Public Dashboard: Morningstar 4 Bargains (9/11/2020)

These undervalued wide-moat stocks earn low uncertainty ratings. -- Susan Dziubinski

06/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $557.64 3.4% 14.3 2.6% 68% 62 67.2 7.7%
Coca-Cola KO 1.96 $71.02 $139.09 24.9% 4.5% 22.2 3.0% 99% 99 95 8.2%
Novartis NVS 1.11 $119.45 $132.90 23.8% 4.9% 18.0 3.1% 86% 61 84 7.9%
Pfizer PFE 2.77 $24.54 $68.03 12.2% 2.8% 10.0 4.2% 90% 57 80 12.9%
Roche Holdings* RHHBY 2.21 $41.24 $91.16 16.3% 4.3% 20.1 3.5% 75% 95 83 13.7%
Vanguard Total Stock Market VTSMX 1.22 $104.05 $126.46 22.7% 0.0% 0.0 0.0% 0% 0 0 -0.1%


MIPAR 9.8%  
Sweet Spot 14.8% - 19.8%  
Portfolio Averages
PAR 7.7%
Quality 67.2
Growth 3.4%
P/E Ratio 14.3
Yield 2.6%
Fin Strength 68%
EPS Stability 62