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 "Weak", market "US", profit streak "≥7 yr": 53 match(clear filters).

#	Ticker	Mkt Cap	Score▼	10Y ROE	Profit Streak	Net Debt/Eq	Gross Margin	Report	FY
1	Johnson Controls International PLC JCI · US	$89B	49/100 Weak	8.7%low -3.4%	9 yr	0.8×	33%	—	FY2025
2	Charter Communications Inc CHTR · US	$20B	49/100 Weak	25.0%low 3.4%	10 yr+	6.0×	37%	—	FY2025
3	Cal-Maine Foods Inc CALM · US	$4.1B	49/100 Weak	14.6%low -8.8%	9 yr	Net cash	22%	—	FY2026
4	Federal Agricultural Mortgage Corporation AGM · US	$2.5B	49/100 Weak	12.8%low 10.9%	10 yr+	7.2×	67%	—	FY2025
5	REX American Resources Corporation REX · US	$1.4B	49/100 Weak	8.5%low 0.8%	10 yr+	Net cash	10%	—	FY2026
6	Linde plc Ordinary Shares LIN · US	$221B	48/100 Weak	13.9%low 4.7%	10 yr+	0.6×	32%	In-Depth Value Investment Analysis of Linde plcMay 22, 2026 · Watch	FY2025
7	XPO Logistics Inc XPO · US	$24B	48/100 Weak	18.9%low 2.6%	10 yr+	2.4×	12%	—	FY2025
8	UDR Inc UDR · US	$14B	48/100 Weak	5.2%low 1.6%	10 yr+	1.9×	23%	UDR Deep Value Investment ResearchMay 30, 2026 · Watch	FY2025
9	CubeSmart CUBE · US	$9.4B	48/100 Weak	10.0%low 5.3%	10 yr+	1.3×	65%	—	FY2025
10	Skyline Corporation SKY · US	$4.4B	48/100 Weak	12.3%low -14.1%	7 yr	Net cash	22%	—	FY2026
11	Brixmor Property BRX · US	$9.7B	47/100 Weak	10.4%low 4.5%	10 yr+	1.8×	75%	—	FY2025
12	Voya Financial Inc VOYA · US	$9.0B	47/100 Weak	7.2%low -29.9%	8 yr	0.2×	67%	—	FY2025
13	Masonite International Corp DOOR · US	$2.9B	47/100 Weak	11.3%low -7.3%	8 yr	1.4×	21%	—	FY2023
14	Photronics Inc PLAB · US	$1.8B	47/100 Weak	8.0%low 1.8%	10 yr+	Net cash	28%	—	FY2025
15	Atlanticus Holdings Corporation ATLC · US	$1.6B	47/100 Weak	21.3%low -109.7%	8 yr	9.7×	49%	—	FY2025
16	Nextera Energy Inc NEE · US	$181B	46/100 Weak	13.1%low 8.0%	10 yr+	1.7×	57%	NextEra Energy: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch	FY2025
17	Ameren Corp AEE · US	$30B	46/100 Weak	9.8%low 7.3%	10 yr+	1.5×	44%	—	FY2025
18	Virtus Investment Partners, Inc. VRTS · US	$1.1B	46/100 Weak	13.2%low 6.1%	10 yr+	2.5×	62%	—	FY2025
19	T-Mobile US Inc TMUS · US	$185B	45/100 Weak	11.4%low 3.7%	10 yr+	2.0×	57%	T-Mobile Long-Term Owner's View ResearchMay 23, 2026 · Watch	FY2025
20	Petroleo Brasileiro Petrobras SA ADR PBR · US	$123B	45/100 Weak	17.1%low -6.2%	8 yr	0.8×	44%	—	FY2025
21	Wheaton Precious Metals Corp WPM · US	$51B	45/100 Weak	7.8%low 1.2%	10 yr+	Net cash	54%	Wheaton Precious Metals In-Depth ResearchMay 31, 2026 · Hold	FY2025
22	Ares Management LP ARES · US	$42B	45/100 Weak	13.9%low 5.2%	10 yr+	3.1×	60%	Ares Management: A Deep Dive into the Alternative Asset Management PlatformMay 23, 2026 · Watch	FY2025
23	Nelnet Inc NNI · US	$4.9B	45/100 Weak	9.6%low 2.8%	10 yr+	1.9×	67%	—	FY2025
24	Encore Wire Corporation WIRE · US	$4.6B	45/100 Weak	16.1%low 5.9%	10 yr+	—	19%	—	FY2023
25	Enerpac Tool Group Corp EPAC · US	$1.8B	45/100 Weak	3.9%low -20.2%	7 yr	0.2×	44%	—	FY2025
26	Site Centers Corp SITC · US	$225M	45/100 Weak	13.5%low -8.3%	7 yr	Net cash	62%	—	FY2025
27	United Microelectronics UMC · US	$47B	44/100 Weak	11.4%low 3.7%	10 yr+	Net cash	27%	—	FY2025
28	Powell Industries Inc POWL · US	$7.6B	44/100 Weak	8.8%low -3.0%	7 yr	Net cash	19%	—	FY2025
