Morningstar - Q4 2020 - 92

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

10/01/2017-09/30/2020

Growth of $10K (10/01/2017-09/30/2020)

1500

14.31
Morningstar Wide Moat Focus Index

Undervalued

14.04

1000
763

10/2017

10/2019

10/2017

10 Most Undervalued Non-U.S. Stocks With Wide Moats 09/30/2020
Company

Core Laboratories CLB:NL
Imperial Brands IMB:GB

P/FV

Morningstar
Rating

10
8

Morningstar US Market Index

0

10/2018

14
12

446 500
Overvalued

$16K

10/2018

10/2019

Top 20 Cheapest Index Holdings 09/30/2020
Company

Price

Fair Value

EUR 14.40

EUR 41.00

0.32 QQQQQ

Wells Fargo WFC

GBX 1,367.50 GBX 3,400.00

0.40 QQQQQ

Boeing BA

Price ($)

Fair
Value ($)

P/FV

23.51

46.00

0.51

165.26

264.00

0.63

GBX 257.50

GBX 560.00

0.52 QQQQQ

Altria Group MO

38.64

54.00

0.72

Airbus AIR:FR

EUR 62.07

EUR 123.00

0.55 QQQQQ

Corteva CTVA

28.81

40.00

0.72

Bayer BAYN:DE

EUR 53.31

EUR 78.00

0.59 QQQQ

Biogen BIIB

283.68

389.00

0.73

Anheuser-Busch InBev ABI:BE

EUR 46.23

EUR 82.00

0.60 QQQQQ

Compass Minerals International CMP

59.35

81.00

0.73

British American Tobacco BATS:GB GBX 2,777.50 GBX 4,300.00

0.65 QQQQQ

Raytheon Technologies RTX

57.54

78.00

0.74

Safran SAF:FR

51.78

70.00

0.74

138.43

185.00

0.75

31.71

42.00

0.76

Meggitt MGGT:GB

EUR 84.44

EUR 135.00

0.65 QQQQQ

Intel INTC

InvoCare IVC:AU

AUD 9.77

AUD 15.30

0.67 QQQQQ

General Dynamics GD

Enbridge ENB:CA

CAD 38.90

CAD 56.00

0.69 QQQQQ

John Wiley & Sons JW.A

10 Most Undervalued Morningstar Equity Best Ideas 09/30/2020
Price

Fair Value

Morningstar
P/FV Rating

Whitehaven Coal WHC:AU

AUD 1.05

AUD 3.30

0.33 QQQQQ

Telefonica TEF:ES

EUR 2.94

EUR 8.70

0.37 QQQQQ

Southern Cross Media SXL:AU

AUD 0.15

AUD 0.38

0.39 QQQQQ

$6.51

$16.60

0.40 QQQQQ

AUD 17.58

AUD 44.60

0.40 QQQQQ

GBX 1,367.50 GBX 3,400.00

0.40 QQQQQ

Company

Sabre SABR
Woodside Petroleum WPL:AU
Imperial Brands IMB:GB
CNOOC 00883:HK

Peugeot UG:FR
WPP WPP:GB

Link Administration LNK:AU

92

Morningstar Q4 2020

HKD 7.45

HKD 15.50

0.49 QQQQ

EUR 15.50

EUR 32.00

0.49 QQQQQ

GBX 608.00 GBX 1,300.00

0.51 QQQQQ

AUD 3.73

AUD 7.70

0.51 QQQQQ

Philip Morris International PM

74.99

98.00

0.77

Kellogg K

64.59

82.00

0.79

Harley-Davidson HOG

24.54

31.00

0.79

Charles Schwab SCHW

36.23

45.50

0.80

U.S. Bancorp USB

35.85

45.00

0.80

Blackbaud BLKB

55.83

70.00

0.80

Gilead Sciences GILD

63.19

79.00

0.80

Merck MRK

82.95

100.00

0.83

Zimmer Biomet Holdings ZBH

136.14

164.00

0.83

Bank of America BAC

24.09

28.00

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.



Morningstar - Q4 2020

Table of Contents for the Digital Edition of Morningstar - Q4 2020

Contents
Morningstar - Q4 2020 - CT1
Morningstar - Q4 2020 - CT2
Morningstar - Q4 2020 - Cover1
Morningstar - Q4 2020 - Cover2
Morningstar - Q4 2020 - 1
Morningstar - Q4 2020 - 2
Morningstar - Q4 2020 - Contents
Morningstar - Q4 2020 - 4
Morningstar - Q4 2020 - 5
Morningstar - Q4 2020 - 6
Morningstar - Q4 2020 - 7
Morningstar - Q4 2020 - 8
Morningstar - Q4 2020 - 9
Morningstar - Q4 2020 - 10
Morningstar - Q4 2020 - 11
Morningstar - Q4 2020 - 12
Morningstar - Q4 2020 - 13
Morningstar - Q4 2020 - 14
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Morningstar - Q4 2020 - 19
Morningstar - Q4 2020 - 20
Morningstar - Q4 2020 - 21
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Morningstar - Q4 2020 - 57
Morningstar - Q4 2020 - 58
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Morningstar - Q4 2020 - 84
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Morningstar - Q4 2020 - 91
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Morningstar - Q4 2020 - 95
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Morningstar - Q4 2020 - Cover3
Morningstar - Q4 2020 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com