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 cap "Mid $2–10B", profit streak "≥5 yr", Has report: 32 match(clear filters).

# Ticker Mkt Cap Score▼ 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
1 Games Workshop Group PLC GAW · LSE $8.0B
94/100 Elite
57.4%low 48.6% 10 yr+ Net cash 70% Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued ExcellenceJun 26, 2026 · Hold FY2026
2 FactSet Research Systems Inc FDS · US $9.4B
92/100 Elite
40.4%low 27.3% 10 yr+ 0.6× 53% FactSet Research Systems Deep Value Investment ResearchMay 31, 2026 · Cautious Buy FY2025
3 Smith AO Corporation AOS · US $8.2B
91/100 Elite
23.4%low 13.5% 10 yr+ Net cash 39% A. O. Smith Water Heaters & Water Treatment Deep DiveMay 23, 2026 · Watch FY2025
4 Allison Transmission Holdings Inc ALSN · US $9.6B
84/100 Elite
49.2%low 19.9% 10 yr+ 0.8× 49% Allison Transmission: A Reassessment During the Integration PhaseMay 28, 2026 · Hold FY2025
5 Pool Corporation POOL · US $6.7B
78/100 Strong
52.6%low 34.1% 10 yr+ 1.2× 30% Pool Corporation Value Investment Deep-Dive ReportMay 31, 2026 · Watch FY2025
6 Trade Desk Inc TTD · US $8.5B
76/100 Strong
14.8%low 2.5% 10 yr+ Net cash 79% The Trade Desk: A Long-Term Owner's Deep-DiveMay 31, 2026 · Watch FY2025
7 Booz Allen Hamilton Holding BAH · US $8.4B
76/100 Strong
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
8 Nice Ltd ADR NICE · US $5.8B
75/100 Strong
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
9 Campbell’s Co CPB · US $6.6B
74/100 Strong
29.8%low 14.9% 10 yr+ 1.8× 34% The Campbell's Company: A Value-Investing Deep DiveMay 31, 2026 · Watch FY2025
10 EPAM Systems Inc EPAM · US $5.5B
73/100 Strong
14.0%low 7.5% 10 yr+ Net cash 33% EPAM Systems: A Value Investing Deep DiveMay 31, 2026 · Cautious Buy FY2025
11 Auras Technology Co Ltd 3324 · TWO $3.3B
70/100 Strong
21.2%low 10.1% 10 yr+ Net cash 20% Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling StackJun 20, 2026 · Hold FY2025
12 Shenzhen Envicool Technology Co Ltd 002837 · Shenzhen $8.3B
66/100 Strong
12.9%low 10.0% 10 yr+ Net cash 32% Envicool Deep-Dive ResearchJun 14, 2026 · Watch FY2025
13 Timken Company TKR · US $9.6B
65/100 Strong
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
14 Centrus Energy Corp. LEU · US $3.5B
65/100 Strong
60.0%‡low 60.0% 6 yr Net cash 25% Centrus Energy Zen Horizon Framework Deep-Dive ResearchJun 6, 2026 · Watch FY2025
15 Laopu Gold Co Ltd 6181 · HK $7.2B
63/100 Medium
24.4%low 10.9% 6 yr 0.4× 44% Laopu Gold: A Zen Horizon Framework Deep DiveJun 7, 2026 · Watch FY2025
16 Powertech Technology Inc 6239 · Taiwan $7.9B
62/100 Medium
14.3%low 9.8% 10 yr+ 0.3× 20% Powertech Technology Deep-Dive ResearchJun 11, 2026 · Watch FY2025
17 Inventec Corp 2356 · Taiwan $9.6B
59/100 Medium
11.1%low 10.0% 10 yr+ 0.4× 5% Inventec: An AI-Server Manufacturer Still Earning Assembly MarginsJun 21, 2026 · Hold FY2025
18 Red Avenue New Materials Group Co Ltd 603650 · Shanghai $4.7B
58/100 Medium
16.5%low 9.8% 10 yr+ 0.4× 29% Tongcheng New Material: A Long-Term Business Owner's StudyMay 20, 2026 · Watch FY2025
19 Henan Pinggao Electric Co Ltd 600312 · Shanghai $3.7B
58/100 Medium
5.9%low 0.8% 10 yr+ Net cash 18% Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet RevenueJul 4, 2026 · Hold FY2025
20 Anji Microelectronics Tech Co Ltd 688019 · Shanghai $7.6B
57/100 Medium
15.4%low 7.4% 10 yr+ Net cash 58% Anji Microelectronics: A High-Quality Compounder, but a Better Company Than StockJun 29, 2026 · Watch FY2025
21 Ningbo Orient Wires and Cables Co Ltd 603606 · Shanghai $4.8B
56/100 Medium
15.4%low 3.2% 10 yr+ Net cash 21% Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog ConversionJul 17, 2026 · Watch FY2025
22 Vicor Corporation VICR · US $9.6B
55/100 Medium
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
23 Sanmina Corporation SANM · US $9.9B
54/100 Medium
9.2%low -6.5% 7 yr Net cash 8% Sanmina CorporationJul 23, 2026 · Hold FY2025
24 FormFactor Inc FORM · US $8.3B
53/100 Medium
8.0%low -1.6% 9 yr Net cash 39% FormFactor (FORM.US) Buffett Framework Deep-Dive ResearchJun 9, 2026 · Watch FY2025
25 Western Superconducting Tech Co Ltd 688122 · Shanghai $4.8B
50/100 Medium
10.9%low 6.2% 10 yr+ Net cash 33% Western Superconducting: A Long-Term Enterprise Value AnalysisMay 21, 2026 · Watch FY2025
26 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
27 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
28 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
29 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
30 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
31 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
32 Luckin Coffee LKNCY · US $9.3B
28/100 Poor
-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

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.