Morningstar - Q1 2020 - 76

Data Dashboard

Morningstar Wide Moat Focus Index The index consists
of U.S. wide-moat stocks with the lowest price/fair value ratios.
The table below shows the 20 cheapest in the index.

Morningstar Equity Star Rating Tracker Number of stocks
globally that received undervalued (4 and 5 stars) and overvalued
(1 and 2 stars) ratings from Morningstar's equity analysts.
Number of Stocks

01/01/2017-12/31/2019

Growth of $10K (01/01/2017-12/31/2019)

1000

$20K

Overvalued

Morningstar Wide Moat Focus Index

516
445

01/2018

Imperial Brands IMB:GB

Price

01/2017

Fair Value

GBX 1,869.00 GBX 3,700.00

P/FV

Morningstar
Rating

12

Morningstar US Market Index

0
01/2019

10 Most Undervalued Non-U.S. Stocks With Wide Moats 12/31/2019
Company

16

500

Undervalued

01/2017

16.67
15.14

01/2018

8
01/2019

Top 20 Cheapest Index Holdings 12/31/2019
Company

0.51 QQQQQ

Core Laboratories CLB

0.63 QQQQ

Biogen BIIB

Price ($)

Fair
Value ($)

P/FV

37.67

59.00

0.64

296.73

393.00

0.76

Core Laboratories CLB:NL

EUR 34.00

EUR 54.00

Anheuser-Busch InBev ABI:BE

EUR 72.71

EUR 105.00

0.69 QQQQQ

Compass Minerals International CMP

60.96

80.00

0.76

Bayer BAYN:DE

EUR 72.81

EUR 105.00

0.69 QQQQ

Gilead Sciences GILD

64.98

84.00

0.77

British American Tobacco BATS:GB

GBX 32.32 GBX 4,500.00

0.72 QQQQQ

Veeva Systems VEEV

140.66

180.00

0.78

GEA Group G1A:DE

EUR 29.48

EUR 38.00

0.78 QQQQ

Cheniere Energy LNG

61.07

78.00

0.78

HKD 375.60

HKD 460.00

0.83 QQQQ

Amazon.com AMZN

1,847.84

2,300.00

0.80

Enbridge ENB:CA

CAD 51.63

CAD 62.00

0.83 QQQQ

Philip Morris International PM

85.09

102.00

0.83

Westpac Banking WBC:AU

AUD 24.23

AUD 29.00

0.83 QQQQ

Pfizer PFE

39.18

46.00

0.85

JPY 3,265.00

JPY 3,900.00

0.84 QQQQ

Salesforce.com CRM

162.64

186.00

0.87

Merck MRK

90.95

103.00

0.88

Kellogg K

69.16

78.00

0.89

Caterpillar CAT

147.68

166.00

0.89

Altria Group MO

49.91

56.00

0.89

Berkshire Hathaway BRK.B

226.50

253.00

0.90

McDonald's MCD

197.61

220.00

0.90

Blackbaud BLKB

79.60

87.00

0.91

Intel INTC

59.85

65.00

0.92

Zimmer Biomet Holdings ZBH

149.68

160.00

0.94

ServiceNow NOW

282.32

301.00

0.94

Tencent Holdings 00700:HK

Nabtesco 6268:JP

10 Most Undervalued Morningstar Equity Best Ideas 12/31/2019
Company

Morningstar
P/FV Rating

Price

Fair Value

Adient ADNT

$21.25

$53.00

0.40 QQQQQ

Macerich MAC

$26.92

$56.00

0.48 QQQQQ

GBX 1,869.00 GBX 3,700.00

0.51 QQQQQ

Imperial Brands IMB:GB
Telefonica TEF:ES

EUR 6.33

EUR 12.50

0.51 QQQQQ

Hanesbrands HBI

$14.85

$28.00

0.53 QQQQQ

$8.90

$16.50

0.54 QQQQQ

Bayerische Motoren Werke BMW:DE

EUR 73.14

EUR 118.00

0.62 QQQQ

Beijing Enterprises Holdings 00392:HK

HKD 36.10

HKD 58.00

0.62 QQQQQ

AUD 1.94

AUD 3.08

0.63 QQQQ

$108.14

$170.00

0.64 QQQQ

Cameco CCJ

G8 Education GEM:AU

Expedia Group EXPE

76

Morningstar Q1 2020

Morningstar, Inc's Investment Management division licenses indexes to financial institutions as the tracking indexes for
investable products, such as exchange-traded funds, sponsored by the financial institution. The license fee for such use is
paid by the sponsoring financial institution based mainly on the total assets of the investable product. Neither Morningstar,
Inc. nor its investment management division markets, sells or makes any representations regarding the advisability of
investing in any investable product that tracks a Morningstar index.
The Best Ideas list is compiled by Morningstar's equity research teams. Price/fair-value ratios are calculated by Morningstar
analysts and reflect stocks currently under coverage. Wide Moat Focus Index methodology changed in June 2016.
http://www.Amazon.com http://www.Salesforce.com
Morningstar - Q1 2020

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