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", market cap "Mid $2–10B", Has report: 49 match(clear filters).

#	Ticker	Mkt Cap	Score▼	Baillie	10Y ROE	Profit Streak	Net Debt/Eq	Gross Margin	Report	FY
1	Federated Investors Inc B FHI · US	$4.6B	96/100 Elite	40/100	28.6%low 22.9%	10 yr+	Net cash	68%	Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next ZeroAug 16, 2026 · Hold	FY2025
2	Paycom Software, Inc. PAYC · US	$7.6B	95/100 Elite	47/100	28.8%low 21.9%	10 yr+	Net cash	84%	Paycom Software: Has Automation Repaired the Growth Engine, and Is That Already Priced?Aug 7, 2026 · Hold	FY2025
3	WD-40 Company WDFC · US	$3.0B	95/100 Elite	43/100	36.0%low 30.2%	10 yr+	0.1×	54%	WD-40 Company: A Seven-Decade Brand, a Borrowed Quarter, and No Margin of SafetyAug 17, 2026 · Hold	FY2025
4	National Beverage Corp FIZZ · US	$3.0B	95/100 Elite	39/100	41.0%low 28.7%	10 yr+	Net cash	37%	National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the YearAug 17, 2026 · Hold	FY2026
5	Exponent Inc EXPO · US	$3.2B	94/100 Elite	46/100	26.7%low 22.8%	10 yr+	Net cash	60%	Exponent: A PhD-Dense Expert Franchise Whose Reacceleration Is Real but Already PricedAug 17, 2026 · Hold	FY2025
6	FactSet Research Systems Inc FDS · US	$9.4B	92/100 Elite	45/100	40.4%low 27.3%	10 yr+	0.6×	53%	FactSet Research Systems Deep Value Investment ResearchMay 31, 2026 · Cautious Buy	FY2025
7	Smith AO Corporation AOS · US	$8.2B	91/100 Elite	41/100	23.4%low 13.5%	10 yr+	Net cash	39%	A. O. Smith Water Heaters & Water Treatment Deep DiveMay 23, 2026 · Watch	FY2025
8	Robert Half International Inc RHI · US	$3.8B	88/100 Elite	33/100	30.4%low 10.4%	10 yr+	Net cash	41%	Robert Half: Staffing Turned, Protiviti Collapsed to a 2.1% Margin, and 43.22 USD Leaves No Margin of SafetyAug 15, 2026 · Hold	FY2025
9	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
10	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
11	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
12	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
13	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
14	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
15	Trade Desk Inc TTD · US	$8.5B	76/100 Strong	45/100	14.8%low 2.5%	10 yr+	Net cash	79%	The Trade Desk: A Long-Term Owner's Deep-DiveMay 31, 2026 · Watch	FY2025
16	Booz Allen Hamilton Holding BAH · US	$8.4B	76/100 Strong	37/100	52.2%low 27.4%	10 yr+	3.1×	51%	Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative ValueAug 1, 2026 · Hold	FY2026
17	Nice Ltd ADR NICE · US	$5.8B	75/100 Strong	49/100	9.4%low 7.1%	10 yr+	Net cash	67%	NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It SubstitutesJul 22, 2026 · Watch	FY2025
18	Campbell’s Co CPB · US	$6.6B	74/100 Strong	33/100	29.8%low 14.9%	10 yr+	1.8×	34%	The Campbell's Company: A Value-Investing Deep DiveMay 31, 2026 · Watch	FY2025
19	Federal Signal Corporation FSS · US	$7.6B	73/100 Strong	42/100	15.2%low 11.1%	10 yr+	0.4×	26%	Federal Signal Corporation: 70% of Q2's Incremental Sales Came From Acquisitions, Organic Growth Was 6%, and 115.33 USD Sits 9% Above the 106 USD Conservative CeilingSep 17, 2026 · Hold	FY2025
20	EPAM Systems Inc EPAM · US	$5.5B	73/100 Strong	30/100	14.0%low 7.5%	10 yr+	Net cash	33%	EPAM Systems: A Value Investing Deep DiveMay 31, 2026 · Cautious Buy	FY2025
21	FTI Consulting Inc FCN · US	$4.4B	72/100 Strong	39/100	12.8%low 7.1%	10 yr+	0.2×	33%	FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed BuybacksAug 19, 2026 · Hold	FY2025
