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 "Eher schwach", market "US", profit streak "Full 10 yr": 31 match(Filter löschen).

#	Titel	Mkt Cap	Score▼	10Y ROE	Profit Streak	Net Debt/Eq	Gross Margin	Analyse	FY
1	Charter Communications Inc CHTR · USA	$20B	49/100 Eher schwach	25.0%low 3.4%	10 yr+	6.0×	37%	—	FY2025
2	Federal Agricultural Mortgage Corporation AGM · USA	$2.5B	49/100 Eher schwach	12.8%low 10.9%	10 yr+	7.2×	67%	—	FY2025
3	REX American Resources Corporation REX · USA	$1.4B	49/100 Eher schwach	8.5%low 0.8%	10 yr+	Net cash	10%	—	FY2026
4	Linde plc Ordinary Shares LIN · USA	$221B	48/100 Eher schwach	13.9%low 4.7%	10 yr+	0.6×	32%	—	FY2025
5	XPO Logistics Inc XPO · USA	$24B	48/100 Eher schwach	18.9%low 2.6%	10 yr+	2.4×	12%	—	FY2025
6	UDR Inc UDR · USA	$14B	48/100 Eher schwach	5.2%low 1.6%	10 yr+	1.9×	23%	—	FY2025
7	CubeSmart CUBE · USA	$9.4B	48/100 Eher schwach	10.0%low 5.3%	10 yr+	1.3×	65%	—	FY2025
8	Brixmor Property BRX · USA	$9.7B	47/100 Eher schwach	10.4%low 4.5%	10 yr+	1.8×	75%	—	FY2025
9	Photronics Inc PLAB · USA	$1.8B	47/100 Eher schwach	8.0%low 1.8%	10 yr+	Net cash	28%	—	FY2025
10	Nextera Energy Inc NEE · USA	$181B	46/100 Eher schwach	13.1%low 8.0%	10 yr+	1.7×	57%	—	FY2025
11	Ameren Corp AEE · USA	$30B	46/100 Eher schwach	9.8%low 7.3%	10 yr+	1.5×	44%	—	FY2025
12	Virtus Investment Partners, Inc. VRTS · USA	$1.1B	46/100 Eher schwach	13.2%low 6.1%	10 yr+	2.5×	62%	—	FY2025
13	T-Mobile US Inc TMUS · USA	$185B	45/100 Eher schwach	11.4%low 3.7%	10 yr+	2.0×	57%	—	FY2025
14	Wheaton Precious Metals Corp WPM · USA	$51B	45/100 Eher schwach	7.8%low 1.2%	10 yr+	Net cash	54%	—	FY2025
15	Ares Management LP ARES · USA	$42B	45/100 Eher schwach	13.9%low 5.2%	10 yr+	3.1×	60%	—	FY2025
16	Nelnet Inc NNI · USA	$4.9B	45/100 Eher schwach	9.6%low 2.8%	10 yr+	1.9×	67%	—	FY2025
17	Encore Wire Corporation WIRE · USA	$4.6B	45/100 Eher schwach	16.1%low 5.9%	10 yr+	—	19%	—	FY2023
18	United Microelectronics UMC · USA	$47B	44/100 Eher schwach	11.4%low 3.7%	10 yr+	Net cash	27%	—	FY2025
19	Construction Partners Inc ROAD · USA	$5.8B	44/100 Eher schwach	11.3%low 4.7%	10 yr+	1.7×	14%	—	FY2025
20	American Electric Power Co Inc AEP · USA	$70B	42/100 Eher schwach	9.7%low 3.5%	10 yr+	1.6×	28%	—	FY2025
21	Kinder Morgan Inc KMI · USA	$72B	41/100 Eher schwach	5.5%low 0.5%	10 yr+	1.0×	50%	—	FY2025
22	Costamare Inc CMRE · USA	$1.9B	41/100 Eher schwach	12.4%low 0.7%	10 yr+	0.5×	45%	—	FY2025
23	Federal Realty Investment Trust FRT · USA	$11B	40/100 Eher schwach	10.3%low 5.1%	10 yr+	1.5×	62%	—	FY2025
24	GATX Corporation GATX · USA	$6.4B	40/100 Eher schwach	12.8%low 7.1%	10 yr+	2.8×	48%	—	FY2025
25	Choice Hotels International Inc CHH · USA	$5.1B	40/100 Eher schwach	-20.5%^‡low -131.7%	10 yr+	11.5×	46%	—	FY2025
26	Saul Centers Inc BFS · USA	$1.2B	40/100 Eher schwach	12.0%low 0.7%	10 yr+	5.2×	70%	—	FY2025
27	Willis Lease Finance Corporation WLFC · USA	$1.7B	39/100 Eher schwach	11.5%low 0.9%	10 yr+	3.7×	65%	—	FY2025
28	DTE Energy Company DTE · USA	$30B	37/100 Eher schwach	11.1%low 9.6%	10 yr+	2.1×	32%	—	FY2025
29	St Joe Company JOE · USA	$3.5B	36/100 Eher schwach	9.2%low 2.3%	10 yr+	0.3×	49%	—	FY2025
30	Southern Company SO · USA	$109B	35/100 Eher schwach	10.4%low 3.4%	10 yr+	2.0×	43%	—	FY2025
31	FedEx Corporation FDX · USA	$73B	35/100 Eher schwach	14.5%low 3.0%	10 yr+	0.9×	27%	—	FY2026

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.