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", profit streak "≥7 yr", Has report: 322 match(clear filters) · page 3 of 4.

# Ticker Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
201 Lamar Advertising Company LAMR · US $16B
71/100 Strong
44/100 33.7%low 20.2% 10 yr+ 6.0× 63% Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of SafetyAug 27, 2026 · Hold FY2025
202 IES Holdings Inc IESC · US $15B
71/100 Strong
48/100 20.4%low -6.4% 7 yr Net cash 19% IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair ValueAug 7, 2026 · Watch FY2025
203 Carlisle Companies Incorporated CSL · US $14B
71/100 Strong
38/100 24.7%low 10.1% 10 yr+ 1.0× 32% Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on MarginAug 6, 2026 · Hold FY2025
204 Toll Brothers Inc TOL · US $14B
71/100 Strong
37/100 15.1%low 9.0% 10 yr+ 0.2× 23% Toll Brothers Deep-Dive ResearchJun 15, 2026 · Hold FY2025
205 Booking Holdings Inc BKNG · US $149B
70/100 Strong
44/100 32.6%low 1.2% 10 yr+ 99% Booking Holdings: A Deep Value Investing AnalysisMay 21, 2026 · Cautious Buy FY2025
206 Starbucks Corporation SBUX · US $120B
70/100 Strong
40/100 45.0%low 12.5% 10 yr+ 27% Starbucks Corporation: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch FY2025
207 Comcast Corp CMCSA · US $85B
70/100 Strong
42/100 17.2%low 6.6% 10 yr+ 1.0× 69% Comcast: A Deep Value-Investing AnalysisMay 21, 2026 · Cautious Buy FY2025
208 Kroger Company KR · US $37B
70/100 Strong
39/100 25.1%low 17.1% 10 yr+ 3.4× 22% Kroger Deep Value Investment ResearchMay 27, 2026 · Watch FY2026
209 AptarGroup Inc ATR · US $8.5B
70/100 Strong
38/100 14.1%low 11.6% 10 yr+ 0.4× 35% AptarGroup: Pharma Carries the Profit, the Price Leaves No CushionAug 26, 2026 · Hold FY2025
210 Science Applications International Corporation Common Stock SAIC · US $5.0B
70/100 Strong
31/100 24.3%low 9.1% 10 yr+ 1.7× 11% SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative ValueAug 26, 2026 · Hold FY2026
211 Walmart Inc. WMT · US $885B
69/100 Strong
46/100 16.0%low 8.4% 10 yr+ 0.6× 25% Walmart Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Watch FY2026
212 Thermo Fisher Scientific Inc TMO · US $213B
69/100 Strong
47/100 13.3%low 8.8% 10 yr+ 0.5× 44% Thermo Fisher: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
213 Eaton Corporation PLC ETN · US $150B
69/100 Strong
46/100 15.3%low 9.4% 10 yr+ 0.5× 40% Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of SafetyAug 5, 2026 · Hold FY2025
214 Woodward Inc WWD · US $21B
69/100 Strong
30/100 13.2%low 9.0% 10 yr+ 0.2× 25% Woodward: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch FY2025
215 New York Times Company NYT · US $12B
69/100 Strong
50/100 10.6%low 0.5% 10 yr+ Net cash 51% The New York Times: Bundle Economics at Full ValueJun 17, 2026 · Hold FY2025
216 InterDigital Inc IDCC · US $7.9B
69/100 Strong
38/100 21.2%low 2.7% 10 yr+ Net cash 74% InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative CeilingSep 16, 2026 · Hold FY2025
217 MSA Safety MSA · US $7.3B
69/100 Strong
44/100 14.7%low 2.6% 10 yr+ 0.3× 45% MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy CeilingSep 17, 2026 · Hold FY2025
218 Morgan Stanley MS · US $331B
68/100 Strong
46/100 11.1%low 7.9% 10 yr+ Net cash 77% Morgan Stanley Deep Value Investment Research ReportMay 25, 2026 · Watch FY2025
219 Charles Schwab Corp SCHW · US $183B
68/100 Strong
44/100 13.7%low 5.9% 10 yr+ Net cash 90% Charles Schwab: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
220 Norfolk Southern Corporation NSC · US $75B