22	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
23	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
24	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
25	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
26	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
27	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
28	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
29	Centrus Energy Corp. LEU · US	$3.5B	65/100 Strong	42/100	60.0%^‡low 60.0%	6 yr	Net cash	25%	Centrus Energy Zen Horizon Framework Deep-Dive ResearchJun 6, 2026 · Watch	FY2025
30	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
31	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
32	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
33	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
34	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
35	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
36	Qiagen NV QGEN · US	$7.5B	49/100 Weak	42/100	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
37	Aecom Technology Corporation ACM · US	$8.7B	45/100 Weak	38/100	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
38	Qorvo Inc QRVO · US	$8.0B	40/100 Weak	28/100	6.1%low -2.0%	2 yr	0.1×	41%	Qorvo: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch	FY2026
39	Duolingo Inc DUOL · US	$6.3B	40/100 Weak	51/100	-2.8%low -25.2%	3 yr	Net cash	76%	Duolingo: A Long-Term Owner's PerspectiveMay 18, 2026 · Watch	FY2025
40	TAL Education Group TAL · US	$5.1B	40/100 Weak	45/100	2.2%low -28.4%	2 yr	Net cash	53%	TAL Education Group: A Cash-Rich Rebuild with a Hardware QuestionJun 18, 2026 · Hold	FY2026
41	Oceaneering International Inc OII · US	$4.9B	37/100 Weak	41/100	-6.0%low -89.0%	4 yr	Net cash	13%	Oceaneering International Zen Horizon Framework Deep DiveJun 7, 2026 · Watch	FY2025
42	Constellium Nv CSTM · US	$3.8B	37/100 Weak	31/100	12.9%^‡low 4.6%	5 yr	1.9×	11%	Constellium: A Long-Term Value Investing StudyJun 3, 2026 · Watch	FY2025
43	Luckin Coffee LKNCY · US	$9.3B	28/100 Poor	51/100	-12.0%low -71.6%	5 yr	Net cash	13%	Luckin Coffee Zen Horizon Analysis: China's Coffee Leader in the Middle of a Valuation ResetJun 4, 2026 · Hold	FY2025
44	Osisko Gold Ro OR · US	$5.7B	28/100 Poor	44/100	-1.2%low -15.7%	2 yr	Net cash	62%	OR Royalties: A Mid-Tier Royalty Franchise Re-Rating With Visible Growth, Priced Around Fair ValueJun 25, 2026 · Hold	FY2025
45	Triple Flag Precious Metals Corp TFPM · US	$6.0B	24/100 Poor	48/100	2.9%low -2.3%	1 yr	Net cash	53%	Triple Flag Precious Metals: Quality Compounder, Fully PricedJun 20, 2026 · Watch	FY2025
46	Iridium Communications Inc IRDM · US	$5.0B	24/100 Poor	48/100	5.3%low -11.1%	4 yr	3.6×	40%	Iridium: A Global Cash Machine With Option PremiumJun 17, 2026 · Hold	FY2025
47	Hecla Mining Company HL · US	$9.5B	21/100 Poor	38/100	0.5%low -5.6%	2 yr	Net cash	22%	Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of SafetyJun 29, 2026 · Hold	FY2025
48	First Majestic Silver Corp AG · US	$7.7B	17/100 Poor	42/100	-6.5%low -34.3%	1 yr	Net cash	16%	First Majestic Silver: A Better Miner After Los Gatos, No Longer a Cheap OneJul 3, 2026 · Hold	FY2025
49	Norwegian Cruise Line Holdings Ltd NCLH · US	$8.5B	6/100 Poor	32/100	-339.5%low -3309.3%	3 yr	6.5×	11%	Norwegian Cruise Line Holdings: A Deep Value StudyMay 31, 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.