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 profit streak "≥5 yr", Has report: 543 match(clear filters) · page 2 of 6.

# Ticker Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
101 GlaxoSmithKline PLC ADR GSK · US $103B
84/100 Elite
52/100 34.6%low 18.4% 10 yr+ 0.9× 68% GSK plc: Rebuilt Biopharma, Racing the Patent CliffJun 27, 2026 · Hold FY2025
102 Trane Technologies plc TT · US $100B
84/100 Elite
47/100 24.0%low 13.3% 10 yr+ 0.3× 32% Trane Technologies: A Long-Term Owner's ViewMay 26, 2026 · Watch FY2025
103 Colgate-Palmolive Company CL · US $73B
84/100 Elite
44/100 60.0%low 60.0% 10 yr+ 19.9× 59% Colgate-Palmolive: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch FY2025
104 PayPal Holdings Inc PYPL · US $49B
84/100 Elite
43/100 16.7%low 9.5% 10 yr+ Net cash 53% PayPal Holdings: A Deep-Dive Investment StudyMay 22, 2026 · Cautious Buy FY2025
105 Diageo PLC DGE · LSE $46B
84/100 Elite
31/100 34.7%low 20.8% 10 yr+ 2.0× 61% Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide EnoughJul 31, 2026 · Hold FY2025
106 Hershey Co HSY · US $35B
84/100 Elite
43/100 51.2%low 19.0% 10 yr+ 1.0× 44% The Hershey Company: A Deep-Dive Value Investing StudyMay 27, 2026 · Watch FY2025
107 Zoetis Inc ZTS · US $32B
84/100 Elite
47/100 51.4%low 43.5% 10 yr+ 2.2× 67% Zoetis Long-Term Business Owner Value AnalysisMay 28, 2026 · Cautious Buy FY2025
108 Texas Pacific Land Corporation TPL · US $28B
84/100 Elite
51/100 48.7%low 33.0% 10 yr+ Net cash 93% Texas Pacific Land: A Deep Value Investment StudyMay 28, 2026 · Watch FY2025
109 Hubbell Inc HUBB · US $25B
84/100 Elite
47/100 20.3%low 14.9% 10 yr+ 0.5× 31% In-Depth Value Analysis of Hubbell IncorporatedMay 29, 2026 · Watch FY2025
110 Allison Transmission Holdings Inc ALSN · US $9.6B
84/100 Elite
43/100 49.2%low 19.9% 10 yr+ 0.8× 49% Allison Transmission: A Reassessment During the Integration PhaseMay 28, 2026 · Hold FY2025
111 Apple Inc. AAPL · US $4.5T
83/100 Elite
43/100 54.7%low 35.6% 10 yr+ 0.8× 41% Apple Inc.: Strip Out the Tariff Refunds and the 50.1% Margin Becomes 48.1%, While 308.91 Dollars Earns Less Than the Ten-Year TreasuryAug 1, 2026 · Hold FY2025
112 LVMH Moët Hennessy - Louis Vuitton MC · Paris $253B
83/100 Elite
44/100 19.2%low 12.1% 10 yr+ 0.3× 67% LVMH Moet Hennessy Louis Vuitton SE: Fashion & Leather Goods Supplies 71% of H1 2026 Recurring Operating Profit, and EUR 426.55 Sits 33% Above the EUR 320 Conservative ValueSep 9, 2026 · Hold FY2025
113 Amphenol Corporation APH · US $198B
83/100 Elite
37/100 24.6%low 16.1% 10 yr+ 0.3× 33% Amphenol Long-Term Owner Perspective ResearchJun 3, 2026 · Watch FY2025
114 Unilever PLC ULVR · LSE $130B
83/100 Elite
43/100 39.4%low 28.7% 10 yr+ 1.6× 43% Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of SafetyAug 3, 2026 · Hold FY2025
115 Intuitive Surgical Inc ISRG · US $127B
83/100 Elite
52/100 14.1%low 10.9% 10 yr+ Net cash 68% Intuitive Surgical: A Long-Term Business Owner's Research ReportMay 22, 2026 · Watch FY2025
116 Stryker Corporation SYK · US $125B
83/100 Elite
49/100 16.0%low 10.2% 10 yr+ 0.5× 62% Stryker In-Depth Value Investment ResearchMay 25, 2026 · Watch FY2025
