Small-Core Moat Stocks
Here we highlight stocks in the bottom 10% of the capitalization of the US equity market that do not have pronounced tilts towards growth or value characteristics with respect to valuation ratios, dividend yields, and growth rates on earnings and sales among other metrics. These companies also have a wide or narrow economic moat—a durable competitive advantage that allows a company to earn excess returns on capital for a long period of time and keep competitors at bay. Morningstar analysts assign every company they cover an economic moat rating of wide, narrow, or none.
|
Name
|
Sector
|
Morningstar Rating for Stocks
|
Fair Value
|
Fair Value Uncertainty
|
Market Cap
| |
|---|---|---|---|---|---|---|
| Acuity Inc
AYI
| Industrials | $380.00 | Medium | $9B | ||
| Align Technology Inc
ALGN
| Healthcare | $195.00 | High | $10B | ||
| Allegion PLC
ALLE
| Industrials | $202.00 | Medium | $13B | ||
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CHDX
| Consumer Cyclical | $145.00 | High | $10B | ||
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DYP
| Healthcare | $164.00 | Medium | $8B | ||
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NJBP
| Technology | $161.00 | High | $4B | ||
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HKQX
| Consumer Cyclical | $63.00 | Medium | $15B | ||
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SPQQ
| Healthcare | $280.00 | High | $10B | ||
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CRFPT
| Healthcare | $71.00 | High | $11B | ||
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BBKY
| Consumer Cyclical | $43.00 | High | $5B | ||
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WXLJ
| Consumer Cyclical | $151.00 | Medium | $8B | ||
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BZQ
| Consumer Cyclical | $96.00 | High | $8B | ||
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DCVS
| Consumer Cyclical | $32.00 | Very High | $7B | ||
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CGN
| Consumer Cyclical | $131.00 | Medium | $5B | ||
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WYV
| Financial Services | $80.00 | High | $4B | ||
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ZLD
| Industrials | $60.00 | High | $8B | ||
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XXV
| Financial Services | $149.00 | Medium | $10B | ||
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LZR
| Healthcare | $165.00 | High | $11B | ||
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KYPKD
| Consumer Cyclical | $130.00 | Very High | $11B | ||
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LGPW
| Consumer Cyclical | $372.00 | Medium | $10B | ||
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NMRW
| Industrials | $79.00 | Medium | $10B | ||
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RZGLD
| Consumer Cyclical | $39.00 | High | $10B | ||
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YSQPG
| Consumer Cyclical | $74.00 | High | $7B | ||
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HGJ
| Financial Services | $303.00 | High | $10B | ||
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QRMF
| Industrials | $215.00 | High | $12B |
United States