33 undervalued US stocks
Here’s the new list of Morningstar’s top analyst picks for Q1 2023.
Mentioned: Moderna Inc (MRNA), ASML Holding NV (ASML), Berkshire Hathaway Inc (BRK.A), Blackstone Inc (BX), Citigroup Inc (C), Carnival Corp (CCL), Celanese Corp (CE), Comcast Corp (CMCSA), Salesforce Inc (CRM), The Walt Disney Co (DIS), Ecolab Inc (ECL), Edison International (EIX), Fortune Brands Innovations Inc (FBIN), FedEx Corp (FDX), TechnipFMC PLC (FTI), Alphabet Inc (GOOGL), The Hain Celestial Group Inc (HAIN), Hanesbrands Inc (HBI), Illumina Inc (ILMN), Lithium Americas (Argentina) Corp (LAAC), Alliant Energy Corp (LNT), Southwest Airlines Co (LUV), NiSource Inc (NI), ServiceNow Inc (NOW), Park Hotels & Resorts Inc (PK), Boston Beer Co Inc (SAM), Simon Property Group Inc (SPG), Tyson Foods Inc (TSN), VF Corp (VFC), Exxon Mobil Corp (XOM), Zimmer Biomet Holdings Inc (ZBH)
US stocks finished 2022 down more than 19%, as measured by the Morningstar US Market Index. Stubbornly high inflation, rising interest rates, and talk of a possible economic recession rattled markets for much of the year.
Heading into 2023, stocks look downright cheap according to our metrics. The median stock in Morningstar’s North American coverage finished the year trading at a 16% discount to our fair value estimate.
“As much as we thought stocks were overvalued coming into 2022, we now see the markets as trading at a deep discount to our fair value estimate,” writes Morningstar chief US market strategist Dave Sekera in his latest stock market outlook.
Stocks look undervalued almost across the board:
- By investment style, small-value stocks are the most undervalued, trading 40% below our fair value estimate, with large-cap core stocks only about 11% undervalued.
- By sector, communication services and consumer cyclical are the two most undervalued, trading 43% and 30% below our fair values, respectively. Defensive stocks in the utilities, healthcare, and consumer defensive sectors, meanwhile, are about fairly valued. Energy stocks remain overvalued by 12%, according to our estimates.
- By Morningstar Economic Moat Rating, which is a sign of a company’s competitive advantages, wide-moat stocks and no-moat stocks are undervalued by about 20%, while narrow moat stocks are just 10% undervalued.
33 undervalued US stocks for Q1 2023
Here’s the list of Morningstar’s top stock picks for the first quarter of 2023.
- Alliant Energy LNT
- Alphabet GOOGL
- ASML Holding ASML
- Berkshire Hathaway BRK.A
- Blackstone BX
- Boston Beer SAM
- Carnival CCL
- Celanese CE
- Citigroup C
- Comcast CMCSA
- Ecolab ECL
- Edison International EIX
- Equitrans Midstream ETRN
- Exxon Mobil XOM
- FedEx FDX
- Fortune Brands Innovations FBIN
- Hain Celestial Group HAIN
- Hanesbrands HBI
- Illumina ILMN
- Lithium Americas LAC
- Moderna MRNA
- NiSource NI
- Park Hotels & Resorts PK
- Salesforce CRM
- ServiceNow NOW
- Simon Property Group SPG
- Southwest Airlines LUV
- TechnipFMC FTI
- Tyson Foods TSN
- Ventas VTR
- VF Corp VFC
- Walt Disney DIS
- Zimmer Biomet Holdings ZBH
Here’s a brief summary of how valuations stack up across sectors, along with some key Morningstar metrics about each stock pick. Data is as of Dec. 30, 2022.
Undervalued Basic-Materials Stocks
Basic-materials stocks outperformed the broader market in 2022. Nevertheless, Morningstar sector strategist Seth Goldstein reports that more than half the stocks that Morningstar covers in the sector are trading with Morningstar Ratings of 4 and 5 stars. While building-materials stocks remain fairly overvalued, many stocks in the agriculture and forest products industries are undervalued, as are two thirds or more of the chemicals and metals and mining stocks under our coverage.
Celanese
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.64
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Ecolab
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.69
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 4 Stars
Lithium Americas
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.29
- Morningstar Uncertainty Rating: Very High
- Morningstar Rating: 5 Stars
High-Quality Communication-Services Stock Picks
The communication-services sector lagged the broader market in 2022, finishing the year trading 43% below our fair value estimate. Advertising uncertainty is weighing heavily on the sector, observes Morningstar sector director Mike Hodel. Opportunities abound across all subsectors: media, interactive media, and telecom. In fact, not a single communications-services stock we cover is overvalued by our metrics.
Alphabet
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.55
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 5 Stars
Comcast
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.58
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Walt Disney
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.56
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Best Consumer Cyclical Stocks Today
Consumer cyclical stocks underperformed the broader market last year. Coming into 2023, the sector trades at a 21% discount to our fair value estimates, with 61% of the stocks that we cover trading in 4- and 5-star range, says Morningstar sector director Erin Lash. Economic uncertainty is weighing on the sector, she adds. Apparel and travel and leisure are the most undervalued industries in the sector.