68/100 Strong
32/100 19.4%low 13.4% 10 yr+ 1.0× 37% Norfolk Southern: A Deep Value Investment AnalysisMay 26, 2026 · Watch FY2025
221 Wise Group plc Class A Ordinary Shares WSE · US $12B
68/100 Strong
52/100 16.5%low 5.8% 10 yr+ Net cash 66% Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of SafetyAug 31, 2026 · Hold FY2026
222 Valmont Industries Inc VMI · US $9.4B
68/100 Strong
41/100 14.7%low 8.9% 10 yr+ 0.5× 27% Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of SafetySep 18, 2026 · Hold FY2025
223 AutoNation Inc AN · US $7.1B
68/100 Strong
39/100 29.7%low 11.8% 10 yr+ 4.3× 17% AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of SafetySep 1, 2026 · Hold FY2025
224 Amgen Inc AMGN · US $208B
67/100 Strong
43/100 51.4%low 7.8% 10 yr+ 5.3× 76% Amgen Inc. Deep-Dive Value Investing AnalysisMay 21, 2026 · Watch FY2025
225 The TJX Companies Inc TJX · US $174B
67/100 Strong
43/100 50.0%low 1.5% 10 yr+ 0.7× 29% TJX: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2026
226 Gilead Sciences Inc GILD · US $162B
67/100 Strong
47/100 24.9%low 0.7% 10 yr+ 0.6× 82% Gilead Sciences In-Depth Value Investment ResearchMay 22, 2026 · Watch FY2025
227 Republic Services Inc RSG · US $65B
67/100 Strong
45/100 14.4%low 8.0% 10 yr+ 0.0× 31% Republic Services: An In-Depth Value StudyMay 26, 2026 · Watch FY2025
228 State Street Corp STT · US $51B
67/100 Strong
42/100 9.9%low 8.2% 10 yr+ Net cash 84% State Street Corporation: In-Depth Value Investing ResearchMay 27, 2026 · Watch FY2025
229 Cboe Global Markets Inc CBOE · US $32B
67/100 Strong
47/100 19.0%low 6.8% 10 yr+ Net cash 50% Cboe Global Markets In-Depth Value Investment AnalysisMay 24, 2026 · Watch FY2025
230 Principal Financial Group Inc PFG · US $24B
67/100 Strong
41/100 14.8%low 5.7% 10 yr+ Net cash 46% Principal Financial Group: A Long-Term Business Owner's PerspectiveMay 29, 2026 · Watch FY2025
231 Super Micro Computer Inc SMCI · US $18B
67/100 Strong
42/100 15.8%low 5.5% 10 yr+ Net cash 15% Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance DiscountMay 28, 2026 · Watch FY2025
232 Gaming & Leisure Properties GLPI · US $13B
67/100 Strong
37/100 16.9%low 11.9% 10 yr+ 1.6× 87% Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the RentSep 14, 2026 · Hold FY2025
233 PACCAR Inc PCAR · US $70B
66/100 Strong
40/100 19.5%low 7.7% 10 yr+ 0.3× 19% In-Depth Value Investing Research on PACCAR IncMay 22, 2026 · Watch FY2025
234 Roper Technologies Inc ROP · US $39B
66/100 Strong
48/100 10.6%low 7.4% 10 yr+ 0.5× 67% Roper Technologies Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Cautious Buy FY2025
235 Caseys General Stores Inc CASY · US $32B
66/100 Strong
42/100 16.9%low 14.5% 10 yr+ 0.6× 23% Casey's General Stores In-Depth Value Investing AnalysisMay 24, 2026 · Watch FY2026
236 VeriSign Inc VRSN · US $26B
66/100 Strong
47/100 10 yr+ 86% VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch FY2025
237 Sterling Infrastructure, Inc. STRL · US $18B
66/100 Strong
44/100 16.9%low -8.6% 9 yr Net cash 14% Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 EarningsAug 27, 2026 · Hold FY2025
238 Gartner Inc IT · US $10B
66/100 Strong
49/100 42.4%low 0.3% 10 yr+ 5.9× 66% Gartner Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy FY2025
239 Oracle Corporation ORCL · US $374B
65/100 Strong
52/100 46.3%low 7.8% 10 yr+ 2.9× 76% Oracle CorporationJul 28, 2026 · Hold FY2026
240 NXP Semiconductors NV NXPI · US $58B
65/100 Strong
