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. Filtered by market "US", market cap "Large $10–200B", No report yet: 109 match(clear filters) · page 1 of 2.

# Ticker Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
1 SEI Investments Company SEIC · US $12B
92/100 Elite
27.0%low 21.7% 10 yr+ Net cash 60% FY2025
2 Evercore Partners Inc EVR · US $12B
90/100 Elite
28.4%low 13.7% 10 yr+ Net cash 99% FY2025
3 General Dynamics Corporation GD · US $104B
86/100 Elite
39/100 20.9%low 15.6% 10 yr+ 0.3× 17% FY2025
4 Cognizant Technology Solutions Corp Class A CTSH · US $26B
86/100 Elite
39/100 15.9%low 12.8% 10 yr+ Net cash 37% FY2025
5 Donaldson Company Inc DCI · US $11B
86/100 Elite
26.4%low 21.0% 10 yr+ 0.3× 34% FY2025
6 Ferrari NV RACE · US $69B
85/100 Elite
45.1%low 27.8% 10 yr+ 0.4× 51% FY2025
7 Logitech International SA LOGI · US $15B
85/100 Elite
27.0%low 16.1% 10 yr+ Net cash 40% FY2026
8 Lincoln Electric Holdings Inc LECO · US $14B
83/100 Elite
33.9%low 26.1% 10 yr+ 0.7× 34% FY2025
9 CGI Inc GIB · US $15B
82/100 Elite
18.2%low 16.1% 10 yr+ 0.4× 17% FY2025
10 Watts Water Technologies Inc WTS · US $12B
80/100 Elite
14.3%low 8.8% 10 yr+ Net cash 44% FY2025
11 Target Corporation TGT · US $66B
78/100 Strong
36/100 29.4%low 22.9% 10 yr+ 0.9× 29% FY2026
12 Kimberly-Clark Corporation KMB · US $36B
77/100 Strong
38/100 60.0%low 60.0% 10 yr+ 4.4× 34% FY2025
13 Dollar General Corporation DG · US $28B
77/100 Strong
38/100 27.8%low 15.2% 10 yr+ 1.7× 31% FY2026
14 Synchrony Financial SYF · US $25B
77/100 Strong
38/100 19.7%low 10.9% 10 yr+ Net cash 55% FY2025
15 UL Solutions Inc. ULS · US $18B
77/100 Strong
24.9%low 9.7% 7 yr 0.4× 47% FY2025
16 Five Below Inc FIVE · US $12B
77/100 Strong
19.9%low 14.0% 10 yr+ 0.5× 35% FY2026
17 Verizon Communications Inc VZ · US $195B
76/100 Strong
38/100 30.2%low 12.6% 10 yr+ 1.7× 46% FY2025
18 Tempur Sealy International Inc TPX · US $12B
76/100 Strong
52.1%low 25.3% 10 yr+ 9.9× 43% FY2024
19 The Clorox Company CLX · US $12B
76/100 Strong
38/100 57.5%low 38.4% 10 yr+ 59.7× 43% FY2026
20 Penske Automotive Group Inc PAG · US $14B
75/100 Strong
21.7%low 15.6% 10 yr+ 1.6× 16% FY2025
21 LPL Financial Holdings Inc LPLA · US $28B
74/100 Strong
35.4%low 16.1% 10 yr+ 1.1× 26% FY2025
22 BJs Wholesale Club Holdings Inc BJ · US $12B
74/100 Strong
43.4%low 26.3% 10 yr+ 1.2× 18% FY2026
23 Rio Tinto ADR RIO · US $156B
73/100 Strong
22.4%low 11.8% 10 yr+ 0.2× 55% FY2025
24 Equity Lifestyle Properties Inc ELS · US $13B
73/100 Strong
19.5%low 16.0% 10 yr+ 1.9× 46% FY2025
25 Applied Industrial Technologies AIT · US $13B
73/100 Strong
16.5%low 2.9% 10 yr+ 0.1× 29% FY2025
26 Elevance Health Inc ELV · US $82B
71/100 Strong
39/100 14.2%low 9.8% 10 yr+ 0.5× 24% FY2025
27 Sysco Corporation SYY · US $41B
71/100 Strong
37/100 48.5%low 18.6% 10 yr+ 7.3× 18% FY2025
28 Genmab AS GMAB · US $18B
71/100 Strong
18.6%low 13.3% 10 yr+ 0.6× 99% FY2025
29 United Parcel Service Inc UPS · US $89B
69/100 Strong
38/100 52.6%low 34.3% 10 yr+ 1.6× 18% FY2025
30 Stifel Financial Corporation SF · US $13B
69/100 Strong
10.9%low 3.0% 10 yr+ Net cash 93% FY2025
31 PJT Partners Inc PJT · US $11B
68/100 Strong
