Wide Moat and Undervalued Stocks
Moats are good for defense against dragons...and competitors. Here we highlight companies with a wide economic moat ––a durable, material 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. The stocks on this list are also trading at a large discount (4-star and 5-star ratings) to our fair value estimate, indicating the stock may be undervalued.
|
Name
|
Sector
|
Morningstar Rating for Stocks
|
Fair Value
|
Fair Value Uncertainty
|
Total Return
1 Year
|
Dividend Yield
Forward
|
Market Cap
| |
|---|---|---|---|---|---|---|---|---|
| A.O. Smith Corp
AOS
| Industrials | $72.00 | Medium | −20.51% | 2.54% | $8B | ||
| Air Products and Chemicals Inc
APD
| Basic Materials | $325.00 | Medium | 4.41% | 2.65% | $61B | ||
| Airbnb Inc Ordinary Shares - Class A
ABNB
| Consumer Cyclical | $185.00 | High | 31.19% | 0.00% | $95B | ||
LOCK|b<NQC sr<Ll j>$qVH> z&D Fy?c
HRHTH
| Consumer Cyclical | $207.00 | High | −40.64% | 0.98% | $270B | ||
LOCK|<?$!ym &#?
SBFW
| Industrials | $202.00 | Medium | −11.48% | 1.43% | $13B | ||
LOCK|LlqV<d @@Z #$F^N bwC
YLYBQ
| Communication Services | $433.00 | Medium | 38.46% | 0.26% | $4T | ||
LOCK|KVWfQy C?H ?h%w% K&!
NVPL
| Communication Services | $433.00 | Medium | 36.76% | 0.26% | $4T | ||
LOCK|l%JV.L<L !Bh
YXPZ
| Consumer Cyclical | $300.00 | Medium | 12.51% | 0.00% | $3T | ||
LOCK|#$m M& >%Mh%
VFBFT
| Consumer Defensive | $3.60 | Medium | 37.35% | 4.67% | $46B | ||
LOCK|n^Wnb$ !ngYcJ@ f>z
MCR
| Financial Services | $341.00 | Medium | −6.98% | 1.26% | $204B | ||
LOCK|g>$<^S knSG >spFD n%F
GCWM
| Technology | $100.00 | Medium | 38.25% | 0.58% | $211B | ||
LOCK|MlzD?r-Nck<^ ^Lts> cv/x> %^XP
SWWY
| Consumer Defensive | $85.00 | Medium | 24.90% | 1.84% | $144B | ||
LOCK|!z&VYrtpr bXg<B
KGTC
| Healthcare | $184.00 | Medium | −1.00% | 2.03% | $248B | ||
LOCK|ltz<B? tbh&
GQTMH
| Technology | $268.00 | Medium | −33.07% | 0.00% | $44B | ||
LOCK|#Z%>p? ?Qs!
JLWD
| Consumer Cyclical | $3,700.00 | Medium | −33.64% | 0.00% | $46B | ||
LOCK|J ^&l#Gcs <#$ y?jrS
FGCWX
| Industrials | $140.00 | Medium | −4.98% | 1.88% | $75B | ||
LOCK|%@ FN >>n>D^< N?w<m
VGPZ
| Financial Services | $66.00 | Medium | 8.31% | 2.38% | $376B | ||
LOCK|%@%yS y@vZVZ^ RzZ Sy!B@#%h b?>vvW - #rRc> LntG
YLR
| Technology | $43.00 | Medium | −36.89% | 0.86% | $10B | ||
LOCK|@np><zS Sg@w
GXY
| Financial Services | $1,280.00 | High | −4.76% | 2.15% | $165B | ||
LOCK|>f^^^#t> SHr!&
GB
| Financial Services | $147.00 | High | −30.12% | 4.66% | $90B | ||
LOCK|?&y# >k
JRD
| Industrials | $254.00 | High | −10.65% | 0.00% | $152B | ||
LOCK|W<Sv@ <Q!H@n%Q Qr?b>
RHGT
| Consumer Cyclical | $217.00 | High | −24.34% | 1.05% | $120B | ||
LOCK|T%ZhD J#k!z#J# rsDB@Bp ?j^ ?!>
WYS
| Consumer Defensive | $63.00 | Medium | 8.01% | 6.28% | $114B | ||
LOCK|QPlZ<> &dJ
HNXN
| Technology | $650.00 | High | 3.85% | 0.76% | $2T | ||
LOCK|<j!pPq@n r&Cd!pFmf &#ZBpNYQ! ^bs
HK
| Technology | $250.00 | Medium | −29.60% | 2.71% | $18B |
United States