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

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

04/30/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $549.41 3.3% 14.2 2.6% 69% 62 67.5 7.7%
Coca-Cola KO 1.96 $72.35 $141.70 25.8% 4.5% 21.8 3.0% 98% 99 95 7.5%
Novartis NVS 1.11 $112.63 $125.31 22.8% 4.9% 17.7 3.1% 91% 62 86 8.3%
Pfizer PFE 2.77 $23.79 $65.96 12.0% 2.8% 10.0 4.2% 91% 58 81 13.5%
Roche Holdings* RHHBY 2.21 $40.71 $89.99 16.4% 4.4% 20.1 3.5% 75% 94 84 14.1%
Vanguard Total Stock Market VTSMX 1.22 $104.05 $126.46 23.0% 0.0% 0.0 0.0% 0% 0 0 -0.1%


MIPAR 10.8%  
Sweet Spot 15.8% - 20.8%  
Portfolio Averages
PAR 7.7%
Quality 67.5
Growth 3.3%
P/E Ratio 14.2
Yield 2.6%
Fin Strength 69%
EPS Stability 62