45/100 18.8%low 0.6% 10 yr+ 0.9× 53% NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business OwnerMay 22, 2026 · Watch FY2025
241 Coca-Cola European Partners PLC CCEP · US $48B
65/100 Strong
43/100 15.5%low 8.3% 10 yr+ 1.2× 37% Coca-Cola Europacific Partners: A Deep Value Investing AnalysisMay 21, 2026 · Watch FY2025
242 Reliance Steel & Aluminum Co RS · US $21B
65/100 Strong
37/100 14.4%low 7.2% 10 yr+ 0.2× 28% Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case BandAug 30, 2026 · Hold FY2025
243 Timken Company TKR · US $9.6B
65/100 Strong
38/100 14.8%low 9.1% 10 yr+ 0.6× 36% Timken: The Margin Transition Is Real, but the Price Already Assumes It's FinishedJul 8, 2026 · Hold FY2025
244 AstraZeneca PLC AZN · US $279B
64/100 Medium
51/100 15.4%low 0.3% 10 yr+ 0.5× 78% AstraZeneca: A Deep DiveJun 15, 2026 · Hold FY2025
245 Deere & Company DE · US $160B
64/100 Medium
43/100 28.1%low 19.4% 10 yr+ 2.1× 32% Deere & Company: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
246 Salesforce.com Inc CRM · US $154B
64/100 Medium
51/100 5.5%low 0.4% 10 yr+ 0.1× 75% Salesforce: Agentforce ARR Grew 205% to 1.2 Billion Dollars, but Growth Excluding Informatica Was 8.75% and 184.02 Dollars Leaves No Margin of SafetyAug 1, 2026 · Hold FY2026
247 Steel Dynamics Inc STLD · US $36B
64/100 Medium
42/100 25.5%low 12.7% 10 yr+ 0.4× 19% Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality CompounderMay 27, 2026 · Watch FY2025
248 Textron Inc TXT · US $15B
64/100 Medium
40/100 12.6%low 5.3% 10 yr+ 0.3× 17% Textron Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
249 Leidos Holdings Inc LDOS · US $15B
64/100 Medium
43/100 16.8%low 4.7% 10 yr+ 1.0× 15% Leidos Holdings Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
250 Zebra Technologies Corporation ZBRA · US $14B
64/100 Medium
46/100 15.1%low -17.3% 9 yr 0.8× 46% Long-Term Value Investment Research on Zebra TechnologiesMay 31, 2026 · Watch FY2025
251 Exelixis Inc EXEL · US $13B
64/100 Medium
47/100 14.0%low -78.6% 9 yr Net cash 96% Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second ActJul 16, 2026 · Hold FY2025
252 CACI International Inc CACI · US $11B
64/100 Medium
43/100 12.1%low 8.9% 10 yr+ 0.8× 8% CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative CeilingSep 10, 2026 · Hold FY2025
253 Broadcom Inc AVGO · US $1.9T
63/100 Medium
56/100 24.2%low -7.9% 9 yr 0.6× 58% Broadcom: AI Revenue Grew 143% to 10.8 Billion Dollars, but 389.28 Dollars Buys the Base Case at a 1.30% Owner-Earnings Yield Against 4.74% TreasuriesAug 1, 2026 · Hold FY2025
254 Siemens AG ADR SIEGY · US $249B
63/100 Medium
48/100 13.4%low 7.6% 10 yr+ 0.6× 35% Siemens AG (SIE.XETRA) Zen Horizon Research ReportJun 9, 2026 · Watch FY2025
255 Mondelez International Inc MDLZ · US $80B
63/100 Medium
42/100 12.7%low 6.5% 10 yr+ 0.8× 38% MDLZ: Investment Research Through a Long-Term Business Owner's LensMay 22, 2026 · Watch FY2025
256 STERIS plc STE · US $22B
63/100 Medium
43/100 7.6%low 1.8% 10 yr+ 0.2× 43% STERIS plc: A Long-Term Owner's PerspectiveMay 29, 2026 · Watch FY2026
257 Intercontinental Exchange Inc ICE · US $86B
62/100 Medium
49/100 11.2%low 6.4% 10 yr+ 0.6× 56% Intercontinental Exchange from a Long-Term Business Owner's PerspectiveMay 26, 2026 · Watch FY2025
258 Ciena Corp CIEN · US $53B
62/100 Medium
43/100 11.5%low -17.9% 7 yr 0.1× 44% Ciena: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch FY2025
259 Jabil Circuit Inc JBL · US $33B
62/100 Medium
39/100 24.4%low 3.0% 10 yr+ 0.9× 8% Jabil Inc.: An In-Depth Value Investing AnalysisMay 27, 2026 · Watch FY2025
