Small-Value Moat Stocks
Here we highlight stocks in bottom 10% of the capitalization of the US equity market that are less expensive or growing more slowly than other small-cap stocks. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). 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 | |
|---|---|---|---|---|---|---|
| Adient PLC ADNT | Consumer Cyclical | $48.00 | Very High | $1B | ||
| Asbury Automotive Group Inc ABG | Consumer Cyclical | $295.00 | High | $4B | ||
| AutoNation Inc AN | Consumer Cyclical | $238.00 | High | $6B | ||
LOCK|GdnJ &@!vjkDtwpN!< XJz XZRS | Healthcare | $40.00 | High | $14B | ||
LOCK|DG&n%y lB&^<ndxG%>%z^ TNL^%R SSQMV | Healthcare | $90.00 | High | $11B | ||
LOCK|hB !$^ MS$J@$v rL< <jMPBMJT !vHX<% - ?fC$# ?X#d WRZ | Financial Services | $11.00 | High | $7B | ||
LOCK|G<#b&k^^ @prTn RPPM | Consumer Cyclical | $62.00 | High | $10B | ||
LOCK|YDDW&lc !!#Ps@ FJ | Consumer Cyclical | $87.00 | High | $5B | ||
LOCK|j<rSD TJVXf>F$>@@%<> J#^ BD$Ps ^ GNRHD | Communication Services | $280.00 | Very High | $16B | ||
LOCK|^%Jt m@R VSV | Consumer Defensive | $142.00 | Medium | $13B | ||
LOCK|nRvt @<%@pKbqXkPB?b #>#>K>qP n>< QJST | Communication Services | $4.50 | Very High | $227M | ||
LOCK|<S&>T Sm&qV KGHP | Basic Materials | $20.00 | High | $8B | ||
LOCK|m&'J m^%X!#$% $n&#Q LC!<K TNKT | Consumer Cyclical | $192.00 | High | $13B | ||
LOCK|%? DRhK FMCNQ | Industrials | $121.00 | Medium | $5B | ||
LOCK|vV!BM #drpfB$!<Mn@C %m!? HYZR | Consumer Cyclical | $187.00 | High | $15B | ||
LOCK|$G&q# Rn$G$% ?%DK^r$@wv^ $MW KPFN | Industrials | $52.00 | High | $6B | ||
LOCK|FLB< ^?&>j NGFF | Consumer Cyclical | $42.00 | Medium | $4B | ||
LOCK|n>$ x %fzm@B&!?% @KW JRWH | Consumer Cyclical | $405.00 | High | $3B | ||
LOCK|%TGV-%Kj^w!B& #$Y>H VSYF | Consumer Cyclical | $27.50 | High | $3B | ||
LOCK|?m<K M?Mbg w$&g<Y^ NTX | Consumer Defensive | $26.50 | Medium | $12B | ||
LOCK|@ ^ZS>n ^PG #Kp&X Sm RPNPX | Industrials | $28.00 | High | $1B | ||
LOCK|w<RnKr$ >%ND> QPBW | Consumer Defensive | $135.00 | High | $6B | ||
LOCK|S@VGB& Qww!%v %MDH#< ZMMMT | Industrials | $165.00 | Medium | $5B | ||
LOCK|XM NKmjt JDTX | Consumer Cyclical | $171.00 | High | $5B | ||
LOCK|@!N% gRP>w< Z&# B@$PW b DGVB | Consumer Cyclical | $430.00 | High | $7B |
United States