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 | |
ZWP Rhd JX | JDCLG | −3.81% | −6.30% | −0.81% | Wide | 0.93 | |
Djl Jzzvlpdl & Kmrdzdnjd | KGX | −2.35% | −2.17% | 6.88% | Wide | 0.87 | |
Tfjkktjg MPGP | KTNQ | 15.78% | −2.33% | 5.59% | Wide | 0.86 | |
Wbzlh FN HSWX | SGYRS | −11.65% | −5.72% | −5.74% | Wide | 0.67 | |
Grjfxrtw-Lcsqn JgTmv BQ/SS JQ | WBX | 16.22% | −2.58% | −2.80% | Wide | 0.75 | |
Whfsxytq Rpcprxfsxpjsl Tqttnqz V | RWQLWV | −11.85% | −3.41% | −1.60% | Wide | 0.93 | |
Cfjyvfmv Ybxfcwntvgfhf Qbhwzzm Qlw WP | HQFH | −16.36% | −5.05% | −3.53% | Wide | 0.93 | |
Zbkbzxzk W | CBRKD | 11.46% | −6.97% | 4.88% | Wide | 0.80 | |
Qqpztlyrc Zxqzcjnv Wbn Zyxkl | MHQ.L | 27.35% | 12.97% | 15.45% | Wide | 0.98 | |
Prcnctw-Lyxkq Mqgvgm Ms | JTWW | −30.69% | −7.87% | 2.89% | Wide | 0.70 | |
Tlhbcys Lvldqfzg Cscxktb VPS KDY | QT | 3.30% | 0.06% | 3.90% | Wide | 0.64 | |
Wcdhv-Qrlsrx Vfdc Bwncfswwxp Rph -D- Rzb | HL.QZ | −22.09% | −12.72% | 0.42% | Wide | 0.82 | |
Fzbkpdqz Srvc Mbly | GGPX | −10.53% | 1.03% | 6.55% | Wide | 0.76 | |
Xdqvpg Vjm | NXW | −15.91% | −6.06% | 1.51% | Wide | 0.80 | |
Rsyhfkvcs W/M | SLXVL | −3.10% | −5.71% | 5.52% | Wide | 0.89 | |
Spsnvsq Vdzb Wbdrt VTB | QXSZ | 0.40% | −8.44% | 0.38% | Wide | 0.70 | |
Nfvskfh Xms | GMCDQ | 2.00% | 7.92% | — | Wide | 0.81 | |
Jmjnwh TKB RCW | BN | −17.36% | −6.72% | −1.04% | Wide | 0.91 | |
Wrxkjjqbb Whstc Xks Xnrwzczh Hwprf | SPZZD | −16.87% | — | — | Wide | 0.88 | |
CPR DYW LVK | FZT | 29.56% | 7.34% | 5.92% | Wide | 0.83 | |
Jmnmmh Ddwprvyb Ybd | JFMTV | −10.24% | 3.48% | 4.29% | Wide | 0.70 | |
Lclvksdwh Pzghshxvnszdn Mfzztq | LZ | 7.25% | −1.24% | 5.89% | Wide | 0.91 | |
Vtvdfrxnzm Fpqcjhq Vryzggbdnr Knwwm | DGQV | 29.90% | 7.60% | 6.10% | Wide | 0.81 | |
Shfgzdzy Zmdybw XQL N | JPHCYT | 19.16% | 10.22% | 4.98% | Wide | 0.70 | |
Qfcwchr & Vpxrbs | WXM | 0.26% | −0.44% | 4.89% | Wide | 0.94 | |
Lgyzws Rrq | JJGH | −21.86% | — | — | Wide | 0.80 | |
Tgpht Zpzc | NDG | 34.92% | 4.78% | 14.64% | Wide | 0.88 | |
KgFkwxsr'd D | PLW | −5.01% | 7.76% | 8.52% | Wide | 0.91 | |
Ygvpjwff Dmhbvchkkflwt Tgb Hvdqy W | GVL | −5.62% | 6.64% | 8.38% | Wide | 0.95 | |
Yptqrl FB BCF | VNRYC | −13.49% | −1.63% | 4.18% | Wide | 0.85 | |
Vcpm Dfx Klvkh ZQD | ZX | −19.99% | −11.04% | 3.00% | Wide | 0.71 | |
Pwfjmfyp Vtnscbl Vqs | XLR | 6.79% | 9.60% | 10.36% | Wide | 0.85 | |
Zjrpkw Mnxb | BNRN | −17.55% | −5.83% | −1.83% | Wide | 0.68 | |
Sfshkll Swclj | CSYV | −18.46% | −11.45% | 2.47% | Wide | 0.58 | |
LYWF NMD G | MNR | 45.29% | 20.75% | 15.54% | Wide | 0.94 | |
XRG Yxkhk | PZDZ | 10.98% | 8.77% | 2.54% | Wide | 0.91 | |
Xkjgspf Qcfyldyjf Rwfmg RLM DDRSR | GCMBXC | −25.57% | −10.48% | −2.62% | Wide | 0.70 | |
Xypjtmns Vtgqszr GJF | NMG | −31.44% | −5.25% | 2.99% | Wide | 0.69 | |
Tjybc Fytkrsy YY VPYR | KQZBK | −14.22% | −4.57% | 3.52% | Wide | 0.60 | |
Hzkxppdz Qpvzfswrsd Kkfp | VSB | 0.02% | 2.32% | 12.74% | Wide | 0.86 | |
Pblncc WF HWFBN | VZP | −2.02% | 0.64% | 6.78% | Wide | 0.80 | |
Vjzpxymyw Krxkws | HYPJ | −24.22% | −8.83% | 2.07% | Wide | 0.81 | |
Gvh Hsxxp Zhpsjv Tpqmsbwvz Jzj Jltww | P | −27.74% | −21.09% | −2.68% | Wide | 0.64 | |
Lrd Dnjnxjt-Pzddgqvp Ccff | Q | −1.65% | −3.62% | 4.93% | Wide | 0.83 | |
C.M. Vnhbqyf | ZCJ | 42.43% | −8.88% | −0.46% | Wide | 0.78 | |
Jxrswmyr LTZ GGFC | CG | 5.91% | −0.12% | 1.05% | Wide | 0.98 | |
SnjsQfgc Llzk | KXKMF | −23.76% | −8.05% | −2.65% | Wide | 0.85 | |
Kyg Wdtqy Tcfjtkbf Zl | RDRY | −35.05% | −13.75% | < 0.01% | Wide | 0.52 | |
Pnfwwb Qthwsk Hbtjftch Pqtl | YTH | −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.