Unveiled: Top 10 Burggraben Stocks Suggested as Undervalued by Morningstar
In a recent analysis by Morningstar's experts, ten undervalued stocks have been identified, several of which boast economic moats—sustainable competitive advantages that safeguard long-term profitability.
From the two most pertinent Morningstar lists (April and July 2025), these are the stocks and their moat status as mentioned in Morningstar reports:
- Pfizer (PFE): Featured on both the April and July 2025 lists, Pfizer's large size and diverse drug portfolio confer competitive advantages, implying a moat [1][2].
- Thermo Fisher Scientific (TMO): Present on both the April and July 2025 lists, while not explicitly stated, Thermo Fisher is described as a strong performer with steady growth potential.
- Campbell Soup (CPB): Exclusively on the July 2025 list, Campbell Soup is on the Best Companies to Own list, companies known for significant competitive advantages [2].
- Yum China Holdings (YUMC): Also on the July 2025 list, Yum China is included among companies with significant competitive advantages.
- Nike (NKE): On the July 2025 list, Nike is implied to have a moat due to its brand and competitive strength traits typical for firms on the Best Companies to Own list.
- Comcast: A new 4-star stock on the August 2025 list, Comcast has a narrow economic moat explicitly stated [5].
- SK Telecom: Also on the August 2025 list, SK Telecom is noted to not have an economic moat [5].
In summary, Pfizer clearly has a moat connected to its size and drug pipeline [1]. Comcast, on a related undervalued/new 4-star list, explicitly has a narrow moat [5]. The other undervalued companies like Thermo Fisher, Campbell Soup, Yum China, Nike come from Morningstar's Best Companies to Own list, strongly suggesting moats [2]. Some stocks like SK Telecom are explicitly noted to not have moats [5].
In other news, Sanofi, the French pharma company, is above both the 50-day and 200-day lines, with a potential upside of 10% to $61. Agilent Technologies, a measurement technology company, has a moat, is in an uptrend, but has been giving back some gains recently, with a potential upside of 14% to $151.
Investors may consider building positions in Agilent Technologies. Dassault Systemes, another French company, has a moat and a potential upside of 15% to $40, despite its chart performance.
No information about BASF's quarterly results or MSCI World ETF investment deadlines was provided in this paragraph. Dassault Systemes enables the creation of "digital twins" in industries and healthcare. U.S. pharmaceutical company Merck & Co has a moat and a potential upside of 13% to $120.
- Given the analysis by Morningstar's experts and the inclusion of Pfizer on their Best Companies to Own list, it may be worthwhile for investors to consider investing in Pfizer, as it has been identified to have a sustainable competitive advantage, also known as an economic moat.
- When weighing potential investments, investors may find it interesting to consider building positions in Agilent Technologies, as it has a moat and a projected potential upside of 14%.
