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. Filtrado por market cap "Large $10–200B", Has report: 460 match(borrar filtros) · página 3 de 5.

# Activo Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Informe FY
201 Abbott Laboratories ABT · EE. UU. $183B
71/100 Sólida
47/100 13.6%low 1.5% 10 yr+ 0.1× 52% Abbott Laboratories Long-Term Value Investment Research21 de mayo de 2026 · Watch FY2025
202 Blackstone Group Inc BX · EE. UU. $159B
71/100 Sólida
52/100 27.9%low 15.7% 10 yr+ 1.2× 96% Blackstone: A Deep Value Investment Analysis24 de mayo de 2026 · Watch FY2025
203 CME Group Inc CME · EE. UU. $96B
71/100 Sólida
47/100 10.8%low 7.5% 10 yr+ Net cash 84% CME Group Long-Term Value Investment Analysis24 de mayo de 2026 · Watch FY2025
204 United Rentals Inc URI · EE. UU. $67B
71/100 Sólida
45/100 30.1%low 19.6% 10 yr+ 1.8× 37% United Rentals: A Deep Value Investment Study27 de mayo de 2026 · Watch FY2025
205 UCB SA UCB · BR $45B
71/100 Sólida
50/100 10.2%low 3.8% 10 yr+ Net cash 71% UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-Rated29 de junio de 2026 · Hold FY2025
206 Restaurant Brands International Inc QSR · EE. UU. $34B
71/100 Sólida
42/100 30.1%low 12.3% 10 yr+ 4.5× 44% Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.5725 de agosto de 2026 · Hold FY2025
207 PulteGroup Inc PHM · EE. UU. $24B
71/100 Sólida
39/100 21.1%low 10.8% 10 yr+ 0.0× 23% PulteGroup Value Investing Research Report29 de mayo de 2026 · Watch FY2025
208 Lamar Advertising Company LAMR · EE. UU. $16B
71/100 Sólida
44/100 33.7%low 20.2% 10 yr+ 6.0× 63% Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety27 de agosto de 2026 · Hold FY2025
209 IES Holdings Inc IESC · EE. UU. $15B
71/100 Sólida
48/100 20.4%low -6.4% 7 yr Net cash 19% IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair Value7 de agosto de 2026 · Watch FY2025
210 Solventum Corp. SOLV · EE. UU. $15B
71/100 Sólida
39/100 16.4%low 11.4% 6 yr 0.8× 57% Solventum Deep Value Investment Research30 de mayo de 2026 · Watch FY2025
211 Carlisle Companies Incorporated CSL · EE. UU. $14B
71/100 Sólida
38/100 24.7%low 10.1% 10 yr+ 1.0× 32% Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin6 de agosto de 2026 · Hold FY2025
212 Toll Brothers Inc TOL · EE. UU. $14B
71/100 Sólida
37/100 15.1%low 9.0% 10 yr+ 0.2× 23% Investigación en profundidad de Toll Brothers15 de junio de 2026 · Mantener FY2025
213 Guangdong Haid Group Co Ltd 002311 · Shenzhen $11B
71/100 Sólida
47/100 16.7%low 11.3% 10 yr+ Net cash 10% Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of Safety31 de agosto de 2026 · Hold FY2025
214 Booking Holdings Inc BKNG · EE. UU. $149B
70/100 Sólida
44/100 32.6%low 1.2% 10 yr+ 99% Booking Holdings: A Deep Value Investing Analysis21 de mayo de 2026 · Cautious Buy FY2025
215 Starbucks Corporation SBUX · EE. UU. $120B
70/100 Sólida
40/100 45.0%low 12.5% 10 yr+ 27% Starbucks Corporation: A Long-Term Owner's Perspective23 de mayo de 2026 · Watch FY2025
216 Comcast Corp CMCSA · EE. UU. $85B
70/100 Sólida
42/100 17.2%low 6.6% 10 yr+ 1.0× 69% Comcast: A Deep Value-Investing Analysis21 de mayo de 2026 · Cautious Buy FY2025
217 Kroger Company KR · EE. UU. $37B
70/100 Sólida
39/100 25.1%low 17.1% 10 yr+ 3.4× 22% Kroger Deep Value Investment Research27 de mayo de 2026 · Watch FY2026
218 Shaanxi Coal Industry Co Ltd 601225 · Shanghái $34B
70/100 Sólida