117 Regeneron Pharmaceuticals Inc REGN · US $79B
83/100 Elite
48/100 22.5%low 14.4% 10 yr+ Net cash 89% Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's PerspectiveMay 22, 2026 · Watch FY2025
118 Jiangsu Hengrui Medicine Co Ltd 600276 · Shanghai $50B
83/100 Elite
51/100 16.5%low 10.3% 10 yr+ Net cash 86% Hengrui Pharmaceuticals: A Fortress Innovation Platform, But RMB 50 Already Pays for the UpgradeJun 26, 2026 · Hold FY2025
119 Accton Technology Corp 2345 · Taiwan $45B
83/100 Elite
45/100 33.5%low 21.4% 10 yr+ Net cash 20% Accton Technology Deep-Dive ResearchJun 14, 2026 · Hold FY2025
120 Agilent Technologies Inc A · US $39B
83/100 Elite
44/100 17.8%low 6.9% 10 yr+ 0.2× 53% Agilent Technologies: A Study from a Long-Term Business Owner's PerspectiveMay 21, 2026 · Watch FY2025
121 Dassault Systemes SE DSY · Paris $28B
83/100 Elite
49/100 12.4%low 9.7% 10 yr+ Net cash 84% Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research ReportJun 4, 2026 · Watch FY2025
122 PPG Industries Inc PPG · US $25B
83/100 Elite
41/100 20.9%low 15.6% 10 yr+ 41% PPG Industries: A Long-Term Owner-Perspective Investment AnalysisMay 29, 2026 · Watch FY2025
123 Expeditors International of Washington, Inc. EXPD · US $22B
83/100 Elite
44/100 31.9%low 23.4% 10 yr+ Net cash 13% Expeditors International Deep-Dive Value ResearchMay 29, 2026 · Watch FY2025
124 Houlihan Lokey Inc HLI · US $8.8B
83/100 Elite
41/100 19.2%low 14.8% 10 yr+ Net cash 43% Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is DormantAug 19, 2026 · Hold FY2026
125 Lao Feng Xiang Co Ltd A 600612 · Shanghai $2.6B
83/100 Elite
33/100 18.4%low 11.6% 10 yr+ Net cash 8% Lao Feng Xiang: 499 Franchise Closures and a 10.6% Jewellery Gross Margin, While the Shares at CNY 34.87 Sit 9% Above the CNY 31.9 Conservative ValueAug 9, 2026 · Hold FY2025
126 Herbalife Nutrition Ltd HLF · US $1.3B
83/100 Elite
31/100 49.9%low 30.9% 10 yr+ 79% Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance SheetSep 4, 2026 · Watch FY2025
127 Taiwan Semiconductor Manufacturing TSM · US $2.1T
82/100 Elite
57/100 26.3%low 21.8% 10 yr+ Net cash 53% TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of SafetyJul 31, 2026 · Hold FY2025
128 Johnson & Johnson JNJ · US $618B
82/100 Elite
48/100 25.5%low 2.2% 10 yr+ 0.3× 69% Johnson & Johnson Deep Value Analysis: A Good Company Is Not CheapMay 25, 2026 · Watch FY2025
129 Tencent Holdings Ltd 0700 · HK $548B
82/100 Elite
53/100 21.1%low 13.2% 10 yr+ Net cash 48% Tencent Holdings: A 12.8% Re-Rating on an Unconfirmed WeChat Agent, While Q1 Disclosed RMB8.8 Billion of AI DragAug 9, 2026 · Hold FY2025
130 Texas Instruments Incorporated TXN · US $252B
82/100 Elite
49/100 46.2%low 28.4% 10 yr+ 0.6× 63% Texas Instruments Analog and Embedded Processors ResearchMay 23, 2026 · Watch FY2025
131 Foxconn Industrial Internet Co Ltd 601138 · Shanghai $158B
82/100 Elite
40/100 22.0%low 15.0% 10 yr+ Net cash 8% FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuationJun 4, 2026 · Watch FY2025
132 Fortinet Inc FTNT · US $119B
82/100 Elite
