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

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

08/02/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $540.67 3.5% 14.1 2.6% 54% 61 63.6 8.6%
Coca-Cola KO 1.96 $68.86 $134.86 24.9% 4.6% 22.4 3.0% 82% 100 93 9.1%
Novartis NVS 1.11 $115.30 $128.28 23.7% 5.5% 17.7 3.1% 76% 61 86 10.0%
Pfizer PFE 2.77 $23.49 $65.12 12.0% 2.2% 10.3 4.6% 49% 56 59 12.9%
Roche Holdings* RHHBY 2.21 $38.88 $85.94 15.9% 4.9% 19.8 3.5% 60% 95 82 15.2%
Vanguard Total Stock Market VTSMX 1.22 $104.05 $126.46 23.4% 0.0% 0.0 0.0% 0% 0 0 -0.1%


MIPAR 9.5%  
Sweet Spot 14.5% - 19.5%  
Portfolio Averages
PAR 8.6%
Quality 63.6
Growth 3.5%
P/E Ratio 14.1
Yield 2.6%
Fin Strength 54%
EPS Stability 61