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% | −7.24% | −0.20% | Wide | 0.91 | |
WNC Xwy M | QMPKJV | −4.81% | −5.98% | −0.87% | Wide | 0.91 | |
Qnd Kpxswfvc & Nxynywlgl | XDK | −13.95% | −2.91% | 5.66% | Wide | 0.81 | |
Cnvxxwsy STM | DVSQS | 14.45% | −2.05% | 4.98% | Wide | 0.85 | |
Pjbcwb Zmsrl | NVR | 2.02% | 4.22% | 2.72% | Wide | 0.89 | |
Nhgqs WS L | ZBVR | −10.38% | 0.71% | −7.93% | Wide | 0.68 | |
Qkspqgjk-Vwwfl JdWwj YF/GX SCY | VTG | −4.88% | −4.42% | −5.86% | Wide | 0.66 | |
Cwph Pjqjmrctplj YBR zq WZS | MMPJ | 7.35% | 29.49% | 25.72% | Wide | 0.96 | |
Qyffstty Mpmwvqwnjnvfc Dmdhwdy | LQCP | −14.58% | −3.43% | −2.57% | Wide | 0.94 | |
Ypqzpxqp Qpzqfgcdbzttb Wdrphxy Csc | NMWCN | −8.42% | −3.92% | −1.50% | Wide | 0.94 | |
Nqzqdqnj Jh | BWCYG | 11.09% | −9.21% | 4.02% | Wide | 0.78 | |
Qbhkvltzc Wqmstfbm Czh Pphnw R | ZYM. | 23.41% | 12.81% | 12.97% | Wide | 0.94 | |
Hvgdttyyf Wclhbgnz Vpx Mxzj | VRM.NH | 24.02% | 12.82% | 12.89% | Wide | 0.94 | |
Wgrwcjx-Fbhct Kzmkhg Xm | NKJ | −30.48% | −7.27% | 2.20% | Wide | 0.70 | |
Pvywtvw Sgzjhccc Tystzwv JWM GCZW | GGN | −9.28% | 0.40% | 2.77% | Wide | 0.61 | |
Plfpd-Mtqgzm Bnpz Pryvwhlzct Ygl -X- Psh Dfrqgq | RQ.N | −24.18% | −12.90% | −0.12% | Wide | 0.81 | |
Dfskcchf Sssz Q | HV | −15.01% | 0.63% | 6.39% | Wide | 0.74 | |
Zbjkhd T | DW | −18.55% | −5.51% | 1.68% | Wide | 0.82 | |
Wnsmgrszp Z/Q MDS | QRMSQQ | −12.92% | −7.14% | 5.46% | Wide | 0.88 | |
Pkmptdv Rtpw Zvjmj | BXNVM | −2.49% | −9.46% | 0.23% | Wide | 0.69 | |
Bnzctwn Xchqp | VCFT | −3.68% | 5.82% | — | Wide | 0.82 | |
Fgftgy YFN SRD | ZSQZ | −23.85% | −6.15% | −1.50% | Wide | 0.88 | |
Qmvvg Vysgp | QBFCT | −8.40% | −11.44% | −2.24% | Wide | 0.95 | |
ZWJ VXM WHRHJ | LKP | 22.06% | 8.01% | 4.83% | Wide | 0.81 | |
Nkpkpwc Hnnbdccw C | HTX | 39.76% | 16.55% | 12.05% | Wide | 0.96 | |
Wtkvlm Vbmrnfhk Mjw | ZFJR | −14.66% | 3.80% | 3.29% | Wide | 0.67 | |
Bcddqkfjh Sptqlwcqqsbbf Czkxd | JVR | 1.05% | −2.34% | 4.37% | Wide | 0.87 | |
Gkrtgbhdzk Fwlrsgt Fmhnzxbvyp D | NH | 27.67% | 6.62% | 4.87% | Wide | 0.78 | |
Ydywxptb Xtmxmy TBV Z | JYJW | 2.65% | 10.52% | 1.39% | Wide | 0.65 | |
Jvmsxmx & Zfdzcnnd | PQD | −5.43% | −0.49% | 3.74% | Wide | 0.91 | |
Xfxfdm Gdqch | DZR | — | — | — | Wide | 0.75 | |
Yckcw Lxgcz | LPR | 31.52% | 3.78% | 12.77% | Wide | 0.87 | |
YfMhbxmk'x Zfpw | GKLR | −6.27% | 6.91% | 8.55% | Wide | 0.90 | |
Qllxlr PQ ZNY | CHWPFP | −19.90% | −2.52% | 4.03% | Wide | 0.82 | |
Ddbq Wqv Nkmyk ZF | FN | −26.17% | −10.30% | 2.72% | Wide | 0.71 | |
Fyxsybjl Mxcdwdy Xvsr | XSY | 7.41% | 10.70% | 11.39% | Wide | 0.85 | |
Xfprcz Pvtq | BPRS | −23.38% | −6.42% | −2.26% | Wide | 0.66 | |
Pztptyd Vqlh | XDJ | −18.97% | −13.73% | −0.95% | Wide | 0.58 | |
BRBZ SPG HJX | FSHD | 36.18% | 18.79% | 14.83% | Wide | 0.90 | |
QFX Wddh | HKN | 6.79% | 8.68% | 1.01% | Wide | 0.88 | |
Kdyzjdr Xtxwzfqxh Twynz FBT XDNX | ZPJBT | −28.23% | −10.83% | −3.13% | Wide | 0.68 | |
Klkhjwhr Kdxbych DYQ GCGX | GCSL | −34.00% | −9.02% | 1.16% | Wide | 0.66 | |
Htkkw Tvcsksc RP WTCVSG | VQLK | −21.14% | −6.59% | 1.65% | Wide | 0.54 | |
Qydhmn YD LVBL | WVL | −6.10% | 1.26% | 5.91% | Wide | 0.80 | |
BjkbjrrDmy T | CQZ | 63.96% | 13.49% | 21.69% | Wide | 0.91 | |
Fchpxwfjh Rncsmw | KKDXG | −27.56% | −11.86% | 1.11% | Wide | 0.76 | |
Hdv Hsjpw Ybwklg Gfydqcbbq Tgk Dnftm | BP | −33.11% | −21.39% | −3.80% | Wide | 0.63 | |
Gzq Kksgshw | VSS | −26.07% | 8.03% | 12.18% | Wide | 0.95 | |
Csy Vjhvpcy-Cgvzzqky Dtdkn | TCX | −3.63% | −2.79% | 3.51% | Wide | 0.79 | |
V.K. Srmnpm | PJ | 45.47% | −7.42% | −1.20% | Wide | 0.78 |
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.