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
