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 | |
|---|---|---|---|---|---|---|
| A.O. Smith Corp AOS | Industrials | $72.00 | Medium | $9B | ||
| Acuity Inc AYI | Industrials | $388.00 | High | $10B | ||
| Albemarle Corp ALB | Basic Materials | $190.00 | Very High | $11B | ||
LOCK|$!v R&lP<VtBRD zTDTH BFMJ | Healthcare | $195.00 | High | $12B | ||
LOCK|#kdh%T VKD% DNZR | Industrials | $202.00 | Medium | $16B | ||
LOCK|<Wj?% CPY>?!m>DR!@ V^?^H?gs L>% FZVC | Consumer Cyclical | $157.00 | High | $11B | ||
LOCK|<^sk@<&T DgY MYF | Healthcare | $164.00 | Medium | $9B | ||
LOCK|#G?> #XMnG Vmmm DHCP | Technology | $161.00 | High | $5B | ||
LOCK|>-g@d !qnB<gnp>pYD $<z T@FXX ZR YKB | Healthcare | $280.00 | High | $10B | ||
LOCK|Y-R%kvl% xcCZ LDKX | Healthcare | $71.00 | High | $11B | ||
LOCK|%RX%@$?QJ !<^@$>g m@<> YRHW | Consumer Cyclical | $43.00 | High | $6B | ||
LOCK|kRF&# $P<K&^k%Yy<H# r<% TZXN | Consumer Cyclical | $151.00 | Medium | $8B | ||
LOCK|^KZ-D#TX#q #J%G @!bR$Q$R!S fqg -!- %Zd l<cVW ZV.WZ | Consumer Defensive | $35.00 | High | $14B | ||
LOCK|m. yLMf><c^ @%>p?xzjb n#$q NMTCM | Industrials | $131.00 | Medium | $16B | ||
LOCK|>Sg# bDhNB XBXZ | Consumer Cyclical | $63.00 | High | $8B | ||
LOCK|D<% !s? ZWDVW | Consumer Cyclical | $32.00 | Very High | $9B | ||
LOCK|^V%^ bK&<yT mP<%&$<xpJB#j kRR? WSVC | Consumer Cyclical | $131.00 | Medium | $5B | ||
LOCK|S$r & >S$#>r <@X@ LLD | Financial Services | $80.00 | High | $4B | ||
LOCK|zwJD/s$<&w <<B%$%& MWR>G XBB | Financial Services | $149.00 | Medium | $10B | ||
LOCK|VQBX wQ#T HYLZ | Healthcare | $165.00 | High | $12B | ||
LOCK|&<jq> qF%%CdC &#DN PWPFL | Consumer Cyclical | $131.00 | High | $12B | ||
LOCK|B?<%'D $Pnsr $FY TRC | Consumer Cyclical | $365.00 | Medium | $11B | ||
LOCK|x#%fJ#s W< #bl% MVRK | Industrials | $79.00 | Medium | $10B | ||
LOCK|vX$cNn<! !CP sJk#xZKz !YD??! - WM$z> d$P GSKYN | Consumer Cyclical | $36.00 | High | $10B | ||
LOCK|xmWv$Ws wS$YKM#g? @ff KHRT | Utilities | $39.00 | Low | $13B |
United States