Morningstar Magazine - October/November 2017 - 92

Data Dashboard

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.

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.
Number of Stocks

08/2014-08/2017

Growth of $10K ( 08/2014-08/2017)

13.29 14K
$
13.01

700

Overvalued

447
328

Morningstar
US Market Index

12

350
10

Undervalued
Morningstar Wide Moat Focus Index

0
08/2014

08/2015

08/2014

08/2016

10 Most Undervalued Non-U.S. Stocks With Wide Moats 08/31/2017

P/FV

L Brands LB

36.22

69.00

0.52

0.78 QQQQ

Stericycle SRCL

71.89

110.00

0.65

EUR 92.00

0.79 QQQQ

Express Scripts Holding ESRX

62.82

89.00

0.71

GBX 1,533.50 GBX 1,890.00

0.80 QQQQ

CVS Health CVS

77.34

109.00

0.71

EUR 45.00

0.82 QQQQ

McKesson MCK

149.31

210.00

0.71

GBX 3,200.50 GBX 3,900.00

0.82 QQQQ

Patterson Companies PDCO

38.50

52.00

0.74

Fair Value

CHF 243.50

CHF 318.00

0.76 QQQQQ

Enbridge ENB:CA

CAD 49.92

CAD 64.00

Core Laboratories CLB:NL

EUR 73.76

GEA Group G1A:DE
Imperial Brands IMB:GB

Top 20 Cheapest Index Holdings 08/31/2017
Fair
Value ($)

EUR 37.00

P/FV

Morningstar
Rating

Price

GlaxoSmithKline GSK:GB

8

08/2016

Price ($)

Company

Roche ROG:CH

08/2015

Company

AUD 9.31

AUD 11.20

0.83 QQQQ

Walt Disney DIS

101.20

134.00

0.76

EUR 81.66

EUR 98.00

0.84 QQQQ

AmerisourceBergen ABC

80.25

106.00

0.76

Kao 4452:JP

JPY 6,862.00 JPY 7,900.00

0.86 QQQQ

Wells Fargo WFC

51.07

67.00

0.76

Hoshizaki 6465:JP

JPY 9,570.00 JPY 11,100.00

0.86 QQQQ

Allergan AGN

229.48

300.00

0.76

General Electric GE

24.55

32.00

0.77

Compass Minerals International CMP

66.80

85.00

0.79

Twenty-First Century Fox FOXA

27.59

35.00

0.79

Lowe's Companies LOW

73.89

93.00

0.79

Mondelez International MDLZ

40.66

50.00

0.81

980.60

1,200.00

0.82

Medtronic MDT

80.62

97.00

0.83

Starbucks SBUX

54.86

66.00

0.83

Polaris Industries PII

93.23

111.00

0.84

Salesforce.com CRM

95.49

109.00

0.88

Brambles BXB:AU
Sanofi SAN:FR

10 Most Undervalued Morningstar Equity Best Ideas 08/31/2017
Company

Price

Fair Value

Morningstar
P/FV Rating

CAD 21.00 0.49 QQQQQ

Cenovus Energy CVE:CA

CAD 10.28

Cameco CCO:CA

CAD 12.33 CAD 22.00 0.56 QQQQQ

Mattel MAT

$16.21

$28.50 0.57 QQQQQ

Advance Auto Parts AAP

$96.73

$154.00 0.63 QQQQQ

Stericycle SRCL

$70.34

$110.00 0.64 QQQQQ

Synaptics SYNA

$41.21

$64.00 0.64 QQQQ

RSP Permian RSPP

$30.97

$48.00 0.65 QQQQ

Fluor FLR

$38.35

$58.00 0.66 QQQQ

Telefonica TEF

$10.54

$15.50 0.68 QQQQ

AUD 3.90

AUD 5.75 0.68 QQQQ

Santos TEF

92

Morningstar October/November 2017

Amazon.com AMZN

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
Table of Contents for the Digital Edition of Morningstar Magazine - October/November 2017
