The
Morningstar
UK
Large-Mid
Cap
Index
rose
2.9%
in
July
amid
a
rally
in
the
consumer
defensive
sector.
The
large-mid
index
tracks
the
performance
of
the
top
90%
of
the
UK
investable
universe
by
market
cap,
and
each
month
we
screen
from
among
the
stocks
in
this
index
to
find
the
best
and
worst
performing
companies.
Data
in
this
article
is
sourced
from
Morningstar
Direct.
•
Ocado
Group
(OCDO)
•
St.
James’s
Place
(STJ)
•
NatWest
Group
(NWG)
•
Persimmon
(PSN)
•
Vistry
Group
(VTY)
Worst-Performing
Stocks
of
July
2024
•
Burberry
Group
(BRBY)
•
Softcat
(SCT)
•
Entain
(ENT)
•
Computacenter
(CCC)
•
Anglo
American
(AAL)
Metrics
for
the
Best-Performing
Stocks
Ocado
Group
(OCDO)
•
Sector:
Consumer
Defensive
•
Industry:
Grocery
Stores
•
Economic
Moat:
None
Ocado
advanced
40.4%
in
July,
but
was
still
down
56.8%
over
the
past
year.
Shares
are
58.5%
below
their
last
high
on
July
31,
2023.
The
company’s
stock
has
a
Morningstar
Rating
of
5
stars
and
is
trading
at
a
56%
discount
to
its
fair
value
estimate
of
£9.20.
St.
James’s
Place
(STJ)
•
Sector:
Financial
Services
•
Industry:
Asset
Management
•
Economic
Moat:
Not
Rated
St.
James’s
Place
jumped
25.3%,
but
was
still
down
24.4%
for
the
year.
Shares
are
27.8%
below
their
last
high
on
August
1,
2023.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
NatWest
Group
(NWG)
•
Sector:
Financial
Services
•
Industry:
Banks
–
Regional
•
Economic
Moat:
None
NatWest
rose
18.1%,
bringing
the
stock
up
61.6%
over
the
past
year.
The
company’s
stock
has
a
Morningstar
Rating
of
3
stars
and
is
trading
at
a
2%
premium
to
its
fair
value
estimate
of
£3.60.
Persimmon
(PSN)
•
Sector:
Consumer
Cyclical
•
Industry:
Residential
Construction
•
Economic
Moat:
None
Persimmon
rallied
17.5%,
bringing
the
stock
up
43.8%
from
one
year
ago.
The
company’s
stock
has
a
Morningstar
Rating
of
4
stars
and
is
trading
at
a
31%
discount
to
its
fair
value
estimate
of
£23.00.
Vistry
Group
(VTY)
•
Sector:
Consumer
Cyclical
•
Industry:
Residential
Construction
•
Economic
Moat:
Not
Rated
Vistry
rose
17.0%,
bringing
the
stock
up
75.3%
over
the
past
year.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
Metrics
for
the
Worst-Performing
Stocks
Burberry
Group
(BRBY)
•
Sector:
Consumer
Cyclical
•
Industry:
Luxury
Goods
•
Economic
Moat:
Narrow
Burberry
Group
slid
11.7%
in
July,
leaving
the
stock
down
63.1%
for
the
year.
Shares
are
65.9%
below
their
last
high
on
August
10,
2023.
The
company’s
stock
has
a
Morningstar
Rating
of
5
stars
and
is
trading
at
a
42%
discount
its
fair
value
estimate
of
£13.30.
Softcat
(SCT)
•
Sector:
Technology
•
Industry:
Information
Technology
Services
•
Economic
Moat:
Not
Rated
Softcat
fell
10.5%,
but
was
still
up
11.4%
over
the
past
year.
Shares
are
12.3%
below
their
last
high
on
June
24,
2024.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
2
stars.
Entain
(ENT)
•
Sector:
Consumer
Cyclical
•
Industry:
Gambling
•
Economic
Moat:
Not
Rated
Entain
fell
9.4%
and
declined
58.0%
over
the
past
year.
Shares
are
59.6%
below
their
last
high
on
August
4,
2023.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
Computacenter
(CCC)
•
Sector:
Technology
•
Industry:
Information
Technology
Services
•
Economic
Moat:
Not
Rated
Computacenter
fell
6.3%,
but
was
still
up
26.0%
from
one
year
ago.
Shares
are
10.7%
below
their
last
high
on
July
5,
2024.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
Anglo
American
(AAL)
•
Sector:
Basic
Materials
•
Industry:
Other
Industrial
Metals
&
Mining
•
Economic
Moat:
None
Anglo
American
fell
6.1%,
but
shares
were
still
up
2.1%
for
the
year.
Shares
are
16.5%
below
their
last
high
on
May
13,
2024.
The
company’s
stock
has
a
Morningstar
Rating
of
3
stars
and
is
trading
at
a
12%
premium
to
its
fair
value
estimate
of
£21.00.
Companies
that
are
not
formally
covered
by
a
Morningstar
analyst
are
statistically
matched
to
analyst-rated
companies,
allowing
our
models
to
calculate
a
quantitative
star
rating.
This
article
was
generated
with
the
help
of
automation
and
reviewed
by
Morningstar
editors.
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