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 market "Europe (incl. UK)", market cap "Mega ≥$200B", No report yet: 10 match(Filter löschen).

# Titel Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Analyse FY
1 Roche Holding AG ROG · SW $326B
92/100 Exzellent
39.6%low 26.1% 10 yr+ 0.5× 72% FY2025
2 LOréal S.A. OR · Paris $222B
88/100 Exzellent
16.5%low 12.3% 10 yr+ 0.1× 73% FY2025
3 Novo Nordisk A/S NOVO-B · CO $210B
88/100 Exzellent
59.3%low 52.8% 10 yr+ 0.5× 84% FY2025
4 LVMH Moët Hennessy - Louis Vuitton MC · Paris $253B
83/100 Exzellent
19.2%low 12.1% 10 yr+ 0.3× 67% FY2025
5 Nestle S.A. NESN · SW $265B
80/100 Exzellent
23.7%low 11.7% 10 yr+ 1.6× 48% FY2025
6 Novartis AG NOVN · SW $306B
78/100 Stark
20.9%low 9.0% 10 yr+ 0.6× 71% FY2025
7 AstraZeneca PLC AZN · LSE $249B
64/100 Mittel
15.3%low 0.3% 10 yr+ 0.5× 72% FY2025
8 BHP Group Limited BHP · LSE $202B
62/100 Mittel
18.8%low -12.0% 9 yr 0.3× 72% FY2025
9 Shell plc SHEL · LSE $238B
27/100 Schwach
7.9%low -14.0% 5 yr 0.4× 11% FY2025
10 Shell PLC SHELL · Amsterdam $237B
27/100 Schwach
7.9%low -13.9% 5 yr 0.4× 11% 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.