55/100 38.0%low 3.8% 10 yr+ Net cash 77% Fortinet: An Investment Analysis Through a Long-Term Business Owner's LensMay 22, 2026 · Watch FY2025
133 BAE Systems plc BA · LSE $78B
82/100 Elite
46/100 20.8%low 14.2% 10 yr+ 0.5× 41% BAE Systems: The Portfolio Moat Is Genuine, but at 20.27 GBP the Rerating Has Already Outrun Earnings GrowthJul 30, 2026 · Hold FY2025
134 Ferguson Plc FERG · US $48B
82/100 Elite
43/100 29.7%low 20.3% 10 yr+ 0.9× 30% Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than TreasuriesAug 16, 2026 · Hold FY2025
135 GE HealthCare Technologies Inc. GEHC · US $31B
82/100 Elite
43/100 30.2%low 13.5% 7 yr 0.5× 40% GE HealthCare Technologies: A Deep Value Investment AnalysisMay 22, 2026 · Watch FY2025
136 Suzhou TFC Optical Communication Co Ltd 300394 · Shenzhen $26B
82/100 Elite
48/100 19.9%low 12.7% 10 yr+ Net cash 53% T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were PermanentJul 28, 2026 · Avoid FY2025
137 IDEX Corporation IEX · US $17B
82/100 Elite
44/100 16.7%low 12.0% 10 yr+ 0.3× 48% IDEX Corporation Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
138 RPM International Inc RPM · US $14B
82/100 Elite
43/100 22.0%low 12.7% 10 yr+ 0.8× 40% RPM International Inc.Jul 26, 2026 · Hold FY2026
139 Deckers Outdoor Corporation DECK · US $13B
82/100 Elite
47/100 26.3%low 0.6% 10 yr+ Net cash 53% Deckers In-Depth Value Investment ResearchMay 30, 2026 · Cautious Buy FY2026
140 Shandong Himile Mechanical Science & Technology Co Ltd 002595 · Shenzhen $8.5B
82/100 Elite
47/100 18.1%low 16.2% 10 yr+ Net cash 33% Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their KeepAug 19, 2026 · Hold FY2025
141 NewMarket Corporation NEU · US $7.8B
82/100 Elite
45/100 35.6%low 23.5% 10 yr+ 0.5× 28% NewMarket Corporation: The Cash Cow, the Rocket-Propellant Option, and What the Market Now PricesAug 19, 2026 · Hold FY2025
142 NVIDIA Corporation NVDA · US $4.9T
81/100 Elite
66/100 39.9%low 19.8% 10 yr+ Net cash 64% NVIDIA: Demand Has Broadened Beyond the Hyperscalers, but Its Funding Base Has Not, and 197 USD Already Prices Continued ExcellenceJul 29, 2026 · Hold FY2026
143 Delta Electronics Inc 2308 · Taiwan $198B
81/100 Elite
50/100 17.0%low 14.0% 10 yr+ Net cash 28% Delta Electronics Zen Horizon Framework Deep DiveJun 4, 2026 · Watch FY2025
144 Moodys Corporation MCO · US $83B
81/100 Elite
47/100 57.3%low 46.2% 10 yr+ 1.2× 68% Moody's from a Long-Term Owner's PerspectiveMay 26, 2026 · Watch FY2025
145 DR Horton Inc DHI · US $40B
81/100 Elite
41/100 18.9%low 13.0% 10 yr+ 0.1× 25% D.R. Horton Deep-Dive Value Investing ResearchMay 27, 2026 · Watch FY2025
146 EMCOR Group Inc EME · US $35B
81/100 Elite
43/100 19.6%low 6.5% 10 yr+ Net cash 16% EMCOR Group: A Value-Investing Deep DiveMay 27, 2026 · Watch FY2025
147 NARI Technology Co Ltd 600406 · Shanghai $27B
81/100 Elite
51/100 15.3%low 14.2% 10 yr+ Net cash 27% NARI Technology: Grid-Control Franchise, Quality Already PricedJun 27, 2026 · Hold FY2025
148 HP Inc HPQ · US $24B
81/100 Elite
33/100 56.9%low 46.4% 10 yr+ 20% HP Inc.: A Value-Investing Deep DiveMay 29, 2026 · Watch FY2025