260 DaVita HealthCare Partners Inc DVA · US $15B
62/100 Medium
41/100 27.6%low 3.2% 10 yr+ 10.4× 29% DaVita In-Depth Value Investing ResearchMay 30, 2026 · Watch FY2025
261 ServiceNow Inc NOW · US $115B
61/100 Medium
51/100 -4.1%low -116.8% 7 yr Net cash 77% ServiceNow: A Value Investing StudyMay 25, 2026 · Watch FY2025
262 Celestica Inc. CLS · US $39B
61/100 Medium
49/100 12.8%low 4.3% 10 yr+ 0.1× 8% Celestica Inc. Deep-Dive ResearchJun 12, 2026 · Hold FY2025
263 MYR Group Inc MYRG · US $5.2B
61/100 Medium
44/100 11.7%low 5.0% 10 yr+ Net cash 11% MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing EarningsAug 8, 2026 · Hold FY2025
264 Caterpillar Inc CAT · US $375B
60/100 Medium
46/100 34.1%low -0.5% 9 yr 1.6× 31% Caterpillar Long-Term Value Investment AnalysisMay 24, 2026 · Watch FY2025
265 Flex Ltd FLEX · US $42B
60/100 Medium
40/100 14.1%low 3.1% 10 yr+ 0.4× 7% Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the ReratingJul 22, 2026 · Hold FY2026
266 Northern Trust Corporation NTRS · US $33B
59/100 Medium
43/100 10.3%low 0.7% 10 yr+ Net cash 82% Northern Trust: A Study of Custody-Banking and Wealth-Management InfrastructureMay 28, 2026 · Watch FY2025
267 Laboratory Corporation of America Holdings LH · US $25B
59/100 Medium
44/100 13.3%low 5.3% 10 yr+ 0.8× 31% Labcorp Holdings: A Value-Investing Deep DiveMay 29, 2026 · Watch FY2025
268 Amkor Technology Inc AMKR · US $12B
59/100 Medium
30/100 12.4%low 6.2% 10 yr+ Net cash 17% Amkor (AMKR) Zen Horizon ReportJun 5, 2026 · Watch FY2025
269 Eli Lilly and Company LLY · US $1.0T
58/100 Medium
55/100 45.5%low -1.8% 8 yr 1.3× 78% Eli Lilly Deep Value Research: A Great Company at Too High a PriceMay 25, 2026 · Watch FY2025
270 CRH PLC ADR CRH · US $63B
58/100 Medium
43/100 12.0%low 5.4% 10 yr+ 0.7× 33% CRH plc: An Investment Study Through the Lens of a Long-Term Business OwnerMay 26, 2026 · Cautious Buy FY2025
271 Nucor Corp NUE · US $59B
58/100 Medium
41/100 19.8%low 6.7% 10 yr+ 0.2× 17% Nucor Corporation Investment Research ReportMay 27, 2026 · Watch FY2025
272 Chipotle Mexican Grill Inc CMG · US $47B
58/100 Medium
43/100 26.8%low 1.6% 10 yr+ 3.1× 21% Chipotle Mexican Grill: A Long-Term Value Investment AnalysisMay 24, 2026 · Watch FY2025
273 Gen Digital Inc. GEN · US $16B
58/100 Medium
47/100 29.3%low -3.0% 9 yr 3.0× 81% Gen Digital In-Depth Value Investment ResearchMay 30, 2026 · Watch FY2026
274 Dell Technologies Inc DELL · US $262B
57/100 Medium
48/100 20.6%low -4.7% 7 yr 23% Dell Technologies Deep Value ResearchMay 25, 2026 · Watch FY2026
275 Nasdaq Inc NDAQ · US $53B
57/100 Medium
50/100 12.2%low 2.0% 10 yr+ 0.7× 40% Nasdaq Investment MemoMay 27, 2026 · Watch FY2025
276 Iron Mountain Incorporated IRM · US $36B
57/100 Medium
47/100 29.6%low 5.4% 10 yr+ 54% Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital SpendingMay 27, 2026 · Watch FY2025
277 SS&C Technologies Holdings Inc SSNC · US $18B
57/100 Medium
46/100 9.6%low 2.3% 10 yr+ 0.6× 46% SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap EnoughJul 18, 2026 · Hold FY2025
278 Stonex Group Inc SNEX · US $9.3B
57/100 Medium
43/100 19.0%low 1.4% 10 yr+ 7.1× 1% StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPSSep 16, 2026 · Hold FY2025
279 Brinks Company BCO · US $4.9B
57/100 Medium
41/100 26.3%low -20.0% 7 yr 9.6× 23% Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR AtleosSep 18, 2026 · Watch FY2025
280 Vulcan Materials Company VMC · US $35B
56/100 Medium