31/100 21.6%low 8.0% 10 yr+ Net cash 38% Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price20 de agosto de 2026 · Hold FY2025
219 Bureau Veritas SA BVI · París $13B
70/100 Sólida
47/100 27.2%low 10.1% 10 yr+ 1.0× 30% Bureau Veritas: TIC de calidad, cotizada para una reaceleración17 de junio de 2026 · Mantener FY2025
220 Tsingtao Brewery Co Ltd 600600 · Shanghái $11B
70/100 Sólida
27/100 11.6%low 6.4% 10 yr+ Net cash 38% Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value5 de septiembre de 2026 · Hold FY2025
221 Eaton Corporation PLC ETN · EE. UU. $150B
69/100 Sólida
46/100 15.3%low 9.4% 10 yr+ 0.5× 40% Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety5 de agosto de 2026 · Hold FY2025
222 China Yangtze Power Co Ltd 600900 · Shanghái $100B
69/100 Sólida
39/100 14.7%low 10.4% 10 yr+ 1.3× 59% China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of Safety20 de agosto de 2026 · Hold FY2025
223 Woodward Inc WWD · EE. UU. $21B
69/100 Sólida
30/100 13.2%low 9.0% 10 yr+ 0.2× 25% Woodward: A Long-Term Owner's Perspective3 de junio de 2026 · Watch FY2025
224 New York Times Company NYT · EE. UU. $12B
69/100 Sólida
50/100 10.6%low 0.5% 10 yr+ Net cash 51% The New York Times: la economía del paquete a su valor pleno17 de junio de 2026 · Mantener FY2025
225 Shenzhen Transsion Holdings Co Ltd 688036 · Shanghái $10B
69/100 Sólida
41/100 20.3%low 3.2% 10 yr+ Net cash 21% Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value27 de agosto de 2026 · Hold FY2025
226 Charles Schwab Corp SCHW · EE. UU. $183B
68/100 Sólida
44/100 13.7%low 5.9% 10 yr+ Net cash 90% Charles Schwab: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch FY2025
227 Schneider Electric S.E. SU · París $176B
68/100 Sólida
45/100 12.5%low 8.5% 10 yr+ 0.6× 40% Schneider Electric (SU.PA) Zen Horizon Research Report5 de junio de 2026 · Watch FY2025
228 Norfolk Southern Corporation NSC · EE. UU. $75B
68/100 Sólida
32/100 19.4%low 13.4% 10 yr+ 1.0× 37% Norfolk Southern: A Deep Value Investment Analysis26 de mayo de 2026 · Watch FY2025
229 H & M Hennes & Mauritz AB (publ) HM-B · ST $30B
68/100 Sólida
32/100 20.2%low 2.3% 10 yr+ 2.4× 52% H&M: The Margin Repair Is Real, the Growth Engine Is Not, and 23.8x Leaves No Cushion20 de agosto de 2026 · Hold FY2025
230 Pop Mart International Group Ltd 9992 · Hong Kong $27B
68/100 Sólida
52/100 26.0%low 2.0% 9 yr Net cash 61% Pop Mart: A Deep Long-Term Value Study19 de mayo de 2026 · Watch FY2025
231 Chow Tai Fook Jewellery Group Ltd 1929 · Hong Kong $16B
68/100 Sólida
41/100 18.2%low 9.6% 10 yr+ 0.7× 27% Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value25 de junio de 2026 · Hold FY2026
232 Wise Group plc Class A Ordinary Shares WSE · EE. UU. $12B
68/100 Sólida
52/100 16.5%low 5.8% 10 yr+ Net cash 66% Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of Safety31 de agosto de 2026 · Hold FY2026
233 The TJX Companies Inc TJX · EE. UU. $174B
67/100 Sólida
43/100 50.0%low 1.5% 10 yr+ 0.7× 29% TJX: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch FY2026
234 Gilead Sciences Inc GILD · EE. UU. $162B
67/100 Sólida
47/100 24.9%low 0.7% 10 yr+ 0.6× 82% Gilead Sciences In-Depth Value Investment Research22 de mayo de 2026 · Watch FY2025
235 Compagnie Financière Richemont SA CFR · SW $143B
67/100 Sólida
48/100 9.6%low 1.7% 10 yr+ Net cash 64% Compagnie Financière Richemont SA: Jewellery Earns EUR 5.04bn of Operating Profit While Watchmakers Earn EUR 107m, and CHF 183.65 Sits 18% Above the Conservative Value9 de septiembre de 2026 · Hold FY2026
