Morningstar - Winter 2019 - 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.

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.

Number of Stocks

10/01/2016-09/30/2019

Growth of $10K (10/01/2016-09/30/2019)

1000

15.57 $16K
14.44
14

Morningstar Wide Moat Focus Index

Overvalued

580
445 500
Undervalued

10/2016

10/2017

Imperial Brands IMB:GB

10
8

0
10/2018

10/2016

10 Most Undervalued Non-U.S. Stocks With Wide Moats 09/30/2019
Company

12

Morningstar
US Market Index

Price

Fair Value

GBX 1,828.20 GBX 3,700.00

10/2017

10/2018

Top 20 Cheapest Index Holdings 09/30/2019
Company

Price ($)

Fair
Value ($)

P/FV

0.49 QQQQQ

Biogen BIIB

232.82

353.00

0.66

0.60 QQQQ

Compass Minerals International CMP

56.49

81.00

0.70

217.32

310.00

0.70

P/FV

Morningstar
Rating

Bayer BAYN:DE

EUR 64.69

EUR 108.00

GEA Group G1A:DE

EUR 24.77

EUR 38.00

0.65 QQQQQ

UnitedHealth Group UNH

British American Tobacco BATS:GB

GBX 3,007.50 GBX 4,500.00

0.67 QQQQQ

Philip Morris International PM

75.93

102.00

0.74

Japan Tobacco 2914:JP

JPY 2,366.00

JPY 3,400.00

0.70 QQQQQ

Caterpillar CAT

126.31

169.00

0.75

Tencent Holdings 00700:HK

HKD 330.20

HKD 460.00

0.72 QQQQ

Jones Lang LaSalle JLL

139.06

185.00

0.75

Jiangsu Yanghe Brewery 002304:CN

CYN 104.00

CYN 140.00

0.74 QQQQ

Gilead Sciences GILD

63.38

84.00

0.75

Enbridge ENB:CA

CAD 46.50

CAD 62.00

0.75 QQQQ

Amazon.com AMZN

1,735.91

2,300.00

0.75

ABB ABBN:CH

CHF 19.61

CHF 25.00

0.77 QQQQ

Bristol-Myers Squibb BMY

50.71

65.00

0.78

Julius Baer Gruppe BAER:CH

CHF 44.22

CHF 56.00

0.78 QQQQ

Pfizer PFE

35.93

46.00

0.78

Core Laboratories CLB

46.62

59.00

0.79

Intel INTC

51.53

65.00

0.79

Salesforce.com CRM

148.44

186.00

0.80

Cheniere Energy LNG

63.06

79.00

0.80

Kellogg K

64.35

78.00

0.83

Microchip Technology MCHP

92.91

112.00

0.83

Polaris PII

88.01

105.00

0.84

Zimmer Biomet ZBH

137.27

160.00

0.86

Cardinal Health CAH

47.19

55.00

0.86

John Wiley & Sons JW.A

43.94

51.00

0.86

10 Most Undervalued Morningstar Equity Best Ideas 09/30/2019
Company

Morningstar
P/FV Rating

Price

Fair Value

Adient ADNT

$22.96

$53.00

0.43 QQQQQ

Intercept Pharmaceuticals ICPT

$66.36

$147.00

0.45 QQQQQ

GBX 1,828.20 GBX 3,700.00

0.49 QQQQQ

Imperial Brands IMB:GB

AUD 0.97

AUD 2.00

0.49 QQQQQ

Mattel MAT

$11.39

$21.00

0.54 QQQQQ

Wesco International WCC

$47.77

$88.00

0.54 QQQQQ

EUR 64.59

EUR 118.00

0.55 QQQQQ

Macerich MAC

$31.59

$56.00

0.56 QQQQQ

Hanesbrands HBI

$15.32

$27.50

0.56 QQQQQ

Telefonica TEF:ES

EUR 6.94

EUR 12.50

0.56 QQQQQ

Ardent Leisure ALG:AU

Bayerische Motoren Werke BMW:DE

76

Morningstar Winter 2019

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
Morningstar - Winter 2019

Table of Contents for the Digital Edition of Morningstar - Winter 2019