149 McCormick & Company Incorporated MKC · US $14B
81/100 Elite
42/100 18.9%low 12.3% 10 yr+ 0.7× 39% McCormick Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
150 Andritz AG ANDR · VI $8.6B
81/100 Elite
45/100 19.2%low 10.6% 10 yr+ 49% ANDRITZ: Service Reached 46% of Revenue, but the Record Backlog Is Hydro-Heavy and Margin-DilutiveAug 19, 2026 · Hold FY2025
151 Simpson Manufacturing Company Inc SSD · US $7.8B
81/100 Elite
44/100 17.2%low 10.4% 10 yr+ 0.1× 46% Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%Aug 19, 2026 · Hold FY2025
152 Revolve Group LLC RVLV · US $1.8B
81/100 Elite
42/100 18.8%low 5.7% 10 yr+ Net cash 52% Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net IncomeSep 13, 2026 · Watch FY2025
153 Nestle S.A. NESN · SW $265B
80/100 Elite
37/100 23.7%low 11.7% 10 yr+ 1.6× 48% Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of SafetySep 5, 2026 · Hold FY2025
154 Lowe's Companies Inc LOW · US $117B
80/100 Elite
41/100 35.9%low 21.1% 10 yr+ 31% Lowe's: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2026
155 Illinois Tool Works Inc ITW · US $83B
80/100 Elite
44/100 56.5%low 36.8% 10 yr+ 2.5× 42% Illinois Tool Works: A Value Investing Deep DiveMay 26, 2026 · Watch FY2025
156 Sika AG SIKA · SW $37B
80/100 Elite
53/100 22.8%low 15.7% 10 yr+ 0.7× 45% Sika AG: Quality Compounder in a Cyclical Air PocketJun 27, 2026 · Hold FY2025
157 Wiwynn Corp 6669 · Taiwan $32B
80/100 Elite
48/100 33.8%low 17.2% 10 yr+ 0.1× 8% Wiwynn Corporation Deep-Dive ResearchJun 12, 2026 · Hold FY2025
158 Chroma ATE Inc 2360 · Taiwan $31B
80/100 Elite
45/100 20.3%low 12.8% 10 yr+ Net cash 51% Chroma ATE Value Investment Deep-DiveJun 9, 2026 · Avoid FY2025
159 Straumann Holding AG STMN · SW $20B
80/100 Elite
53/100 21.3%low 7.6% 10 yr+ 0.1× 74% Straumann Holding AG: Dental Platform Leader at a Demanding PriceJun 27, 2026 · Hold FY2025
160 Best Buy Co. Inc BBY · US $19B
80/100 Elite
34/100 40.2%low 26.1% 10 yr+ 0.8× 23% Best Buy: An Investment Analysis Through the Lens of a Long-Term Business OwnerMay 23, 2026 · Watch FY2026
161 Lennox International Inc LII · US $14B
80/100 Elite
43/100 48.2%low 31.7% 10 yr+ 1.7× 30% Lennox International Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
162 The Coca-Cola Company KO · US $377B
79/100 Strong
47/100 36.8%low 7.3% 10 yr+ 1.0× 61% Coca-Cola Deep Value Investment ResearchMay 25, 2026 · Watch FY2025
163 Sherwin-Williams Co SHW · US $83B
79/100 Strong
44/100 52.8%low 29.7% 10 yr+ 2.8× 46% The Sherwin-Williams Company: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch FY2025
164 Transdigm Group Incorporated TDG · US $70B
79/100 Strong
40/100 18.7%low 14.4% 10 yr+ 55% TransDigm Group: A Deep Value Investing StudyMay 26, 2026 · Watch FY2025
165 Sandvik AB SAND · ST $48B
79/100 Strong
44/100 16.8%low 12.6% 10 yr+ 0.3× 40% Sandvik AB: A Record 22.6% Margin With SEK 550 Million of Tungsten Inside It, and No Margin of Safety at SEK 368.70Aug 21, 2026 · Hold FY2025
166 Old Dominion Freight Line Inc ODFL · US $44B
79/100 Strong
44/100 24.4%low 16.0% 10 yr+ 0.0× 31% Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's PerspectiveMay 22, 2026 · Watch FY2025
