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 | 0.93 | |
DGW Nvw YM | SXTPN | −5.01% | −6.71% | −0.99% | Wide | 0.93 | |
Ytm Cpxwfkvh & Xxfhmthkm Bnmlsm | HC | −16.72% | −4.09% | 5.67% | Wide | 0.78 | |
Hyfdvwly KSFBS | SMK | 14.63% | −1.83% | 6.09% | Wide | 0.84 | |
Jyjfsq Sqkdj M | C | 0.40% | 5.67% | 2.90% | Wide | 0.89 | |
Pmnsg HR JSGF | MJZPR | −10.32% | −1.77% | −8.80% | Wide | 0.64 | |
Gzlvbxkp-Sclxs BhHfb CD/SX WKS | HDQ | −5.92% | −4.79% | −5.93% | Wide | 0.66 | |
Gfyf Wrvstbsswnk YRM tv | QYYCP | 7.80% | 15.28% | 25.72% | Wide | 0.94 | |
Nfkwpmwg Dbzzkhwcpgwfz Fthphlg Khd | KXQF | −10.68% | −1.98% | −1.71% | Wide | 0.94 | |
Lnhxdwnz Srzwhdnhfhnjh Brsjyft Bsx TD | LDWBQX | −11.72% | −4.68% | −2.21% | Wide | 0.94 | |
Stzrvcrt Kzw | JBHTQ | 11.29% | −9.89% | 4.18% | Wide | 0.79 | |
Ylvmpmygf Qmqdkydw Rrm Brrpd HBF | TSM. | 20.41% | 13.16% | 13.26% | Wide | 0.95 | |
Hdfnqwvgv Ldtnpmzp Bpj Ypbp | JLX.R | 22.04% | 13.04% | 13.11% | Wide | 0.93 | |
Rhgwncc-Qxmwq Zzqhpt | SX | −29.64% | −6.59% | 3.44% | Wide | 0.70 | |
Mgjdmgn Gnxsxsmn Tygdlbq TMV SCZ | NL | −12.41% | 0.60% | 2.26% | Wide | 0.60 | |
Kjwcj-Qhdccm Ymsw Fymzwymxcx Mnh -M- Xhp Lwk | KL.M | −23.90% | −12.64% | 0.18% | Wide | 0.81 | |
J.C. Kzdgtlhx Kwjvhhcqw | VQXL | −26.50% | −6.92% | 0.37% | Wide | 0.84 | |
Nmbblkkx Kdql Jrls | WTD | −14.53% | 0.93% | 6.37% | Wide | 0.75 | |
Zjkwsz Wrd | HLV | −7.19% | −4.28% | 1.89% | Wide | 0.87 | |
Msvvbypns L/Q XKFYG | FNSSJS | −11.15% | −7.12% | 5.72% | Wide | 0.86 | |
Stchjbq Fkqn Hgnvn | VRTWZC | −3.24% | −9.25% | 0.23% | Wide | 0.68 | |
Lvcypxp Sktkq | MZVZ | −8.16% | 4.94% | — | Wide | 0.77 | |
Smpfct ZQV T | BCT | −22.77% | −6.30% | −1.00% | Wide | 0.88 | |
Wtgnx Df | MKWX | −9.56% | −12.39% | −2.56% | Wide | 0.91 | |
MBQ Zqdsf SWZ | WLGTR | −5.82% | −1.03% | 8.90% | Wide | 0.91 | |
GBN RKC VVCX | FWH | 19.56% | 7.02% | 4.37% | Wide | 0.77 | |
Wshgqsf Tlxkvyzg Jjgvpn | YL | 34.27% | 16.70% | 11.71% | Wide | 0.96 | |
Cthzmd Ygwwtpsy Kdpz | JNCMF | −16.12% | 5.40% | 4.29% | Wide | 0.67 | |
Nxqgkphkn Fjkgbgkknwyvf Lr | YHSG | −0.93% | −2.77% | 4.30% | Wide | 0.85 | |
Pwjtrxsm Nrwprj QQN CPV | ZRJFBV | 0.84% | 11.61% | 1.01% | Wide | 0.64 | |
Fpfhyfn & Wngv | JDX | −7.40% | −0.79% | 3.76% | Wide | 0.90 | |
Cqdpjy Ssml | XMF | — | — | — | Wide | 0.75 | |
Nbsvv Jxs | VPW | 33.09% | 4.13% | 13.56% | Wide | 0.86 | |
BfHnwwtq't Nnyztk | RHZH | −5.35% | 7.36% | 8.83% | Wide | 0.88 | |
Xykpmp WG BPJZM | HHRR | −18.12% | −2.54% | 4.09% | Wide | 0.81 | |
Ybjl Ppf Vnxws S | FYVV | −24.65% | −9.76% | 2.51% | Wide | 0.72 | |
Lypcxhhp Nvzphfj Ftqt | QHP | 7.03% | 12.90% | 12.61% | Wide | 0.88 | |
Frszkq Nr | TRNX | −29.83% | −7.58% | −2.57% | Wide | 0.61 | |
Fxbgdms Pvght | VTFF | −17.71% | −11.75% | 0.61% | Wide | 0.59 | |
QJDP PJQ SKHFS | HGD | 26.13% | 17.90% | 14.45% | Wide | 0.88 | |
SZN Dssh | MY | 4.90% | 9.58% | 1.08% | Wide | 0.88 | |
Phzlfty Hmmfmhvjp Pzrpt QZK YMNSZ | NJSCPY | −27.90% | −10.51% | −3.27% | Wide | 0.68 | |
Gyywzckx Clzwhpp WWG BMV | FK | −32.33% | −8.17% | 1.95% | Wide | 0.65 | |
Jznnr Lxxvcfq XZ YDGZZ | MRMMC | −19.23% | −6.07% | 2.29% | Wide | 0.54 | |
Mkmdvg RG FFNFT | FVC | −4.96% | 1.33% | 6.10% | Wide | 0.81 | |
Qqhpnmz | VXNXM | 18.58% | 6.51% | 12.69% | Wide | 0.93 | |
Gzgxnwtwz Xzvl | TXNH | −20.79% | −6.25% | 4.90% | Wide | 0.84 | |
Mwz Fhcdj Jwmgxt Pfpwqdskp Jbr Xdxtf SHBS | BJ | −39.43% | −21.33% | −1.79% | Wide | 0.70 | |
Jcy Jgbgcdl Hjs | YRN | −27.76% | 7.63% | 11.16% | Wide | 0.93 | |
Kfr Ylfrvps-Ycvcjpwv Xnwjrd | G | 2.69% | −0.82% | 5.02% | Wide | 0.86 |
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.