236 Republic Services Inc RSG · EE. UU. $65B
67/100 Sólida
45/100 14.4%low 8.0% 10 yr+ 0.0× 31% Republic Services: An In-Depth Value Study26 de mayo de 2026 · Watch FY2025
237 State Street Corp STT · EE. UU. $51B
67/100 Sólida
42/100 9.9%low 8.2% 10 yr+ Net cash 84% State Street Corporation: In-Depth Value Investing Research27 de mayo de 2026 · Watch FY2025
238 ASM International NV ASM · Ámsterdam $42B
67/100 Sólida
45/100 16.8%low 6.7% 10 yr+ Net cash 47% ASM International Deep Value Investment Analysis4 de junio de 2026 · Watch FY2025
239 Lenovo Group 0992 · Hong Kong $38B
67/100 Sólida
43/100 21.6%low -3.0% 8 yr 0.0× 16% Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research9 de junio de 2026 · Watch FY2026
240 Asia Vital Components Co Ltd 3017 · Taiwán $33B
67/100 Sólida
49/100 20.3%low 8.1% 10 yr+ Net cash 17% Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework5 de junio de 2026 · Watch FY2025
241 Cboe Global Markets Inc CBOE · EE. UU. $32B
67/100 Sólida
47/100 19.0%low 6.8% 10 yr+ Net cash 50% Cboe Global Markets In-Depth Value Investment Analysis24 de mayo de 2026 · Watch FY2025
242 Hexagon AB (publ) HEXA-B · ST $25B
67/100 Sólida
50/100 10.6%low 6.0% 10 yr+ 0.3× 64% Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research Report9 de junio de 2026 · Watch FY2025
243 Principal Financial Group Inc PFG · EE. UU. $24B
67/100 Sólida
41/100 14.8%low 5.7% 10 yr+ Net cash 46% Principal Financial Group: A Long-Term Business Owner's Perspective29 de mayo de 2026 · Watch FY2025
244 Super Micro Computer Inc SMCI · EE. UU. $18B
67/100 Sólida
42/100 15.8%low 5.5% 10 yr+ Net cash 15% Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount28 de mayo de 2026 · Watch FY2025
245 Gaming & Leisure Properties GLPI · EE. UU. $13B
67/100 Sólida
37/100 16.9%low 11.9% 10 yr+ 1.6× 87% Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent14 de septiembre de 2026 · Hold FY2025
246 PACCAR Inc PCAR · EE. UU. $70B
66/100 Sólida
40/100 19.5%low 7.7% 10 yr+ 0.3× 19% In-Depth Value Investing Research on PACCAR Inc22 de mayo de 2026 · Watch FY2025
247 Cencora Inc. COR · EE. UU. $61B
66/100 Sólida
42/100 50.8%low 20.1% 5 yr 4.2× 3% Cencora Deep-Dive Value Investment Analysis27 de mayo de 2026 · Watch FY2025
248 Danone SA BN · París $47B
66/100 Sólida
40/100 11.2%low 5.4% 10 yr+ 0.5× 49% Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety20 de agosto de 2026 · Hold FY2025
249 Roper Technologies Inc ROP · EE. UU. $39B
66/100 Sólida
48/100 10.6%low 7.4% 10 yr+ 0.5× 67% Roper Technologies Research from a Long-Term Owner's Perspective23 de mayo de 2026 · Cautious Buy FY2025
250 Caseys General Stores Inc CASY · EE. UU. $32B
66/100 Sólida
42/100 16.9%low 14.5% 10 yr+ 0.6× 23% Casey's General Stores In-Depth Value Investing Analysis24 de mayo de 2026 · Watch FY2026
251 VeriSign Inc VRSN · EE. UU. $26B
66/100 Sólida
47/100 10 yr+ 86% VeriSign From a Long-Term Owner's Perspective28 de mayo de 2026 · Watch FY2025
252 Sterling Infrastructure, Inc. STRL · EE. UU. $18B
66/100 Sólida
44/100 16.9%low -8.6% 9 yr Net cash 14% Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 Earnings27 de agosto de 2026 · Hold FY2025
253 Zangge Holding Co Ltd 000408 · Shenzhen $18B
66/100 Sólida
31/100 18.2%low 2.9% 10 yr+ Net cash 61% Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It4 de septiembre de 2026 · Hold FY2025
254 Gartner Inc IT · EE. UU. $10B
