Morningstar - Q1 2023 - 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.
01/01/2020-12/31/2022
1,500
1,000
500
01/2020
01/2021
01/2022
10 Most Undervalued Non-U.S. Stocks With Wide Moats 12/31/2022
Company
Price
Fineos FCL:AU
Tencent 00700:HK
Elekta EKTA B:SE
Alibaba Group 09988:HK
JD.com 09618:HK
Daifuku 6383:JP
AUD 1.53
Fair Value
P/FV
Morningstar
Rating
AUD 3.75 0.41 QQQQQ
HKD 317.23 HKD 703.79 0.45 QQQQQ
SEK 62.80
SEK 127.00 0.49 QQQQQ
HKD 86.25 HKD 173.00 0.50 QQQQQ
Taiwan Semiconductor Manuf 2330:TW TWD 448.50 TWD 850.00 0.53 QQQQQ
HKD 220.20 HKD 403.00 0.55 QQQQQ
JPY 6,180.00 JPY 10,500.00 0.59 QQQQ
JPY 3,715.00 JPY 6,300.00 0.59 QQQQ
HKD 111.70 HKD 180.00 0.62 QQQQ
EUR 48.33
Harmonic Drive Systems 6324:JP
Baidu 09888:HK
Bayer BAYN:DE
EUR 76.00 0.64 QQQQQ
10 Most Undervalued Morningstar Equity Best Ideas 12/31/2022
Company
Price
Just Eat Takeaway.com TKWY:NL
Hanesbrands HBI
SoFi Technologies SOFI
Kogan.com KGN:AU
MediaTek 2454:TW
Lumen Technologies LUMN
Paramount Global PARA
Nordstrom JWN
Fineos FCL:AU
Park Hotels & Resorts PK
76
Morningstar Q1 2023
EUR 19.75
$6.36
$4.61
AUD 3.50
Fair Value
EUR 81.00
$22.00
$14.50
AUD 10.70
TWD 625.00 TWD 1,760.00
$5.22
$16.88
$16.14
$14.00
$45.00
$42.00
AUD 1.53
$11.79
AUD 3.75
$28.00
P/FV
Undervalued
968
Overvalued
240
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 (01/01/2020-12/31/2022)
$20K
10
15
5
01/2020
01/2021
01/2022
Top 20 Cheapest Index Holdings 12/31/2022
Company
Meta Platforms META
Teradyne TER
Alphabet GOOGL
Amazon.com AMZN
Polaris PII
TransUnion TRU
Comcast CMCSA
Salesforce CRM
ServiceNow NOW
Veeva Systems VEEV
Equifax EFX
Monolithic Power Systems MPWR
Masco MAS
Morningstar
Rating
0.24 QQQQQ
0.29 QQQQQ
0.32 QQQQQ
0.33 QQQQQ
0.36 QQQQQ
0.37 QQQQQ
0.38 QQQQQ
0.38 QQQQQ
0.41 QQQQQ
0.42 QQQQQ
Tyler Technologies TYL
3M MMM
Guidewire Software GWRE
Lam Research LRCX
Ecolab ECL
Medtronic MDT
International Flavors & Fragrances IFF
Morningstar Wide
Moat Focus Index
12.48
Morningstar
US Market Index
12.25
Fair
Price ($)
120.34
87.35
88.23
84.00
101.00
56.75
34.97
132.59
388.27
161.38
194.36
353.61
46.67
322.41
119.92
62.56
420.30
145.56
77.72
104.84
Value ($)
260.00
167.00
160.00
150.00
175.00
98.00
60.00
220.00
640.00
265.00
315.00
562.00
74.00
500.00
183.00
95.00
620.00
210.00
112.00
150.00
P/FV
0.46
0.52
0.55
0.56
0.58
0.58
0.58
0.60
0.61
0.61
0.62
0.63
0.63
0.64
0.66
0.66
0.68
0.69
0.69
0.70
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.
Number of Stocks
Morningstar - Q1 2023

Table of Contents for the Digital Edition of Morningstar - Q1 2023
