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 score tier "Medium", market cap "Mega ≥$200B", profit streak "≥5 yr": 13 match(clear filters).

# Ticker Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
1 AstraZeneca PLC AZN · US $279B
64/100 Medium
15.4%low 0.3% 10 yr+ 0.5× 78% AstraZeneca: A Deep DiveJun 15, 2026 · Hold FY2025
2 AstraZeneca PLC AZN · LSE $249B
64/100 Medium
15.3%low 0.3% 10 yr+ 0.5× 72% FY2025
3 Broadcom Inc AVGO · US $1.9T
63/100 Medium
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
4 Siemens AG ADR SIEGY · US $249B
63/100 Medium
13.4%low 7.6% 10 yr+ 0.6× 35% Siemens AG (SIE.XETRA) Zen Horizon Research ReportJun 9, 2026 · Watch FY2025
5 Contemporary Amperex Technology Co., Limite 3750 · HK $380B
62/100 Medium
16.7%low 8.7% 10 yr+ Net cash 29% CATL: A Zen Horizon Framework Deep DiveJun 4, 2026 · Cautious Buy FY2025
6 BHP Group Limited BHP · LSE $202B
62/100 Medium
18.8%low -12.0% 9 yr 0.3× 72% FY2025
7 Caterpillar Inc CAT · US $375B
60/100 Medium
34.1%low -0.5% 9 yr 1.6× 31% Caterpillar Long-Term Value Investment AnalysisMay 24, 2026 · Watch FY2025
8 Arm Holdings plc American Depositary Shares ARM · US $256B
59/100 Medium
11.3%low 5.8% 6 yr Net cash 92% Arm Holdings: A Deep-Dive Value AnalysisMay 21, 2026 · Watch FY2026
9 Eli Lilly and Company LLY · US $1.0T
58/100 Medium
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
10 Samsung Electronics Co Ltd 005930 · Korea $1.7T
57/100 Medium
12.1%low 4.1% 10 yr+ Net cash 38% Samsung Electronics: A Long-Term Owner's PerspectiveMay 22, 2026 · Watch FY2025
11 Dell Technologies Inc DELL · US $262B
57/100 Medium
20.6%low -4.7% 7 yr 23% Dell Technologies Deep Value ResearchMay 25, 2026 · Watch FY2026
12 Goldman Sachs Group Inc GS · US $309B
55/100 Medium
10.7%low 5.2% 10 yr+ Net cash 65% Goldman Sachs Group Deep Value Investing AnalysisMay 25, 2026 · Watch FY2025
13 CNOOC Limited 600938 · Shanghai $215B
52/100 Medium
12.9%low 0.2% 10 yr+ Net cash 74% 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.