167 Thomson Reuters Corporation Common Shares TRI · US $43B
79/100 Strong
47/100 21.3%low 10.7% 10 yr+ 0.1× 78% Thomson Reuters: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch FY2025
168 Otis Worldwide Corp OTIS · US $27B
79/100 Strong
43/100 60.0%low 60.0% 9 yr 29% Otis Worldwide Corporation: A Deep Value StudyMay 28, 2026 · Watch FY2025
169 Verisk Analytics Inc VRSK · US $26B
79/100 Strong
46/100 40.7%low 19.9% 10 yr+ 9.3× 65% Verisk Analytics Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Watch FY2025
170 Hongfa Technology Co Ltd 600885 · Shanghai $7.7B
79/100 Strong
45/100 16.0%low 13.9% 10 yr+ Net cash 37% Hongfa Technology: 3.464bn Relays, a 32% Top Line That Yielded CNY 114m of Cash, and CNY 34.73 at the Hold-Band FloorSep 16, 2026 · Hold FY2025
171 The Home Depot Inc HD · US $337B
78/100 Strong
45/100 60.0%low 60.0% 10 yr+ 5.0× 34% The Home Depot: A Value Investing Deep DiveMay 25, 2026 · Watch FY2026
172 Novartis AG NOVN · SW $306B
78/100 Strong
46/100 20.9%low 9.0% 10 yr+ 0.6× 71% Novartis (NVS) Zen Horizon Research ReportJun 8, 2026 · Hold FY2025
173 BlackRock Inc BLK · US $172B
78/100 Strong
49/100 13.2%low 9.9% 10 yr+ 0.0× 50% BlackRock In-Depth Value Investment ResearchMay 24, 2026 · Watch FY2025
174 Rio Tinto PLC RIO · LSE $148B
78/100 Strong
38/100 22.4%low 11.8% 10 yr+ 0.2× 61% Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold BandSep 14, 2026 · Hold FY2025
175 Parker-Hannifin Corporation PH · US $123B
78/100 Strong
45/100 20.4%low 14.9% 10 yr+ 0.7× 28% Parker-Hannifin: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
176 American Tower Corp AMT · US $81B
78/100 Strong
45/100 37.3%low 14.1% 10 yr+ 11.9× 72% American Tower: Long-Term Value Study of a Communications-Tower REITMay 23, 2026 · Watch FY2025
177 Motorola Solutions Inc MSI · US $72B
78/100 Strong
46/100 40.0%low 27.9% 8 yr 3.6× 49% Motorola Solutions Deep Value Investment AnalysisMay 26, 2026 · Watch FY2025
178 Public Storage PSA · US $61B
78/100 Strong
45/100 20.8%low 15.4% 10 yr+ 1.1× 68% Public Storage: An In-Depth Value-Investing AnalysisMay 27, 2026 · Watch FY2025
179 Heico Corporation HEI · US $50B
78/100 Strong
53/100 15.7%low 12.8% 10 yr+ 0.5× 41% HEICO Corporation: In-Depth ResearchJun 15, 2026 · Hold FY2025
180 Yum! Brands Inc YUM · US $42B
78/100 Strong
44/100 59.1%low 51.7% 10 yr+ 47% Yum! Brands: A Deep Dive from a Long-Term Business Owner's PerspectiveMay 27, 2026 · Watch FY2025
181 Swisscom AG SCMN · SW $41B
78/100 Strong
37/100 16.8%low 10.4% 10 yr+ 0.2× 80% Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635Aug 20, 2026 · Hold FY2025
182 Curtiss-Wright Corporation CW · US $27B
78/100 Strong
42/100 15.5%low 11.3% 10 yr+ 0.4× 37% Curtiss-Wright Research from a Long-Term Owner's PerspectiveJun 3, 2026 · Watch FY2025
183 Fair Isaac Corporation FICO · US $24B
78/100 Strong
48/100 39.6%low 18.2% 10 yr+ 75% Fair Isaac: A Long-Term Owner's ViewMay 28, 2026 · Watch FY2025
184 Next PLC NXT · LSE $22B
78/100 Strong
43/100 55.5%low 43.4% 10 yr+ 1.0× 40% NEXT plc: 23.9% International Growth, a £16.9 Million Platform, and 19.2 Times EarningsAug 30, 2026 · Hold FY2026
