Morningstar Magazine - April/May 2018 - 76

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

03/2015-02/2018

Growth of $10K (03/2015-02/2018)

700

Overvalued

$16K
Morningstar Wide Moat Focus Index

14.75
13.56

496
359

12

350

Undervalued

Morningstar
US Market Index

0
03/2015

03/2016

03/2017

03/2015

10 Most Undervalued Non-U.S. Stocks With Wide Moats 02/28/2018
Company

Enbridge ENB:CA
Imperial Brands IMB:GB
Roche ROG:CH

Price

Fair Value

CAD 40.81

CAD 64.00

GBX 2,619.00 GBX 3,900.00

14

03/2016

10
8

03/2017

Top 20 Cheapest Index Holdings 02/28/2018
Company

Price ($)

Fair
Value ($)

P/FV

0.64 QQQQQ

Allergan AGN

154.22

263.00

0.59

0.67 QQQQQ

General Electric GE

14.11

23.50

0.60

0.68 QQQQQ

Stericycle SRCL

62.67

99.00

0.63

P/FV

Morningstar
Rating

CHF 219.30

CHF 321.00

GBX 1,307.00

GBX 1,790.00

0.73 QQQQ

CVS Health CVS

67.73

99.00

0.68

EUR 65.03

EUR 89.00

0.73 QQQQ

McKesson MCK

149.23

210.00

0.71

Reckitt Benckiser RB.:GB

GBX 5,776.00 GBX 7,400.00

0.78 QQQQ

L Brands LB

49.33

69.00

0.71

Fanuc 6954:JP

JPY 27,310.00 JPY 34,100.00

0.79 QQQQ

Compass Minerals International CMP

60.30

82.00

0.74

MXN 225.00

0.81 QQQQ

Biogen BIIB

288.99

386.00

0.75

GBX 3,733.50 GBX 4,600.00

0.81 QQQQ

Walt Disney DIS

103.16

130.00

0.79

0.82 QQQQ

Eli Lilly LLY

77.02

94.00

0.82

GlaxoSmithKline GSK:GB
Sanofi SAN:FR

Grp Aeroprt del Pacifico GAP B:MX
Unilever ULVR:GB
Elekta EKTA B:SE

MXN 182.12

SEK 75.92

SEK 93.00

10 Most Undervalued Morningstar Equity Best Ideas 02/28/2018
Company

Price

Fair Value

Morningstar
P/FV Rating

Cenovus Energy CVE:CA

CAD 9.34

CAD 21.00 0.44 QQQQQ

Cameco CCO:CA

CAD 11.32

CAD 21.00 0.52 QQQQQ

$154.22

$263.00 0.59 QQQQQ

$19.40

$32.00 0.61 QQQQQ

Allergan AGN
Hanesbrands HBI
Telefonica TEF

EUR 7.94

EUR 13.00 0.61 QQQQ

Great Wall Motor 2333:HK

HKD 9.23

HKD 14.90 0.62 QQQQ

$62.67

$99.00 0.63 QQQQ

Stericycle SRCL
Enbridge ENB:CA
Shire SHP:GB
BT BT.A:GB

76

Morningstar April/May 2018

CAD 40.81

CAD 64.00 0.64 QQQQQ

GBX 3,109.00 GBX 4,890.00 0.64 QQQQQ
GBX 239.80

GBX 370.00 0.65 QQQQ

Medtronic MDT

79.89

97.00

0.82

Cardinal Health CAH

69.21

84.00

0.82

Merck MRK

54.22

65.00

0.83

Pfizer PFE

36.31

43.50

0.83

Starbucks SBUX

57.10

68.00

0.84

Salesfore.com CRM

116.25

138.00

0.84

Guideware Software GWRE

80.32

95.00

0.85

Express Scripts ESRX

75.45

89.00

0.85

Patterson Companies PDCO

31.58

37.00

0.85

Twenty-First Century Fox FOXA

36.82

43.00

0.86

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.Salesfore.com
Table of Contents for the Digital Edition of Morningstar Magazine - April/May 2018