42.1%low -7.7% 8 yr Net cash 30% FY2025
32 United Therapeutics Corporation UTHR · US $26B
67/100 Strong
17.2%low -3.8% 6 yr Net cash 91% FY2025
33 Brookfield Asset Management Ltd. BAM · US $81B
65/100 Strong
23.4%low 1.6% 10 yr+ 0.2× 59% FY2025
34 Smith & Nephew SNATS Inc SNN · US $14B
65/100 Strong
10.8%low 4.2% 10 yr+ 0.5× 71% FY2025
35 Murphy USA Inc MUSA · US $11B
64/100 Medium
44.9%low 19.3% 10 yr+ 5.2× 9% FY2025
36 Elbit Systems Ltd ESLT · US $38B
63/100 Medium
11.3%low 7.4% 10 yr+ 0.0× 26% FY2025
37 Tradeweb Markets Inc TW · US $22B
63/100 Medium
6.5%low 1.8% 10 yr+ Net cash 60% FY2025
38 Warner Music Group WMG · US $14B
63/100 Medium
50.7%low 11.9% 5 yr 6.3× 47% FY2025
39 Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR SBS · US $19B
62/100 Medium
19.0%low 4.3% 10 yr+ 0.7× 40% FY2025
40 TPG Inc TPG · US $17B
62/100 Medium
22.4%low 3.0% 8 yr 0.8× 98% FY2025
41 The Ensign Group Inc ENSG · US $10B
62/100 Medium
15.5%low 8.2% 10 yr+ 1.6× 15% FY2025
42 Advanced Energy Industries Inc AEIS · US $12B
61/100 Medium
17.0%low 4.5% 10 yr+ Net cash 42% FY2025
43 Altria Group MO · US $114B
60/100 Medium
37/100 40.8%low 6.5% 6 yr 58% FY2025
44 Globus Medical GMED · US $11B
60/100 Medium
9.1%low 2.5% 10 yr+ Net cash 72% FY2025
45 SharkNinja, Inc. SN · US $23B
59/100 Medium
22.1%low 15.3% 8 yr 0.0× 45% FY2025
46 Ball Corporation BALL · US $17B
59/100 Medium
39/100 20.8%low 7.7% 10 yr+ 1.1× 16% FY2025
47 Texas Roadhouse Inc TXRH · US $14B
59/100 Medium
20.6%low 3.4% 10 yr+ 1.2× 17% FY2025
48 Coca-Cola Consolidated Inc. COKE · US $13B
59/100 Medium
24.0%low -5.6% 7 yr 37% FY2025
49 Smithfield Foods, Inc. Common Stock SFD · US $10B
59/100 Medium
10.5%low 0.2% 10 yr+ 0.1× 11% FY2025
50 Royalty Pharma Plc RPRX · US $34B
58/100 Medium
16.4%low 0.8% 10 yr+ 1.3× 100% FY2025
51 Neurocrine Biosciences Inc NBIX · US $17B
56/100 Medium
1.8%low -44.8% 8 yr Net cash 99% FY2025
52 Jones Lang LaSalle Incorporated JLL · US $16B
56/100 Medium
9.9%low 3.6% 10 yr+ 0.4× 64% FY2025
53 Zoom Video Communications Inc ZM · US $28B
55/100 Medium
10.6%low -0.0% 8 yr Net cash 77% FY2026
54 SPX Corp SPXC · US $11B
55/100 Medium
10.5%low -44.5% 9 yr 0.1× 34% FY2025
55 Synnex Corporation SNX · US $20B
54/100 Medium
9.8%low 5.0% 10 yr+ 0.3× 8% FY2025
56 Penumbra Inc PEN · US $13B
54/100 Medium
3.7%low -3.0% 3 yr Net cash 65% FY2025
57 American Water Works AWK · US $27B
53/100 Medium
39/100 10.6%low 7.9% 10 yr+ 1.5× 56% FY2025
58 Advanced Drainage Systems Inc WMS · US $11B
53/100 Medium
20.5%low -25.0% 6 yr 0.8× 31% FY2026
59 Waste Connections Inc WCN · US $42B
52/100 Medium
8.5%low 3.0% 10 yr+ 1.1× 41% FY2025
60 Arrow Electronics Inc ARW · US $11B
52/100 Medium
11.8%low -4.2% 6 yr 0.4× 12% FY2025
61 BCE Inc BCE · US $20B
50/100 Medium
14.5%low 2.0% 10 yr+ 1.8× 56% FY2025
62 WESCO International Inc WCC · US $17B
50/100 Medium
11.0%low 3.0% 10 yr+ 1.2× 20% FY2025
63 Clean Harbors Inc CLH · US $17B
50/100 Medium
11.0%low -3.7% 9 yr 0.9× 31% FY2025
64 Omega Healthcare Investors Inc OHI · US $16B
50/100 Medium
8.1%low 2.8% 10 yr+ 0.8× 94% FY2025
65 Dycom Industries Inc DY · US $13B
50/100 Medium
14.6%low 4.2% 10 yr+ 1.2× 14% FY2026
