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

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

10/31/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $555.08 3.6% 14.8 2.6% 39% 57 57.7 8.1%
Coca-Cola KO 1.96 $68.98 $135.10 24.3% 4.6% 21.7 3.0% 61% 97 89 8.2%
Novartis NVS 1.11 $122.61 $136.42 24.6% 5.6% 19.0 3.2% 64% 70 84 9.8%
Pfizer PFE 2.77 $24.29 $67.34 12.1% 2.7% 9.6 4.6% 21% 39 43 11.3%
Roche Holdings* RHHBY 2.21 $40.61 $89.77 16.2% 4.7% 22.5 3.5% 36% 72 63 14.7%
Vanguard Total Stock Market VTSMX 1.22 $104.05 $126.46 22.8% 0.0% 0.0 0.0% 0% 0 0 -0.1%


MIPAR 9.2%  
Sweet Spot 14.2% - 19.2%  
Portfolio Averages
PAR 8.1%
Quality 57.7
Growth 3.6%
P/E Ratio 14.8
Yield 2.6%
Fin Strength 39%
EPS Stability 57