Morningstar - Q3 2021 - 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.
07/01/2018-06/30/2021
Undervalued
Number of Stocks
1500
Overvalued
07/2018
07/2019
07/2020
10 Most Undervalued Non-U.S. Stocks With Wide Moats 06/30/2021
Company
Price
Imperial Brands IMB:GB
Bayer BAYN:DE
Alibaba Group Holding 09988:HK
Tencent Holdings 00700:HK
Fair Value
GBX 1,557.00 GBX 2,900.00
EUR 51.21 EUR 77.00
HKD 220.00 HKD 303.00
HKD 584.00 HKD 800.00
British American Tobacco BATS:GB GBX 28.00 GBX 4,000.00
InvoCare IVC:AU
Meggitt MGGT:GB
Kao 4452:JP
Taiwan Semicon Mfg 2330:TW
Anheuser-Busch InBev ABI:BE
AUD 11.57 AUD 15.30
GBX 461.20 GBX 610.00
JPY 6,835.00 JPY 8,700.00
TWD 595.00 TWD 760.00
EUR 60.81 EUR 76.00
P/FV
Morningstar
Rating
0.54 QQQQQ
0.66 QQQQ
0.68 QQQQ
0.69 QQQQ
0.70 QQQQQ
0.74 QQQQ
0.75 QQQQ
0.78 QQQQ
0.78 QQQQ
0.78 QQQQ
10 Most Undervalued Morningstar Equity Best Ideas 06/30/2021
Company
Price
G8 Education GEM:AU
Just Eat Takeaway.com TKWY:NL
CNOOC 00883:HK
Imperial Brands IMB:GB
AGL Energy AGL:AU
Prosegur Cmpnia Sgrdad PSG:ES
Woodside Petroleum WPL:AU
Equitrans Midstream ETRN
CIMIC Group CIM:AU
Fair Value
AUD 1.01 AUD 2.20
EUR 77.87 EUR 152.00
HKD 8.83 HKD 17.00
GBX 1,557.00 GBX 2,900.00
AUD 8.20 AUD 15.00
EUR 2.76 EUR 5.00
AUD 22.21 AUD 40.00
$8.51
$15.00
AUD 19.78 AUD 33.50
Southern Cross Media Group SXL:AU AUD 2.09 AUD 3.50
92
Morningstar Q3 2021
P/FV
593
373
500
1000
Morningstar US Market Index
07/2018
07/2019
07/2020
Top 20 Cheapest Index Holdings 06/30/2021
Company
Compass Minerals International CMP
Kellogg K
Polaris PII
Amazon.com AMZN
Merck MRK
Alphabet GOOGL
Zimmer Biomet Holdings ZBH
Gilead Sciences GILD
Intel INTC
Lockheed Martin LMT
Wells Fargo WFC
The Western Union WU
Biogen BIIB
Morningstar
Rating
0.46 QQQQQ
0.51 QQQQQ
0.52 QQQQ
0.54 QQQQQ
0.55 QQQQQ
0.55 QQQQQ
0.56 QQQQQ
0.57 QQQQ
0.59 QQQQ
0.60 QQQQQ
Facebook FB
Salesforce.com CRM
Dominion Energy D
Altria Group MO
Philip Morris International PM
Boeing BA
Constellation Brands STZ
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.
Growth of $10K (07/01/2018-06/30/2021)
$20K
Morningstar Wide Moat Focus Index
16.79
18.03
15
10
5
Fair
Price ($)
59.26
64.33
136.96
77.77
Value ($)
78.00
83.00
173.00
3,440.16 4,200.00
94.00
2,441.79 2,925.00
160.82
68.86
56.14
378.35
45.29
22.97
346.27
347.71
244.27
73.57
47.68
99.11
239.56
233.89
192.00
81.00
65.00
436.00
52.00
26.00
391.00
390.00
273.00
81.00
52.00
108.00
257.00
250.00
P/FV
0.76
0.78
0.79
0.82
0.83
0.83
0.84
0.85
0.86
0.87
0.87
0.88
0.89
0.89
0.89
0.91
0.92
0.92
0.93
0.94
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 http://www.Takeaway.com
Morningstar - Q3 2021

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