29	Construction Partners Inc ROAD · US	$5.8B	44/100 Weak	11.3%low 4.7%	10 yr+	1.7×	14%	—	FY2025
30	Jefferson Capital, Inc. Common Stock JCAP · US	$1.2B	44/100 Weak	17.1%low -2.9%	7 yr	3.5×	87%	—	FY2025
31	Enphase Energy Inc ENPH · US	$5.0B	43/100 Weak	-566.4%low -5189.4%	7 yr	Net cash	37%	—	FY2025
32	Amphastar P AMPH · US	$879M	43/100 Weak	10.3%low -1.7%	7 yr	0.5×	45%	—	FY2025
33	American Electric Power Co Inc AEP · US	$70B	42/100 Weak	9.7%low 3.5%	10 yr+	1.6×	28%	American Electric Power In-Depth Value Investment AnalysisMay 21, 2026 · Watch	FY2025
34	Coterra Energy Inc CTRA · US	$25B	42/100 Weak	13.0%low -16.2%	9 yr	0.3×	37%	—	FY2025
35	Kinder Morgan Inc KMI · US	$72B	41/100 Weak	5.5%low 0.5%	10 yr+	1.0×	50%	Kinder Morgan: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch	FY2025
36	Barrick Mining Corporation B · US	$63B	41/100 Weak	7.5%low -20.3%	7 yr	Net cash	37%	Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair ValueJun 25, 2026 · Hold	FY2025
37	Costamare Inc CMRE · US	$1.9B	41/100 Weak	12.4%low 0.7%	10 yr+	0.5×	45%	—	FY2025
38	Federal Realty Investment Trust FRT · US	$11B	40/100 Weak	10.3%low 5.1%	10 yr+	1.5×	62%	Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's PerspectiveMay 31, 2026 · Watch	FY2025
39	GATX Corporation GATX · US	$6.4B	40/100 Weak	12.8%low 7.1%	10 yr+	2.8×	48%	—	FY2025
40	Choice Hotels International Inc CHH · US	$5.1B	40/100 Weak	-20.5%^‡low -131.7%	10 yr+	11.5×	46%	—	FY2025
41	Saul Centers Inc BFS · US	$1.2B	40/100 Weak	12.0%low 0.7%	10 yr+	5.2×	70%	—	FY2025
42	Corning Incorporated GLW · US	$119B	39/100 Weak	8.6%low -3.2%	8 yr	0.7×	35%	Corning In-Depth Value Research ReportMay 20, 2026 · Watch	FY2025
43	Agnico Eagle Mines Limited AEM · US	$75B	39/100 Weak	7.0%low -7.2%	7 yr	Net cash	34%	Agnico Eagle Mines (AEM) Zen Horizon ReportJun 8, 2026 · Watch	FY2025
44	Gold Fields Ltd ADR GFI · US	$30B	39/100 Weak	13.4%low -12.9%	7 yr	0.2×	34%	Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country RiskJun 25, 2026 · Cautious Buy	FY2025
45	Leonardo DRS, Inc. Common Stock DRS · US	$12B	39/100 Weak	0.5%low -46.7%	7 yr	Net cash	20%	—	FY2025
46	Willis Lease Finance Corporation WLFC · US	$1.7B	39/100 Weak	11.5%low 0.9%	10 yr+	3.7×	65%	—	FY2025
47	Dorian LPG Ltd LPG · US	$2.0B	38/100 Weak	9.5%low -5.6%	7 yr	0.3×	42%	—	FY2026
48	DTE Energy Company DTE · US	$30B	37/100 Weak	11.1%low 9.6%	10 yr+	2.1×	32%	DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated UtilityMay 28, 2026 · Watch	FY2025
49	Royal Gold Inc RGLD · US	$17B	37/100 Weak	5.7%low -5.4%	7 yr	0.1×	79%	Royal Gold Deep-Dive ResearchJun 15, 2026 · Hold	FY2025
50	Howmet Aerospace Inc HWM · US	$113B	36/100 Weak	10.1%low -18.3%	8 yr	0.4×	22%	Howmet Aerospace Deep Value Investment ResearchMay 25, 2026 · Watch	FY2025
51	St Joe Company JOE · US	$3.5B	36/100 Weak	9.2%low 2.3%	10 yr+	0.3×	49%	—	FY2025
52	Southern Company SO · US	$109B	35/100 Weak	10.4%low 3.4%	10 yr+	2.0×	43%	The Southern Company: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch	FY2025
53	FedEx Corporation FDX · US	$73B	35/100 Weak	14.5%low 3.0%	10 yr+	0.9×	27%	—	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.