185 Broadridge Financial Solutions Inc BR · US $18B
78/100 Strong
43/100 32.8%low 28.1% 10 yr+ 1.1× 29% Broadridge Financial Solutions Deep-Dive Value Investing AnalysisMay 24, 2026 · Watch FY2025
186 Joint Stock Company Kaspi.kz KSPI · US $17B
78/100 Strong
53/100 57.4%low 41.7% 7 yr Net cash 74% Kaspi.kz: A Deep-Value Investment StudyMay 18, 2026 · Watch FY2025
187 Masco Corporation MAS · US $14B
78/100 Strong
40/100 60.0%low 60.0% 10 yr+ 34.2× 34% Masco Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
188 Avery Dennison Corp AVY · US $13B
78/100 Strong
41/100 33.3%low 23.6% 10 yr+ 1.6× 28% Avery Dennison Pressure-Sensitive Labels & RFID Deep DiveMay 23, 2026 · Watch FY2025
189 Crane Company CR · US $12B
78/100 Strong
44/100 16.6%low 9.0% 10 yr+ Net cash 37% Crane Company: Aerospace Compounds on Its Own, but Four-Fifths of the Headline Growth Was Bought and 32 Times Earnings Leaves No CushionAug 6, 2026 · Hold FY2025
190 Jeronimo Martins SGPS SA JMT · LS $12B
78/100 Strong
42/100 22.6%low 15.5% 10 yr+ 21% Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of SafetyAug 31, 2026 · Hold FY2025
191 Domino's Pizza Inc Common Stock DPZ · US $11B
78/100 Strong
43/100 60.0%low 60.0% 10 yr+ 37% Domino's Pizza Deep Value Investment ResearchMay 31, 2026 · Watch FY2025
192 Shenzhou International Group Holdings Ltd 2313 · HK $8.6B
78/100 Strong
44/100 17.2%low 12.1% 10 yr+ Net cash 28% Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.58Sep 1, 2026 · Hold FY2025
193 Sprouts Farmers Market LLC SFM · US $8.1B
78/100 Strong
40/100 26.7%low 18.5% 10 yr+ 1.2× 36% Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 EarningsSep 16, 2026 · Cautious Buy FY2025
194 Pool Corporation POOL · US $6.7B
78/100 Strong
44/100 52.6%low 34.1% 10 yr+ 1.2× 30% Pool Corporation Value Investment Deep-Dive ReportMay 31, 2026 · Watch FY2025
195 Zhejiang CFMoto Power Co Ltd 603129 · Shanghai $6.6B
78/100 Strong
48/100 18.2%low 10.8% 10 yr+ Net cash 29% CFMOTO: Four-Wheeler Revenue Up 51% but H1 Profit Up Only 6%, and CNY 296.88 at 24-25x Normalized Earnings Leaves No Margin of SafetySep 17, 2026 · Hold FY2025
196 SAP SE ADR SAP · US $231B
77/100 Strong
45/100 12.6%low 5.7% 10 yr+ Net cash 71% SAP: A High-Quality Incumbent Late in Its Cloud Migration, Now Priced for Proof Rather Than PossibilityJun 26, 2026 · Hold FY2025
197 ABB Ltd ABBN · SW $183B
77/100 Strong
46/100 21.9%low 8.1% 10 yr+ 0.2× 33% ABB Ltd: 58% Electrification Order Growth, and a 19.5x EBITDA Test of Capital DisciplineAug 11, 2026 · Hold FY2025
198 Union Pacific Corporation UNP · US $174B
77/100 Strong
43/100 38.3%low 21.2% 10 yr+ 1.6× 46% Union Pacific: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
199 Emerson Electric Company EMR · US $84B
77/100 Strong
47/100 25.0%low 9.1% 10 yr+ 0.6× 45% Emerson Electric: A Long-Term Owner's ViewMay 26, 2026 · Watch FY2025
200 Ametek Inc AME · US $55B
77/100 Strong
45/100 15.6%low 13.9% 10 yr+ 0.2× 41% AMETEK Precision Instruments and Industrial Technology ResearchMay 23, 2026 · Watch FY2025