Large-Core Moat Stocks
Here we highlight stocks in the top 70% 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
| |
|---|---|---|---|---|---|---|
| ABB Ltd ADR
ABBNY
| Industrials | $83.00 | Medium | $172B | ||
| adidas AG ADR
ADDYY
| Consumer Cyclical | $106.00 | Medium | $28B | ||
| Alcon Inc
ALC
| Healthcare | $77.00 | Medium | $31B | ||
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ZJWM
| Consumer Cyclical | $207.00 | High | $270B | ||
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VHJLVR
| Communication Services | $433.00 | Medium | $4T | ||
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MLCQX
| Communication Services | $433.00 | Medium | $4T | ||
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SQVH
| Consumer Cyclical | $300.00 | Medium | $3T | ||
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BZZW
| Consumer Defensive | $3.60 | Medium | $46B | ||
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LZNM
| Communication Services | $24.00 | Medium | $63B | ||
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KZJ
| Technology | $100.00 | Medium | $211B | ||
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PVDL
| Basic Materials | $42.00 | Medium | $20B | ||
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XLP
| Technology | $445.00 | High | $196B | ||
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XDL
| Consumer Defensive | $85.00 | Medium | $144B | ||
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QRXWJ
| Technology | $290.00 | Medium | $5T | ||
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CXCQ
| Healthcare | $184.00 | Medium | $248B | ||
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BGYZX
| Financial Services | $21.00 | High | $148B | ||
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SZCW
| Financial Services | $35.00 | Medium | $21B | ||
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XCLY
| Financial Services | $29.60 | Medium | $16B | ||
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NBH
| Financial Services | $13.00 | High | $194B | ||
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WFBG
| Financial Services | $148.00 | Low | $116B | ||
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HYR
| Financial Services | $78.00 | Low | $110B | ||
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VRR
| Financial Services | $53.00 | High | $71B | ||
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DW
| Financial Services | $106.00 | Low | $100B | ||
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PXX
| Industrials | $113.00 | Medium | $71B | ||
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BNG
| Industrials | $75.00 | Medium | $74B |
United States