43/100 10.7%low 8.3% 10 yr+ 0.6× 26% Vulcan Materials Company: In-Depth Value Investing AnalysisMay 28, 2026 · Watch FY2025
281 Nextracker Inc. Class A Common Stock NXT · US $14B
56/100 Medium
41/100 25.2%low -0.4% 7 yr Net cash 21% Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be EarnedAug 25, 2026 · Hold FY2026
282 Moog Inc MOG-A · US $12B
56/100 Medium
35/100 10.2%low 0.7% 10 yr+ 0.4× 27% Moog Long-Term Owner's View ResearchJun 3, 2026 · Watch FY2025
283 Goldman Sachs Group Inc GS · US $309B
55/100 Medium
45/100 10.7%low 5.2% 10 yr+ Net cash 65% Goldman Sachs Group Deep Value Investing AnalysisMay 25, 2026 · Watch FY2025
284 Qualcomm Incorporated QCOM · US $155B
55/100 Medium
46/100 -17.1%low -534.9% 7 yr 0.2× 58% Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount?Aug 7, 2026 · Hold FY2025
285 DexCom Inc DXCM · US $31B
55/100 Medium
48/100 9.5%low -23.1% 7 yr Net cash 65% DexCom Investment Research ReportMay 22, 2026 · Watch FY2025
286 Vicor Corporation VICR · US $9.6B
55/100 Medium
45/100 7.1%low -4.8% 9 yr Net cash 48% Vicor: A Real Power-Delivery Specialist, Already Priced For AI's PromiseJul 14, 2026 · Watch FY2025
287 Interactive Brokers Group Inc IBKR · US $149B
54/100 Medium
52/100 2.9%low 1.2% 10 yr+ Net cash 78% Interactive Brokers: A Long-Term Owner's ViewMay 25, 2026 · Watch FY2025
288 Westinghouse Air Brake Technologies Corp WAB · US $49B
54/100 Medium
44/100 8.1%low 3.3% 10 yr+ 0.4× 30% Wabtec: A Long-Term Business-Owner's AnalysisMay 27, 2026 · Watch FY2025
289 Sanmina Corporation SANM · US $9.9B
54/100 Medium
36/100 9.2%low -6.5% 7 yr Net cash 8% Sanmina CorporationJul 23, 2026 · Hold FY2025
290 Quanta Services Inc PWR · US $100B
53/100 Medium
43/100 9.7%low 5.9% 10 yr+ 0.7× 13% Quanta Services: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
291 Sumitomo Electric Industries Ltd ADR SMTOY · US $41B
53/100 Medium
40/100 7.2%low 3.5% 10 yr+ 0.2× 18% Sumitomo Electric Industries: The Transition Is Real, But So Is the PriceJul 15, 2026 · Hold FY2026
292 IQVIA Holdings Inc IQV · US $39B
53/100 Medium
45/100 13.0%low 1.3% 10 yr+ 2.2× 33% IQVIA Holdings: A Deep-Dive Value Investing StudyMay 28, 2026 · Watch FY2025
293 SBA Communications Corp SBAC · US $19B
53/100 Medium
45/100 10.1%low 6.5% 10 yr+ 72% SBA Communications Value Investing AnalysisMay 29, 2026 · Watch FY2025
294 Rogers Communications Inc RCI · US $18B
53/100 Medium
30/100 19.8%low 8.1% 10 yr+ 2.4× 40% Rogers Communications: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch FY2025
295 Alliant Energy Corp LNT · US $18B
53/100 Medium
38/100 10.8%low 9.9% 10 yr+ 1.6× 40% Alliant Energy LNT Research from a Long-Term Business Owner's PerspectiveMay 30, 2026 · Watch FY2025
296 Insulet Corporation PODD · US $11B
53/100 Medium
51/100 3.8%low -45.7% 8 yr 0.2× 65% Insulet Corporation: A Long-Term Owner's PerspectiveMay 31, 2026 · Watch FY2025
297 FormFactor Inc FORM · US $8.3B
53/100 Medium
39/100 8.0%low -1.6% 9 yr Net cash 39% FormFactor (FORM.US) Buffett Framework Deep-Dive ResearchJun 9, 2026 · Watch FY2025
298 CF Industries Holdings Inc CF · US $19B
52/100 Medium
40/100 20.4%low -4.3% 9 yr 0.4× 30% CF Industries: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch FY2025
299 Equinix Inc EQIX · US $101B
51/100 Medium
46/100 5.5%low 2.9% 10 yr+ 1.4× 49% Equinix Long-Term Owner's Perspective ResearchMay 25, 2026 · Watch FY2025
300 Cigna Corp CI · US $74B
51/100 Medium
42/100 12.5%low 6.4% 10 yr+ 0.6× 19% The Cigna Group Long-Term Value Investment AnalysisMay 24, 2026 · Watch FY2025