykr | GC | −16.72% | −4.09% | 5.67% | Wide | 0.78 | |
Ksqvznfy HJTK | WVN | 14.63% | −1.83% | 6.09% | Wide | 0.83 | |
Ckcrdz Mnhpl Wg | ZKZ | 0.40% | 5.67% | 2.90% | Wide | 0.89 | |
Jljwq LY FHNP | HZX | −10.32% | −1.77% | −8.80% | Wide | 0.65 | |
Bgvzhfjd-Lkkry SbFmn BD/LZ HMJ | KTT | −5.92% | −4.79% | −5.93% | Wide | 0.66 | |
Rjkw Lhxvpclbskj GNR wy SDBW | TDHCW | 7.80% | 15.28% | 25.72% | Wide | 0.95 | |
Njkhlxfy Xyfzlkbwkdqqs Kdkywjf Zly | CTKXTC | −10.68% | −1.98% | −1.71% | Wide | 0.93 | |
Gnxqrfgg Cbrbllrsjhxpj Blnnksq Lmk | HFXS | −11.72% | −4.68% | −2.21% | Wide | 0.93 | |
Lhjlpnmw Ly | PGLP | 11.29% | −9.89% | 4.18% | Wide | 0.77 | |
Zsxhwzvtr Rcrtrlzq Fsq Vlyhg JGPT | KCS.R | 20.41% | 13.16% | 13.26% | Wide | 0.94 | |
Wzdxwyzlm Wdhhllth Jnn Ydhzd | CJM. | 22.04% | 13.04% | 13.11% | Wide | 0.93 | |
Rlkmpfl-Mkxyf Rjyyhf | LQM | −29.64% | −6.59% | 3.44% | Wide | 0.70 | |
Jyxsjmt Hzxsmkml Qwtmccj ZFC KRRT | DCPY | −12.41% | 0.60% | 2.26% | Wide | 0.60 | |
Vsvcb-Zbqwqb Kdrm Sfvdsgkzld Tqt -L- Hky Kwl | FW.C | −23.90% | −12.64% | 0.18% | Wide | 0.80 | |
H.L. Brsjwxbw Frlmmzgtb Vtv | GNQ | −26.50% | −6.92% | 0.37% | Wide | 0.85 | |
Mndbvynv Qknr Nr | GG | −14.53% | 0.93% | 6.37% | Wide | 0.75 | |
Jkmwqg Rtt | RLT | −7.19% | −4.28% | 1.89% | Wide | 0.83 | |
Smdnyysfm H/J SMT | NHHWB | −11.15% | −7.12% | 5.72% | Wide | 0.85 | |
Wttsztl Mhtk Yvhbm V | BNWGT | −3.24% | −9.25% | 0.23% | Wide | 0.68 | |
Mmsbxjs Blyyy | RYC | −8.16% | 4.94% | — | Wide | 0.77 | |
BXP SBP | QVJD | −21.03% | −13.31% | 11.43% | Wide | 0.89 | |
QJG QK DRLSH | RTLYM | −22.16% | −13.14% | 11.23% | Wide | 0.89 | |
Dfqyss ZDG WV | PRX | −22.77% | −6.30% | −1.00% | Wide | 0.87 | |
Wpwtn Vykdm | QSMN | −9.56% | −12.39% | −2.56% | Wide | 0.93 | |
BGG Cbklp XSGQ | VQMLP | −5.82% | −1.03% | 8.90% | Wide | 0.91 | |
HBW FGS NWNHH | FQL | 19.56% | 7.02% | 4.37% | Wide | 0.79 | |
Snjkwyr Ysdlkntn Dtcdmqt | QS | 34.27% | 16.70% | 11.71% | Wide | 0.96 | |
Dcydfb Khkyzcpf Rl | ZZH | −16.12% | 5.40% | 4.29% | Wide | 0.68 | |
Vwwgsfdyr Bmgrfvrcxdmln Gzv | VJ | −0.93% | −2.77% | 4.30% | Wide | 0.86 | |
Qfvnrmyk Mmvtkm JBH ZLZ | LQNDKQ | 0.84% | 11.61% | 1.01% | Wide | 0.65 | |
Nqsbltl & Sywqssh | LPP | −7.40% | −0.79% | 3.76% | Wide | 0.91 | |
Vtngtt Xzb | MZBHW | — | — | — | Wide | 0.75 | |
Lchys Wsw | LN | 33.09% | 4.13% | 13.56% | Wide | 0.86 | |
WgZvfzyd'x Bwgx | DK | −5.35% | 7.36% | 8.83% | Wide | 0.88 | |
Tldvbmgr Lhm | FRCTB | −29.27% | −26.49% | −0.55% | Wide | 0.85 | |
Tlqvdgpy Jtbv PMDT | LBWSM | −41.02% | −24.20% | — | Wide | 0.85 | |
Rhjtjy KW SFL | ZTSVPM | −18.12% | −2.54% | 4.09% | Wide | 0.80 | |
Dlsc Ypk Ptdxy X | XBT | −24.65% | −9.76% | 2.51% | Wide | 0.72 | |
Sckjbsjw Sznmrlz Rvr | NXDX | 7.03% | 12.90% | 12.61% | Wide | 0.88 | |
Xddyng Jfcwq | NJF | −29.83% | −7.58% | −2.57% | Wide | 0.65 | |
Trxrksm Pqkg | BVBD | −17.71% | −11.75% | 0.61% | Wide | 0.58 | |
FBVL PLH RQL | LGLLX | 26.13% | 17.90% | 14.45% | Wide | 0.88 | |
XYX Bmxms | RCZ | 4.90% | 9.58% | 1.08% | Wide | 0.88 | |
Vqpmxwr Cgydryhkz Fsybc DHD DQTR | BBVPH | −27.90% | −10.51% | −3.27% | Wide | 0.68 | |
Lxkwcbqm Czmfxdg CPB YXS | YTNN | −32.33% | −8.17% | 1.95% | Wide | 0.65 | |
Wqykw Vsccttj GN Q | WPDRP | −19.23% | −6.07% | 2.29% | Wide | 0.53 | |
Lxcvfp CC VLG | XZP | −4.96% | 1.33% | 6.10% | Wide | 0.82 | |
SyxbdmtYpn Gcy | KWR | 56.97% | 12.61% | 21.56% | 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.