66 Johnson Controls International PLC JCI · US $89B
49/100 Weak
36/100 8.7%low -3.4% 9 yr 0.8× 33% FY2025
67 Tenet Healthcare Corporation THC · US $21B
49/100 Weak
34.5%low -46.0% 6 yr 2.4× 41% FY2025
68 Charter Communications Inc CHTR · US $20B
49/100 Weak
37/100 25.0%low 3.4% 10 yr+ 6.0× 37% FY2025
69 DocuSign Inc DOCU · US $10B
49/100 Weak
-19.2%low -74.7% 3 yr Net cash 77% FY2026
70 Trip.com Group Ltd ADR TCOM · US $30B
48/100 Weak
4.5%low -3.2% 4 yr Net cash 79% FY2025
71 XPO Logistics Inc XPO · US $24B
48/100 Weak
18.9%low 2.6% 10 yr+ 2.4× 12% FY2025
72 Crown Holdings Inc CCK · US $13B
47/100 Weak
28.5%low -29.3% 4 yr 1.8× 20% FY2025
73 Virtu Financial, Inc. VIRT · US $13B
47/100 Weak
20.2%low -6.3% 6 yr 5.0× 58% FY2025
74 Ameren Corp AEE · US $30B
46/100 Weak
38/100 9.8%low 7.3% 10 yr+ 1.5× 44% FY2025
75 Darden Restaurants Inc DRI · US $23B
46/100 Weak
37/100 33.4%low -2.2% 6 yr 2.6× 26% FY2026
76 Burlington Stores Inc BURL · US $23B
46/100 Weak
35.6%low -46.6% 5 yr 2.6× 42% FY2026
77 Antero Midstream Partners LP AM · US $10B
46/100 Weak
21.1%low -11.3% 5 yr 1.5× 62% FY2025
78 Petroleo Brasileiro Petrobras SA ADR PBR · US $123B
45/100 Weak
17.1%low -6.2% 8 yr 0.8× 44% FY2025
79 United Microelectronics UMC · US $47B
44/100 Weak
11.4%low 3.7% 10 yr+ Net cash 27% FY2025
80 Coterra Energy Inc CTRA · US $25B
42/100 Weak
13.0%low -16.2% 9 yr 0.3× 37% FY2025
81 Suncor Energy Inc SU · US $79B
39/100 Weak
9.3%low -12.1% 5 yr 0.3× 60% FY2025
82 US Foods Holding Corp USFD · US $22B
39/100 Weak
8.9%low -5.6% 5 yr 1.3× 17% FY2025
83 Leonardo DRS, Inc. Common Stock DRS · US $12B
39/100 Weak
37/100 0.5%low -46.7% 7 yr Net cash 20% FY2025
84 Krystal Biotech Inc KRYS · US $10B
39/100 Weak
-45.5%low -397.9% 3 yr Net cash 91% FY2025
85 Phillips 66 PSX · US $85B
38/100 Weak
39/100 13.1%low -21.0% 5 yr 0.7× 5% FY2025
86 Tenaris SA ADR TS · US $29B
38/100 Weak
8.8%low -5.6% 5 yr Net cash 32% FY2025
87 HF Sinclair Corp DINO · US $16B
38/100 Weak
9.2%low -11.6% 5 yr 0.2× 14% FY2025
88 TTM Technologies Inc TTMI · US $12B
36/100 Weak
6.8%low -1.2% 2 yr 0.3× 18% FY2025
89 FedEx Corporation FDX · US $73B
35/100 Weak
39/100 14.5%low 3.0% 10 yr+ 0.9× 27% FY2026
90 Ryanair Holdings PLC ADR RYAAY · US $30B
35/100 Weak
15.8%low -21.8% 4 yr Net cash 21% FY2026
91 Plains All American Pipeline LP PAA · US $17B
34/100 Poor
7.1%low -26.6% 5 yr 0.7× 5% FY2025
92 Api Group Corp APG · US $17B
34/100 Poor
4.5%low -9.8% 5 yr 0.6× 25% FY2025
93 Aramark Holdings ARMK · US $15B
33/100 Poor
8.4%low -16.9% 4 yr 1.6× 9% FY2025
94 Alamos Gold Inc AGI · US $12B
30/100 Poor
4.0%low -2.8% 4 yr Net cash 29% FY2025
95 Edison International EIX · US $28B
29/100 Poor
38/100 8.8%low -2.9% 7 yr 2.4× 40% FY2025
96 AT&T Inc. T · US $159B
28/100 Poor
39/100 9.4%low -8.7% 3 yr 1.4× 44% FY2025
97 LATAM Airlines Group S.A. LTM · US $15B
28/100 Poor
32.1%low 1.7% 4 yr 4.4× 19% FY2025
98 DigitalOcean Holdings Inc DOCN · US $14B
28/100 Poor
-6.0%low -58.0% 3 yr 58% FY2025
99 Alcoa Corp AA · US $12B
27/100 Poor
-1.9%low -27.4% 2 yr 0.2× 13% FY2025
100 Dollar Tree Inc DLTR · US $24B
26/100 Poor
35/100 2.4%low -76.2% 1 yr 1.7× 33% 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.