Morningstar - Q4 2021 - 92

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.
10/01/2018-09/30/2021
Undervalued
Number of Stocks
1,500
1,000
487
481
Overvalued
10/2018
10/2019
10/2020
10 Most Undervalued Non-U.S. Stocks With Wide Moats 09/30/2021
Company
Price
Imperial Brands IMB:UK
Tencent Holdings 00700:HK
Core Laboratories CLB:NL
Bayer BAYN:DE
Fair Value
Alibaba Group Holding 09988:HK HKD 142.20 HKD 293.00
GBX 1,558.50 GBX 2,900.00
HKD 461.40 HKD 778.00
EUR 23.50
EUR 47.01
EUR 49.15
Anheuser-Busch InBev ABI:BE
Baidu 09888:HK
British American Tobacco BATS:UK GBX 2,604.00 GBX 4,000.00
HKD 148.40 HKD 214.00
SEK 98.34
Elekta AB EKTA B:SE
Taiwan Semicon Mfg 2330:TW
TWD 580.00 TWD 760.00
P/FV
Morningstar
Rating
EUR 37.00
EUR 74.00
EUR 76.00
SEK 133.00
0.49 QQQQQ
0.54 QQQQQ
0.59 QQQQQ
0.64 QQQQ
0.64 QQQQ
0.65 QQQQQ
0.65 QQQQQ
0.69 QQQQ
0.74 QQQQ
0.76 QQQQ
10 Most Undervalued Morningstar Equity Best Ideas 09/30/2021
Company
Price
AGL Energy AGL:AU
Just Eat Takeaway.com TKWY:NL
Alibaba Group Holding 09988:HK
CNOOC 00883:HK
Prosegur Cmpnia Sgrdad PSG:ES
G8 Education GEM:AU
Imperial Brands IMB:UK
Cimic Group CIM:AU
Woodside Petroleum WPL:AU
SJM Holdings 00880:HK
92
Morningstar Q4 2021
Fair Value
AUD 5.78 AUD 14.00
EUR 63.04 EUR 152.00
HKD 142.20 HKD 293.00
HKD 8.70
EUR 2.57
AUD 1.05
HKD 17.00
EUR 5.00
AUD 2.00
GBX 1,558.50 GBX 2,900.00
AUD 19.66 AUD 33.50
AUD 23.88 AUD 40.00
HKD 5.30
HKD 8.60
P/FV
500
10/2018
10/2019
Morningstar US Market Index
5
10/2020
Top 20 Cheapest Index Holdings 09/30/2021
Company
Polaris PII
Biogen BIIB
Compass Minerals International CMP
Zimmer Biomet Holdings ZBH
Kellogg K
Western Union WU
Amazon.com AMZN
Merck MRK
Lockheed Martin LMT
Aspen Technology AZPN
Intel INTC
Facebook FB
Alphabet GOOGL
Morningstar
Rating
0.41 QQQQQ
0.41 QQQQQ
0.49 QQQQQ
0.51 QQQQ
0.51 QQQQQ
0.53 QQQQQ
0.54 QQQQQ
0.59 QQQQQ
0.60 QQQQ
0.62 QQQQ
Constellation Brands STZ
Wells Fargo WFC
Boeing BA
Berkshire Hathaway BRK.B
Campbell Soup CPB
Gilead Sciences GILD
Microsoft MSFT
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.
Growth of $10K (10/01/2018-09/30/2021)
$20K
Morningstar Wide Moat Focus Index
16.64
15.66
15
10
Fair
Price ($)
119.66
282.99
64.40
146.36
63.92
20.22
3,285.04
75.11
345.10
122.80
53.28
339.39
2,673.52
210.69
46.41
219.94
272.94
41.81
69.85
281.92
Value ($)
173.00
391.00
85.00
192.00
83.00
26.00
4,200.00
94.00
425.00
151.00
65.00
407.00
3,200.00
252.00
55.00
260.00
320.00
48.50
81.00
325.00
P/FV
0.69
0.72
0.76
0.76
0.77
0.78
0.78
0.80
0.81
0.81
0.82
0.83
0.84
0.84
0.84
0.85
0.85
0.86
0.86
0.87
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.
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Morningstar - Q4 2021

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