The
Morningstar
UK
Large-Mid
Cap
Index
rose
2.2%
in
May
amid
a
rally
in
the
communication
services
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.
1.
Hargreaves
Lansdown
(HL.)
2.
BT
(BT.A)
3.
International
Distributions
Services
(IDS)
4.
Marks
&
Spencer
(MKS)
5.
Auto
Trader
(AUTO)
Worst-Performing
Stocks
of
May
2024
1.
easyJet
(EZJ)
2.
Entain
(ENT)
3.
Sage
(SGE)
4.
Burberry
(BRBY)
5.
National
Grid
(NG.)
Metrics
for
the
Best-Performing
Stocks
Hargreaves
Lansdown
(HL.)
•
Sector:
Financial
Services
•
Industry:
Asset
Management
•
Economic
Moat:
Not
Rated
Hargreaves
Lansdown
rose
29.7%
in
May,
bringing
the
stock
up
39.4%
over
the
past
year.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
•
Sector:
Communication
Services
•
Industry:
Telecom
Services
•
Economic
Moat:
Narrow
BT
surged
27.3%,
but
was
still
down
5.1%
for
the
year.
Shares
are
21.1%
below
their
last
high
on
June
23,
2023.
The
company’s
stock
has
a
Morningstar
Rating
of
4
stars
and
is
trading
at
a
35%
discount
to
its
fair
value
estimate
of
£2.00.
International
Distributions
Services
(IDS)
•
Sector:
Industrials
•
Industry:
Integrated
Freight
&
Logistics
•
Economic
Moat:
Not
Rated
International
Distributions
Services
advanced
24.2%,
bringing
the
stock
up
70.9%
over
the
past
year.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
4
stars.
Marks
&
Spencer
(MKS)
•
Sector:
Consumer
Cyclical
•
Industry:
Department
Stores
•
Economic
Moat:
None
Marks
&
Spencer
advanced
18.8%,
leaving
the
stock
up
70.9%
for
the
year.
The
company’s
stock
has
a
Morningstar
Rating
of
2
stars
and
is
trading
at
a
31%
premium
to
its
fair
value
estimate
of
£2.30.
Auto
Trader
(AUTO)
•
Sector:
Communication
Services
•
Industry:
Internet
Content
&
Information
•
Economic
Moat:
Not
Rated
Auto
Trader
advanced
16.9%,
lifting
shares
31.4%
from
one
year
ago.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
Metrics
for
the
Worst-Performing
Stocks
easyJet
(EZJ)
•
Sector:
Industrials
•
Industry:
Airlines
•
Economic
Moat:
Not
Rated
easyJet
fell
14.6%
in
May,
having
fallen
1.6%
from
one
year
ago.
Shares
are
22.2%
below
their
last
high
on
April
10,
2024.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
Entain
(ENT)
•
Sector:
Consumer
Cyclical
•
Industry:
Gambling
•
Economic
Moat:
Not
Rated
Entain
slid
14.2%
and
declined
47.8%
over
the
past
year.
Shares
are
52.3%
below
their
last
high
on
Aug.
4,
2023.
The
company’s
stock
has
a
quantitative
Morningstar
Rating
of
3
stars.
Sage
Group
(SGE)
•
Sector:
Technology
•
Industry:
Software
–
Application
•
Economic
Moat:
Narrow
Sage
Group
slid
11.7%,
shares
were
still
up
20.4%
for
the
year.
Shares
are
20.4%
below
their
last
high
on
March
25,
2024.
The
company’s
stock
has
a
Morningstar
Rating
of
2
stars
and
is
trading
at
a
16%
premium
to
its
fair
value
estimate
of
£8.80.
Burberry
Group
(BRBY)
•
Sector:
Consumer
Cyclical
•
Industry:
Luxury
Goods
•
Economic
Moat:
Narrow
Burberry
Group
slid
10.0%
and
declined
50.4%
over
the
past
year.
Shares
are
54.8%
below
their
last
high
on
June
16,
2023.
The
company’s
stock
has
a
Morningstar
Rating
of
4
stars
and
is
trading
at
a
38%
discount
to
its
fair
value
estimate
of
£16.80.
National
Grid
(NG.)
•
Sector:
Utilities
•
Industry:
Utilities
–
Regulated
Electric
•
Economic
Moat:
None
National
Grid
fell
8.4%,
leaving
the
stock
down
8.4%
for
the
year.
Shares
are
16.2%
below
their
last
high
on
May
17,
2024.
The
company’s
stock
has
a
Morningstar
Rating
of
4
stars
and
is
trading
at
a
9%
discount
to
its
fair
value
estimate
of
£9.70.
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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