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", profit streak "≥5 yr", Has report: 46 match(clear filters).

# Ticker Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
1 Valero Energy Corporation VLO · US $90B
49/100 Weak
15.3%low -7.6% 5 yr 0.3× 5% Valero Energy Corporation: A Long-Term Value Investing StudyMay 26, 2026 · Watch FY2025
2 Qiagen NV QGEN · US $7.5B
49/100 Weak
7.4%low -1.6% 6 yr 0.1× 63% QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the PriceJul 17, 2026 · Hold FY2025
3 SÜSS MicroTec SE SMHN · XETRA $1.9B
49/100 Weak
9.0%low -13.0% 6 yr Net cash 35% SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad PriceJun 9, 2026 · Watch FY2025
4 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
5 nVent Electric PLC NVT · US $25B
48/100 Weak
10.5%low -2.0% 5 yr 0.4× 39% nVent Electric (NVT) Zen Horizon Research ReportJun 8, 2026 · Hold FY2025
6 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
7 Ningbo Tuopu Group Co Ltd 601689 · Shanghai $11B
48/100 Weak
12.0%low 6.2% 10 yr+ 0.2× 24% Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot OptionJul 23, 2026 · Hold FY2025
8 WuXi XDC Cayman Inc 2268 · HK $8.8B
48/100 Weak
17.4%low 5.2% 10 yr+ Net cash 30% WuXi XDC: Scaling the ADC Manufacturing NetworkJun 17, 2026 · Hold FY2025
9 MercadoLibre Inc. MELI · US $95B
47/100 Weak
15.4%low -10.9% 5 yr 0.8× 49% MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business OwnerMay 22, 2026 · Watch FY2025
10 Expedia Group Inc. EXPE · US $35B
47/100 Weak
11.9%low -103.2% 5 yr Net cash 83% Expedia Group Deep Value Investment AnalysisMay 29, 2026 · Watch FY2025
11 Wistron Corp 3231 · Taiwan $19B
47/100 Weak
12.7%low 4.4% 10 yr+ 1.1× 6% Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing ChainJun 12, 2026 · Hold FY2025
12 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
13 BYD Co Ltd Class A 002594 · Shenzhen $122B
46/100 Weak
10.8%low 2.8% 10 yr+ 0.1× 17% BYD: Exports Reached 43.8% of First-Half Volume While Group Sales Fell 15.7% and First-Quarter Free Cash Flow Ran 19.3 Billion Yuan NegativeAug 3, 2026 · Hold FY2025
14 Zhejiang Shuanghuan Driveline Co Ltd 002472 · Shenzhen $4.6B
46/100 Weak
7.2%low 1.4% 10 yr+ 0.1× 21% Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer BetJun 25, 2026 · Hold FY2025
15 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
16 Marriott International Inc MAR · US $97B
45/100 Weak
33.4%low -62.1% 5 yr 19% Marriott International Deep Value AnalysisMay 22, 2026 · Watch FY2025
17 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
18 Advanced Micro Fabrication Inc 688012 · Shanghai $46B
45/100 Weak
8.3%low 4.3% 9 yr Net cash 45% AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich PriceJun 9, 2026 · Watch FY2025
19 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
20 EVE Energy 300014 · Shenzhen $17B
45/100 Weak
13.4%low 9.8% 10 yr+ 0.6× 22% EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It ConvertsJul 28, 2026 · Watch FY2025
21 Aecom Technology Corporation ACM · US $8.7B
45/100 Weak
6.4%low -7.1% 5 yr 0.7× 5% AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base CaseAug 1, 2026 · Hold FY2025
22 PDD Holdings Inc. PDD · US $126B
44/100 Weak
-9.1%low -81.9% 5 yr Net cash 59% PDD Holdings Deep-Dive Research ReportJun 2, 2026 · Watch FY2025
23 United Microelectronics Corporation 2303 · Taiwan $52B
44/100 Weak
11.4%low 3.7% 10 yr+ Net cash 27% United Microelectronics Corporation UMC Deep-Dive ResearchJun 14, 2026 · Watch FY2025
24 Jiangsu Nata Opto Electr Material 300346 · Shenzhen $4.8B
44/100 Weak
6.1%low 0.6% 10 yr+ Net cash 39% Nata Opto-electronic: A Value-Investing Deep DiveMay 20, 2026 · Watch FY2025
25 Equifax Inc EFX · US $20B
43/100 Weak
12.6%low -14.9% 6 yr 1.1× 57% Equifax Inc. Deep Value Investment Research ReportMay 29, 2026 · Watch FY2025
26 EOG Resources Inc EOG · US $79B
42/100 Weak
15.3%low -7.8% 5 yr 0.2× 66% EOG Resources: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch FY2025
27 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
28 Changzhou Fusion New Material Co. Ltd. A 688503 · Shanghai $2.0B
42/100 Weak
11.3%low 8.4% 6 yr 10% Changzhou Juhe: Real Moat, Unproven Second CurveJul 13, 2026 · Hold FY2025
29 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
30 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
31 Vertiv Holdings Co VRT · US $93B
40/100 Weak
-121.2%low -1213.7% 5 yr 0.4× 31% Vertiv Holdings Co: Deep Research from a Long-Term Owner's PerspectiveMay 20, 2026 · Watch FY2025
32 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
33 Walt Disney Company DIS · US $167B
39/100 Weak
10.3%low -2.9% 5 yr 0.4× 38% Disney: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
34 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
35 Marathon Petroleum Corp MPC · US $92B
39/100 Weak
17.7%low -44.3% 5 yr 1.8× 7% Marathon Petroleum: A Deep-Value Investment StudyMay 26, 2026 · Watch FY2025
36 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
37 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
38 RTX Corporation RTX · US $290B
38/100 Weak
9.2%low -4.9% 5 yr 0.5× 21% RTX Corporation: A Long-Term Value StudyMay 25, 2026 · Watch FY2025
39 Hilton Worldwide Holdings Inc HLT · US $72B
37/100 Weak
18.9%low -7.2% 5 yr 30% Hilton Worldwide Holdings Deep-Dive Value Investment ResearchMay 26, 2026 · Watch FY2025
40 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
41 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
42 Modine Manufacturing Company MOD · US $11B
37/100 Weak
6.0%low -60.4% 5 yr 0.4× 18% Modine Manufacturing: A Deep Long-Term Value Investing StudyMay 19, 2026 · Watch FY2026
43 Constellium Nv CSTM · US $3.8B
37/100 Weak
12.9%low 4.6% 5 yr 1.9× 11% Constellium: A Long-Term Value Investing StudyJun 3, 2026 · Watch FY2025
44 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
45 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
46 Schlumberger NV SLB · US $74B
35/100 Weak
-4.5%low -86.9% 5 yr 0.3× 16% SLB: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch 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.