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
| |
|---|---|---|---|---|---|---|
| A.O. Smith Corp
AOS
| Industrials | $72.00 | Medium | $8B | ||
| Adient PLC
ADNT
| Consumer Cyclical | $64.00 | Very High | $1B | ||
| Asbury Automotive Group Inc
ABG
| Consumer Cyclical | $315.00 | High | $3B | ||
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LXQ
| Consumer Cyclical | $238.00 | High | $5B | ||
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YBX
| Healthcare | $40.00 | High | $12B | ||
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XJRPY
| Healthcare | $90.00 | High | $11B | ||
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SZY
| Financial Services | $11.00 | High | $6B | ||
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MGN
| Consumer Cyclical | $62.00 | High | $12B | ||
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MX.X
| Consumer Defensive | $35.00 | High | $12B | ||
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NS
| Consumer Cyclical | $87.00 | High | $4B | ||
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BH
| Basic Materials | $80.00 | Very High | $5B | ||
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PLWDP
| Communication Services | $280.00 | Very High | $14B | ||
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JSW
| Consumer Defensive | $154.00 | Medium | $10B | ||
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QNFST
| Communication Services | $17.00 | Very High | $422M | ||
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CHC
| Consumer Cyclical | $192.00 | High | $13B | ||
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TKLK
| Basic Materials | $100.00 | High | $7B | ||
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GRSB
| Industrials | $121.00 | Medium | $4B | ||
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ZYDPN
| Utilities | $38.00 | Low | $11B | ||
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YQZM
| Consumer Cyclical | $187.00 | High | $13B | ||
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BTHRJ
| Industrials | $55.00 | High | $5B | ||
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YJCFW
| Consumer Cyclical | $42.00 | Medium | $5B | ||
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XWC
| Consumer Cyclical | $432.00 | High | $3B | ||
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CTQR
| Consumer Cyclical | $27.00 | High | $3B | ||
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JNCQ
| Consumer Defensive | $26.50 | Medium | $11B | ||
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WMSKC
| Industrials | $34.00 | High | $2B |
United States