Morningstar Magazine - June/July 2017 - 108

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

04/2014-04/2017

Growth of $10K (04/2014-04/2017)

700

Overvalued

13.74 14K
$
13.37

Morningstar Wide Moat Focus Index

544

12
253

350

Undervalued

10

Morningstar US Market Index

8

0
04/2014

04/2015

04/2014

04/2016

10 Most Undervalued Non-U.S. Stocks With Wide Moats 04/30/2017
Company

Roche ROG:CH
GlaxoSmithKline GSK:GB

Price

Fair Value

CHF 260.30

CHF 339.00

GBX 1,550.00 GBX 1,950.00

04/2015

04/2016

Top 20 Cheapest Index Holdings 04/30/2017
Company

Price ($)

Fair
Value ($)

P/FV

0.77 QQQQQ

McKesson MCK

138.29

200.00

0.69

0.79 QQQQ

Express Scripts Holding ESRX

61.34

85.00

0.72

P/FV

Morningstar
Rating

Sanofi SAN:FR

EUR 86.61

EUR 101.00

0.86 QQQQ

Compass Minerals International CMP

66.00

88.00

0.75

Novartis NOVN:CH

CHF 76.55

CHF 88.00

0.87 QQQQ

L Brands LB

52.81

67.00

0.77

EUR 103.40

EUR 118.00

0.88 QQQQ

CVS Health CVS

82.44

104.00

0.79

AUD 10.34

AUD 11.60

0.88 QQQQ

Polaris Industries PII

85.26

108.00

0.79

JPY 6,148.00 JPY 6,900.00

0.88 QQQQ

Biogen BIIB

271.21

338.00

0.80

0.89 QQQQ

Gilead Sciences GILD

68.55

84.00

0.81

0.91 QQQ

AmerisourceBergen ABC

82.05

101.00

0.82

0.92 QQQ

Allergan AGN

243.86

300.00

0.82

Stericycle SRCL

85.34

105.00

0.82

Wells Fargo WFC

53.84

66.00

0.83

VF VFC

54.63

64.00

0.83

Amgen AMGN

163.32

191.00

0.85

Walt Disney DIS

115.60

134.00

0.86

Twenty-First Century Fox FOXA

30.54

35.00

0.87

Salesforce.com CRM

86.12

99.00

0.88

TransDigm Group TDG

246.73

285.00

0.88

Bristol-Myers Squibb BMY

56.05

64.00

0.88

Mondelez International MDLZ

45.03

50.00

0.88

Anheuser-Busch InBev ABI:BE
Brambles BXB:AU
Kao 4452:JP
GEA Group G1A:DE
AstraZeneca AZN:GB
Safran SAF:FR

EUR 39.04

EUR 44.00

GBX 4,638.00 GBX 5,100.00
EUR 76.02

EUR 83.00

10 Most Undervalued Morningstar Equity Best Ideas 04/30/2017
Company

Price

Fair Value

Morningstar
P/FV Rating

AUD 6.40 0.54 QQQQQ

Vocus Group VOC:AU

AUD 3.43

Cameco CCO:CA

CAD 13.22 CAD 24.00 0.55 QQQQQ

Calpine CPN

$10.37

$19.00 0.55 QQQQQ

Bed Bath & Beyond BBBY

$37.43

$64.00 0.58 QQQQQ

Cenovus Energy CVE:CA

CAD 13.47 CAD 23.00 0.59 QQQQ

Fiat Chrysler Automobiles FCAU: NL

EUR 11.41

EUR 18.00 0.63 QQQQ

HollyFrontier HFC

$28.11

$44.00 0.64 QQQQ

Hanesbrands HBI

$21.81

$34.00 0.64 QQQQQ

Santos STO:AU
Millicom Intl Cellular MIC SDB:SE

108

Morningstar June/July 2017

AUD 3.45

AUD 5.30 0.65 QQQQ

SEK 486 SEK 740.00 0.66 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.Salesforce.com
Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2017
