Morningstar - Q3 2020 - 76

Data Dashboard

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.

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.

Number of Stocks

07/01/2017-06/30/2020

Growth of $10K (07/01/2017-06/30/2020)

1500

$16K
13.97

Morningstar Wide Moat Focus Index

Undervalued

13.43

1000
771
360

Overvalued

07/2017

07/2018

12
500

Core Laboratories CLB:NL
Imperial Brands IMB:GB

Morningstar US Market Index

10
8

0

07/2019

07/2017

10 Most Undervalued Non-U.S. Stocks With Wide Moats 06/30/2020
Company

14

07/2018

07/2019

Top 20 Cheapest Index Holdings 06/30/2020
Price ($)

Fair
Value ($)

P/FV

Core Laboratories CLB

20.32

44.00

0.46

0.45 QQQQQ

Wells Fargo WFC

25.60

50.00

0.51

48.75

81.00

0.60

183.30

281.00

0.65

26.79

41.00

0.65

267.55

389.00

0.69

P/FV

Morningstar
Rating

Price

Fair Value

EUR 17.30

EUR 41.00

0.42 QQQQQ

GBX 1,538.50 GBX 3,400.00

Company

Airbus AIR:FR

EUR 63.52

EUR 131.00

0.48 QQQQQ

Compass Minerals International CMP

Anheuser-Busch InBev ABI:BE

EUR 43.87

EUR 89.00

0.49 QQQQQ

Boeing BA

GBX 294.30

GBX 560.00

0.53 QQQQQ

Corteva CTVA

Safran SAF:FR

EUR 89.22

EUR 145.00

0.62 QQQQQ

Biogen BIIB

Elekta AB EKTA B:SE

SEK 86.66

SEK 133.00

0.65 QQQQQ

Philip Morris International PM

70.06

98.00

0.71

InvoCare IVC:AU

AUD 10.48

AUD 15.30

0.69 QQQQ

Altria Group MO

39.25

54.00

0.73

JPY 2,001.50 JPY 2,800.00

0.70 QQQQ

Zimmer Biomet Holdings ZBH

119.36

164.00

0.73

0.71 QQQQ

Charles Schwab SCHW

33.74

45.50

0.74

U.S. Bancorp USB

36.82

48.00

0.77

Pfizer PFE

32.70

42.50

0.77

Merck MRK

77.33

100.00

0.77

Medtronic MDT

91.70

118.00

0.78

Raytheon Technologies RTX

61.62

79.00

0.78

Berkshire Hathaway B BRK.B

178.51

228.00

0.78

Bank of America BAC

23.75

30.00

0.79

General Dynamics GD

149.46

187.00

0.80

Constellation Brands STZ

174.95

215.00

0.81

95.20

115.00

0.83

Meggitt MGGT:GB

Japan Tobacco 2914:JP
Bayer BAYN:DE

EUR 65.79

EUR 93.00

10 Most Undervalued Morningstar Equity Best Ideas 06/30/2020
Company

Morningstar
P/FV Rating

Price

Fair Value

Schlumberger SLB

$18.39

$48.00

0.38 QQQQQ

Wesco International WCC

$35.11

$87.00

0.40 QQQQQ

AUD 1.43

AUD 3.60

0.40 QQQQQ

PVH PVH

$48.05

$108.00

0.44 QQQQQ

Simon Property Group SPG

$68.38

$152.00

0.45 QQQQQ

GBX 1,538.50 GBX 3,400.00

0.45 QQQQQ

Whitehaven Coal WHC:AU

Imperial Brands IMB:GB
Southern Cross Media SXL:AU

AUD 0.17

AUD 0.38

0.45 QQQQQ

G8 Education GEM:AU

AUD 0.89

AUD 2.00

0.45 QQQQQ

Telefonica TEF:ES

EUR 4.24

EUR 9.40

0.45 QQQQQ

Avita Therapeutics AVH:AU

AUD 8.78

AUD 19.00

0.46 QQQQQ

76

Morningstar Q3 2020

American Express AXP

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.
Morningstar - Q3 2020

Table of Contents for the Digital Edition of Morningstar - Q3 2020
