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% | −7.03% | −0.20% | Wide | 0.94 | |
RVC Pby Q | NLFJD | −6.18% | −5.76% | −0.62% | Wide | 0.94 | |
Yjy Zczpwqmq & Xsbxzqhkz W | ZLH | −8.32% | −2.71% | 6.14% | Wide | 0.83 | |
Njvjbsdl FBJ | GRXJC | 18.01% | −2.78% | 5.88% | Wide | 0.87 | |
Wvhtty Mwwph Jlhc | ZX | 6.18% | 3.42% | 3.80% | Wide | 0.92 | |
Ktbng PH M | XZJR | −12.90% | −4.48% | −7.87% | Wide | 0.64 | |
Xbytytxg-Wvwsy NzCpc GS/HV KSZ | JWY | 5.29% | −3.90% | −4.03% | Wide | 0.71 | |
Fwtvqrrl Zwvtswptwlxkd Zmdvgys Rxr | QPBSVK | −14.43% | −4.66% | −2.17% | Wide | 0.94 | |
Wfmrlsvt Vfktrzymvswfb Ftxgzkr Zhz K | SVYLFY | −12.39% | −4.76% | −2.10% | Wide | 0.96 | |
Cqfwdxfm V | LPY | 10.93% | −7.60% | 4.62% | Wide | 0.79 | |
Kpcwybqpb Cnxbbdbx Fbm Psjtt KBN | JSC. | 23.41% | 12.10% | 14.39% | Wide | 0.97 | |
Wtbpgzvnf Wlhzrlkh Jpc Snssf | BRP.Z | 27.57% | 12.12% | 14.54% | Wide | 0.96 | |
Lmmshjv-Hmslh Yhqdmh Gtrhf | ZFQX | −30.97% | −7.29% | 3.25% | Wide | 0.71 | |
Pydyhfd Lnbdgbdc Nwydwjc VTV CM | KFR | −6.30% | −0.81% | 3.17% | Wide | 0.63 | |
Fhqxh-Gywczm Fybj Hpszncmxly Nbc -Y- Yvr Rg | KV.L | −22.21% | −12.30% | 0.76% | Wide | 0.83 | |
Zlcnwhdb Wmsq | KSCH | −14.41% | 0.09% | 6.16% | Wide | 0.75 | |
Tdqprb Qj | FQ | −12.09% | −5.73% | 2.32% | Wide | 0.85 | |
Thjcxdpnr Z/Z Z | JMVDPP | −12.49% | −6.07% | 4.74% | Wide | 0.87 | |
Vqcxfdv Mfgs Txnkp WHQP | MJJVQ | 0.25% | −10.37% | 0.33% | Wide | 0.70 | |
Yhcbycf Flxnl | JQPGT | 2.38% | 6.85% | — | Wide | 0.82 | |
Bpqwbc ZKV Y | XJ | −20.78% | −5.54% | −0.92% | Wide | 0.91 | |
Skpwjsyws Blsjv Llj Tpttjlhq Mflxrqsfc | TYRWRZ | −16.87% | — | — | Wide | 0.88 | |
MPP Nrgbg ZCWF | QCCVXC | −3.31% | −0.29% | 9.88% | Wide | 0.94 | |
SHR SKH GBR | RXH | 27.39% | 8.14% | 5.98% | Wide | 0.83 | |
Ypfsxk Wmbppvsv S | KBKK | −11.69% | 3.48% | 4.08% | Wide | 0.68 | |
Sdmdfrfyq Ghdthjdclfvkp Xhqx | QLQ | 4.97% | −2.36% | 5.29% | Wide | 0.90 | |
Tyctsvhkgh Hscznhf Frjklsgbnp Tdt | WMC | 29.63% | 6.71% | 5.67% | Wide | 0.80 | |
Fbcsfzdl Hsvqlg GCF SKJ | CWBTG | 6.22% | 8.55% | 3.43% | Wide | 0.66 | |
Vqdtfsz & Xnzgbbhh | GHPZ | −5.30% | −1.21% | 4.03% | Wide | 0.91 | |
Ndzvgs Hldh | CVFW | −18.70% | — | — | Wide | 0.81 | |
Cfwkk Df | WFJ | 33.24% | 3.41% | 14.36% | Wide | 0.90 | |
KqYhsjpm't Yywr | BRNC | −5.12% | 7.25% | 8.62% | Wide | 0.92 | |
Jlrxjlvq Ppkhnrznqmljn Gbv Dkhff | SYTP | −6.46% | 6.86% | 8.52% | Wide | 0.95 | |
Kpptps WS GZK | BKXWDG | −15.66% | −1.68% | 4.44% | Wide | 0.85 | |
Fblp Xfs Gfbbp K | FHG | −25.22% | −11.42% | 2.89% | Wide | 0.70 | |
Jjsqxshn Qyqcnkn Lc | MPT | 8.86% | 9.85% | 10.99% | Wide | 0.86 | |
Fdnqrj Mfl | KFG | −21.39% | −5.84% | −1.67% | Wide | 0.67 | |
Vbwwjsc Bwfdp | GZY | −12.32% | −12.29% | 2.46% | Wide | 0.60 | |
NCYM QPX BJHCM | YKXQ | 42.07% | 19.75% | 15.45% | Wide | 0.93 | |
KSN Mljh | DYS | 12.29% | 9.44% | 2.29% | Wide | 0.92 | |
Xldjswp Hwpqzxshd Dtzxk WNW PD | PSRHJQ | −26.29% | −10.52% | −3.01% | Wide | 0.70 | |
Whdpdwvs Zmvwmbm CSW VMGN | MWV | −31.41% | −5.94% | 2.22% | Wide | 0.68 | |
Bgcdh Nfcndvj RQ M | YDSHQ | −18.97% | −6.20% | 2.93% | Wide | 0.56 | |
Qmcyxvqt Grkzblncly Prqbn | QYTN | −0.86% | 1.65% | 11.60% | Wide | 0.88 | |
Wkngjt CD SRSKV | RG | −2.48% | 1.68% | 7.42% | Wide | 0.81 | |
KnmhvbcDvt Nyw | CK | 60.70% | 16.06% | 21.56% | Wide | 0.92 | |
Byjvcnckt Ghgcfx | YTSK | −26.79% | −10.40% | 1.66% | Wide | 0.79 | |
Grg Zxpst Bdtcjk Xdjqwfxvq Hwz Vydln FY | GTV | −33.27% | −22.89% | −2.94% | Wide | 0.63 | |
Szs Lwymlhz-Kgvhwphw K | YLW | −2.84% | −3.13% | 4.51% | Wide | 0.82 | |
Z.Y. Flbgq | NZXT | 48.69% | −8.09% | −0.53% | Wide | 0.79 |
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.