Screen · Berkshire Criteria

Buffett Quality Screen

Buffett's "wonderful business" criteria, quantified into six dimensions: earnings record (20), ROE quality (25 — Fortune's double standard), low leverage (15), pricing power (15), business stability (15) and capital efficiency (10), for a 0–100 total. The entry gate is the first of Berkshire's acquisition criteria — at least $50M average pre-tax earnings over the last three fiscal years (banks and insurers excluded, as leverage is their business model; investment trusts and closed-end funds excluded, as they are portfolios rather than operating companies). Recomputed periodically from each company's last ten fiscal years; cross-listings merged by canonical ticker. Hover the score for the six-dimension breakdown; companies we cover link to their report. Gefiltert nach score tier "Schwach", market "US", market cap "Small <$2B": 33 match(Filter löschen).

# Titel Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Analyse FY
1 Up Fintech Holding Ltd TIGR · USA $876M
34/100 Schwach
-1.2%low -51.9% 3 yr Net cash 32% FY2025
2 Dine Brands Global Inc DIN · USA $456M
33/100 Schwach
6.9%low -34.4% 5 yr 44% FY2025
3 Guess? Inc. GES · USA $877M
31/100 Schwach
10.8%low -14.9% 4 yr 2.4× 39% FY2025
4 Upbound Group Inc. UPBD · USA $1.1B
30/100 Schwach
9.3%low -42.8% 2 yr 2.5× 56% FY2025
5 ADMA Biologics Inc ADMA · USA $2.0B
29/100 Schwach
-82.1%low -332.5% 2 yr Net cash -5% FY2025
6 Capital Southwest Corporation CSWC · USA $1.5B
29/100 Schwach
8.4%low -7.9% 6 yr 1.1× 76% FY2026
7 SP Plus Corp SP · USA $1.1B
29/100 Schwach
1.9%low -94.4% 3 yr 2.2× 12% FY2023
8 Nutex Health Inc NUTX · USA $1.0B
29/100 Schwach
-32.0%low -443.1% 2 yr 0.5× 51% FY2025
9 Bluegreen Vacations Holding Corp BVH · USA $1.0B
29/100 Schwach
13.2%low -23.6% 2 yr 5.0× 73% FY2022
10 SandRidge Energy Inc SD · USA $514M
29/100 Schwach
-90.7%low -720.9% 5 yr Net cash 33% FY2025
11 Imperial Petroleum Inc IMPP · USA $213M
29/100 Schwach
13.4%low -3.8% 4 yr Net cash 16% FY2025
12 Teekay Corporation TK · USA $1.0B
28/100 Schwach
0.4%low -21.0% 5 yr Net cash 24% FY2025
13 CEA Industries Inc. BNC · USA $110M
28/100 Schwach
-454.4%low -2441.0% 1 yr Net cash 25% FY2025
14 Bristow Group Inc VTOL · USA $1.3B
26/100 Schwach
-27.5%low -163.5% 2 yr 0.6× 20% FY2025
15 Collegium Pharmaceutical Inc COLL · USA $1.1B
26/100 Schwach
-9.8%low -71.9% 3 yr 1.8× 59% FY2025
16 Ardmore Shpng ASC · USA $710M
26/100 Schwach
4.0%low -12.4% 4 yr 0.1× 34% FY2025
17 Power Solutions International, Inc. Common Stock PSIX · USA $636M
26/100 Schwach
-111.6%low -376.9% 4 yr 0.6× 17% FY2025
18 FLEX LNG Ltd FLNG · USA $1.7B
25/100 Schwach
8.0%low -2.0% 8 yr 1.9× 45% FY2025
19 Santacruz Silver Mining Ltd. Common Shares SCZM · USA $599M
24/100 Schwach
-185.6%low -419.2% 2 yr Net cash 1% FY2025
20 Trinity Capital Inc. TRIN · USA $1.6B
23/100 Schwach
9.9%low -6.6% 3 yr 1.2× 70% FY2025
21 Safe Bulkers Inc SB · USA $799M
23/100 Schwach
5.2%low -18.6% 5 yr 0.5× 36% FY2025
22 Cresud SACIF y A CRESY · USA $795M
23/100 Schwach
4.1%low -83.5% 4 yr 1.0× 41% FY2025
23 Riley Exploration Permian Inc REPX · USA $744M
23/100 Schwach
-18.0%low -134.4% 4 yr 0.4× 33% FY2025
24 CBL & Associates Properties Inc CBL · USA $1.8B
22/100 Schwach
-24.6%low -155.1% 3 yr 4.9× 1% FY2025
25 Inhibrx Inc INBX_OLD · USA $220M
22/100 Schwach
1 yr Net cash -206% FY2024
26 Tingo Group Inc. TIO · USA $167M
22/100 Schwach
-308.8%low -2152.2% 1 yr Net cash 14% FY2023
27 Community Health Systems Inc CYH · USA $393M
21/100 Schwach
8.0%low 1.7% 1 yr 36% FY2025
28 Great Lakes Dredge & Dock GLDD · USA $1.1B
20/100 Schwach
5.0%low -14.1% 3 yr 0.9× 17% FY2025
29 US Silica Holdings Inc SLCA · USA $1.2B
16/100 Schwach
-2.1%low -46.8% 2 yr 0.8× 27% FY2023
30 Nordic American Tankers Limited NAT · USA $1.4B
14/100 Schwach
-2.5%low -24.4% 4 yr 0.8× 11% FY2025
31 XBP Europe Holdings Inc XBP · USA $34M
11/100 Schwach
-11.6%low -76.0% 1 yr 4.5× 22% FY2025
32 SilverBow Resources Inc SBOW · USA $940M
9/100 Schwach
-262.1%low -2174.7% 3 yr 1.0× -2% FY2023
33 Nabors Industries Ltd. NBR · USA $1.3B
7/100 Schwach
-31.3%low -130.4% 1 yr 2.8× 31% FY2025

Data and methodology: the six dimensions quantify Berkshire's published acquisition criteria and Buffett's shareholder letters (1981/1987/1991/2007 among others). Qualitative tests in the originals (e.g. "simple, understandable business", "management in place") are out of scope, and price ("available at a fair price") is covered by each report's valuation range instead. Financials come from company annual reports (via EODHD); ratios are computed in reporting currency, the USD gate via static FX. "‡" marks companies whose equity is persistently negative or tiny (ROE falls back to ROCE); "†" marks missing gross profit (operating margin used). Investment trusts and closed-end funds are excluded on two tests — name and financial shape (operating margins beyond what an operating company can achieve); REITs and operating asset managers are unaffected. This is a quantitative first pass, not investment advice. When citing this data, please credit Zen Horizon (zh.app). See our methodology for the scoring process.