Morningstar - Q2 2021 - 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
04/01/2018-03/31/2021
Growth of $10K (04/01/2018-03/31/2021)
1500
Undervalued
$20K
Morningstar Wide Moat Focus Index
17.71
16.07
1000
15
579
395
Overvalued
04/2018
500
0
04/2019
04/2020
Price
5
04/2018
10 Most Undervalued Non-U.S. Stocks With Wide Moats 03/31/2021
Company
10
Morningstar US Market Index
Fair Value
P/FV
Morningstar
Rating
04/2019
04/2020
Top 20 Cheapest Index Holdings 03/31/2021
Company
Price ($)
Fair
Value ($)
P/FV
GBX 1,492.00 GBX 3,000.00
0.50 QQQQQ
Wells Fargo WFC
39.07
52.00
0.75
British American Tobacco BATS:GB GBX 2,774.00 GBX 4,300.00
0.65 QQQQQ
Merck MRK
77.09
100.00
0.77
Core Laboratories CLB:NL
EUR 24.20
EUR 37.00
0.65 QQQQ
Kellogg K
63.30
82.00
0.77
Bayer BAYN:DE
EUR 53.96
EUR 77.00
0.70 QQQQ
Amazon.com AMZN
3,094.08
4,000.00
0.77
Anheuser-Busch InBev ABI:GB
EUR 53.75
EUR 76.00
0.71 QQQQQ
Alphabet GOOGL
2,062.52
2,605.00
0.79
GBX 1,288.00 GBX 1,800.00
0.72 QQQQQ
Gilead Sciences GILD
64.63
81.00
0.80
0.73 QQQQQ
Biogen BIIB
279.75
350.00
0.80
Imperial Brands IMB:GB
GlaxoSmithKline GSK:GB
Roche Holding ROG:CH
InvoCare IVC:AU
Alibaba Group 09988:HK
Enbridge ENB:CA
CHF 305.45
CHF 420.00
AUD 11.21
AUD 15.30
0.74 QQQQ
Salesforce.com CRM
211.87
265.00
0.80
HKD 220.00
HKD 295.00
0.76 QQQQ
Compass Minerals International CMP
62.72
78.00
0.80
CAD 45.78
CAD 59.00
0.78 QQQQ
Cheniere Energy LNG
72.01
89.00
0.81
Philip Morris International PM
88.74
108.00
0.82
Cerner CERN
71.88
86.00
0.84
Lockheed Martin LMT
369.50
433.00
0.85
Berkshire Hathaway BRK.B
255.47
293.00
0.87
Guidewire Software GWRE
101.63
116.00
0.88
Blackbaud BLKB
71.08
81.00
0.88
Microsoft MSFT
235.77
263.00
0.90
Veeva Systems VEEV
261.24
290.00
0.90
Pfizer PFE
36.23
40.00
0.91
Bristol-Myers Squibb BMY
63.13
68.00
0.93
10 Most Undervalued Morningstar Equity Best Ideas 03/31/2021
Company
Morningstar
P/FV Rating
Price
Fair Value
Avita Medical AVH:AU
AUD 5.07
AUD 14.20
0.38 QQQQQ
G8 Education GEM:AU
AUD 1.04
AUD 2.20
0.48 QQQQQ
GBX 1,492.00 GBX 3,000.00
0.50 QQQQQ
Imperial Brands IMB:GB
CNOOC 00883:HK
0.50 QQQQ
HKD 8.13
HKD 16.20
EUR 78.62
EUR 152.00
AUD 1.77
AUD 3.20
AUD 17.59
AUD 33.00
0.54 QQQQQ
Prosegur Cmpnia De Seguridad PSG:ES EUR 2.71
EUR 5.00
0.55 QQQQQ
NZD 8.62
NZD 15.10
0.56 QQQQQ
$27.19
$47.00
0.60 QQQQQ
Just Eat Takeaway.com TKWY:NL
Whitehaven Coal WHC:AU
Cimic Group CIM:AU
A2 Milk ATM:NZ
Schlumberger SLB
76
Morningstar Q2 2021
0.52 QQQQQ
0.54 QQQQ
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
http://www.Takeaway.com
Morningstar - Q2 2021
Table of Contents for the Digital Edition of Morningstar - Q2 2021
Contents
Morningstar - Q2 2021 - Cover1
Morningstar - Q2 2021 - Cover2
Morningstar - Q2 2021 - 1
Morningstar - Q2 2021 - 2
Morningstar - Q2 2021 - Contents
Morningstar - Q2 2021 - 4
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Morningstar - Q2 2021 - Cover3
Morningstar - Q2 2021 - Cover4
Morningstar - Q2 2021 - M1
Morningstar - Q2 2021 - M2
Morningstar - Q2 2021 - M3
Morningstar - Q2 2021 - M4
Morningstar - Q2 2021 - M5
Morningstar - Q2 2021 - M6
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
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