Carnival
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.37
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 5 Stars
Hanesbrands
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.29
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 5 Stars
VF Corp
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.45
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Undervalued Stocks in the Consumer Defensive Sector
Consumer defensive stocks thrived (relatively speaking) in 2022; the median stock in the sector trades at a 2% premium to our fair value estimate coming into 2023. Yet there are opportunities to be found, says Lash. In particular, the alcoholic beverage industry trades at a 15% discount, while 40% of the consumer packaged goods stocks that we cover trade in 4- and 5-star territory.
Boston Beer
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.49
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 5 Stars
Hain Celestial Group
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.45
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Tyson Foods
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.59
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Top Energy Stocks
Energy stocks ran circles around all other sectors in 2022, finishing the year up more than 50%. Given their outperformance during the past 12 months, energy stocks are 12% overvalued as a group, says Morningstar sector director Dave Meats. Most industries in the energy sector look overvalued, though there are some opportunities in the services and midstream segments.
Equitrans Midstream
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.48
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 5 Stars
Exxon Mobil
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 1.08
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 3 Stars
TechnipFMC
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.81
- Morningstar Uncertainty Rating: Very High
- Morningstar Rating: 4 Stars
Favorite Financial-Services Stocks
Financial-services stocks outperformed the broader market last year. The average financial-services stock we cover is about 10% undervalued, reports Morningstar sector director Michael Wong. About 45% of the financial-services stocks we cover are trading below their fair values, with the most opportunities among the credit services firms and banks.
Berkshire Hathaway
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.84
- Morningstar Uncertainty Rating: Low
- Morningstar Rating: 4 Stars
Blackstone
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.65
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 4 Stars
Citigroup
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.60
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
Top Stock Picks in Healthcare
Healthcare stocks held up better than the overall market last year—which isn’t surprising, given their defensive nature. What is surprising: The average healthcare stock we cover is about 11% undervalued, reports Morningstar sector director Damien Conover. Healthcare stocks look undervalued across most industries, with more than half the stocks in the medical devices, biotechnology, and providers and services industries trading in 4- and 5-star range.
Illumina
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.66
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 4 Stars
Moderna
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.68
- Morningstar Uncertainty Rating: Very High
- Morningstar Rating: 4 Stars
Zimmer Biomet
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.73
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 4 Stars
Best Industrials Stocks
Industrials stocks outperformed the broader market during in 2022, and the sector is about fairly valued coming into the new year. Still, about half of the conglomerates and industrial products stocks are trading at 4- and 5-star levels, says Morningstar sector director Brian Bernard. Meanwhile, none of the stocks we cover in the aerospace and defense industry are undervalued.
FedEx
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.80
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 4 Stars
Fortune Brands Innovations
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.73
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 4 Stars
Southwest Airlines
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.60
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 4 Stars
Top Stocks in the Real Estate Sector
Real estate stocks underperformed the broad market last year; the sector is now trading at a 25% discount to our fair value estimate, with more than two thirds of the names in the sector trading in either 4- or 5-star range. Rising interest rates have led to a decline in the sector’s performance despite strong fundamental growth, says Morningstar senior equity analyst Kevin Brown.
Park Hotels & Resorts
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.42
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 5 Stars
Simon Property Group
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.73
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 4 Stars
Ventas
- Morningstar Economic Moat Rating: None
- Price/Fair Value: 0.65
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 5 Stars
High-Quality Technology Stock Picks
Technology stocks struggled versus the broader market in 2022, leaving the tech sector trading about 20% below our fair value estimate going into the new year, explains Morningstar sector director Brian Colello. Software stocks are the most attractive industry, about 23% undervalued. Semiconductor stocks are trading at a 12% discount to fair value, and hardware stocks are at a 15% discount.
ASML Holding
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.78
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 4 Stars
Salesforce
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value 0.60
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 4 Stars
ServiceNow
- Morningstar Economic Moat Rating: Wide
- Price/Fair Value: 0.61
- Morningstar Uncertainty Rating: High
- Morningstar Rating: 4 Stars
Best Stocks Today in the Utilities Sector
Utilities stocks finished 2022 flat, outperforming the broader market for the year despite high inflation and rising interest rates. The sector is about 5% overvalued, argues Morningstar senior analyst Travis Miller. While most utilities stocks trade near our fair value estimates, there are a few opportunities among independent power producers and fewer standouts among regulated utilities.
Alliant Energy
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.95
- Morningstar Uncertainty Rating: Low
- Morningstar Rating: 4 Stars
Edison International
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.87
- Morningstar Uncertainty Rating: Medium
- Morningstar Rating: 4 Stars
NiSource
- Morningstar Economic Moat Rating: Narrow
- Price/Fair Value: 0.86
- Morningstar Uncertainty Rating: Low
- Morningstar Rating: 4 Stars
How to Find Undervalued Stocks
Undervalued stocks are those that trade below what they’re worth. Investors can turn to several metrics to gauge a stock’s worth. Some investors use standard metrics, such as price/earnings or price/cash flow. Others may look at a stock’s price relative to a company’s future growth prospects, or where a stock is trading relative to its 52-week high price.
At Morningstar, we define undervalued stocks as those that are trading below our calculated fair value estimate, adjusted for what we call uncertainty—both of which are wrapped into the Morningstar Rating for stocks. Stocks rated 4 and 5 stars are undervalued; those rated 3 stars are fairly valued; and those rated 1 or 2 stars are overvalued.
Morningstar Investor members have access to lists of 5-star stocks and 4-star stocks and can use the Morningstar Investor screener to find undervalued stocks based on their own criteria.