66/100 Sólida
49/100 42.4%low 0.3% 10 yr+ 5.9× 66% Gartner Long-Term Value Investment Research31 de mayo de 2026 · Cautious Buy FY2025
255 Hon Hai Precision Industry Co Ltd 2317 · Taiwán $131B
65/100 Sólida
38/100 10.4%low 7.8% 10 yr+ Net cash 6% Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research5 de junio de 2026 · Hold FY2025
256 McKesson Corporation MCK · EE. UU. $101B
65/100 Sólida
44/100 25.5%low -105.3% 5 yr 5% McKesson: A Long-Term Owner's Perspective26 de mayo de 2026 · Watch FY2026
257 NXP Semiconductors NV NXPI · EE. UU. $58B
65/100 Sólida
45/100 18.8%low 0.6% 10 yr+ 0.9× 53% NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner22 de mayo de 2026 · Watch FY2025
258 Coca-Cola European Partners PLC CCEP · EE. UU. $48B
65/100 Sólida
43/100 15.5%low 8.3% 10 yr+ 1.2× 37% Coca-Cola Europacific Partners: A Deep Value Investing Analysis21 de mayo de 2026 · Watch FY2025
259 Reliance Steel & Aluminum Co RS · EE. UU. $21B
65/100 Sólida
37/100 14.4%low 7.2% 10 yr+ 0.2× 28% Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band30 de agosto de 2026 · Hold FY2025
260 Deere & Company DE · EE. UU. $160B
64/100 Media
43/100 28.1%low 19.4% 10 yr+ 2.1× 32% Deere & Company: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch FY2025
261 Salesforce.com Inc CRM · EE. UU. $154B
64/100 Media
51/100 5.5%low 0.4% 10 yr+ 0.1× 75% Salesforce: Agentforce ARR Grew 205% to 1.2 Billion Dollars, but Growth Excluding Informatica Was 8.75% and 184.02 Dollars Leaves No Margin of Safety1 de agosto de 2026 · Hold FY2026
262 Air Liquide SA AI · París $117B
64/100 Media
46/100 12.3%low 11.0% 10 yr+ 0.4× 59% Air Liquide (AI.PA) Buffett Framework Deep-Dive Research9 de junio de 2026 · Watch FY2025
263 Luxshare Precision Industry Co Ltd 002475 · Shenzhen $62B
64/100 Media
45/100 18.8%low 10.3% 10 yr+ Net cash 16% Luxshare Precision: A Good Company, but Only a Fair Price21 de julio de 2026 · Hold FY2025
264 Steel Dynamics Inc STLD · EE. UU. $36B
64/100 Media
42/100 25.5%low 12.7% 10 yr+ 0.4× 19% Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder27 de mayo de 2026 · Watch FY2025
265 ACM Research Shanghai Inc 688082 · Shanghái $18B
64/100 Media
42/100 19.4%low 5.5% 9 yr Net cash 46% ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety4 de julio de 2026 · Watch FY2025
266 Textron Inc TXT · EE. UU. $15B
64/100 Media
40/100 12.6%low 5.3% 10 yr+ 0.3× 17% Textron Deep Value Investment Research30 de mayo de 2026 · Watch FY2025
267 Leidos Holdings Inc LDOS · EE. UU. $15B
64/100 Media
43/100 16.8%low 4.7% 10 yr+ 1.0× 15% Leidos Holdings Deep Value Investment Research30 de mayo de 2026 · Watch FY2025
268 Zebra Technologies Corporation ZBRA · EE. UU. $14B
64/100 Media
46/100 15.1%low -17.3% 9 yr 0.8× 46% Long-Term Value Investment Research on Zebra Technologies31 de mayo de 2026 · Watch FY2025
269 Exelixis Inc EXEL · EE. UU. $13B
64/100 Media
47/100 14.0%low -78.6% 9 yr Net cash 96% Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act16 de julio de 2026 · Hold FY2025
270 CACI International Inc CACI · EE. UU. $11B
64/100 Media
43/100 12.1%low 8.9% 10 yr+ 0.8× 8% CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative Ceiling10 de septiembre de 2026 · Hold FY2025
271 Mondelez International Inc MDLZ · EE. UU. $80B
63/100 Media
42/100 12.7%low 6.5% 10 yr+ 0.8× 38% MDLZ: Investment Research Through a Long-Term Business Owner's Lens22 de mayo de 2026 · Watch FY2025
272 Rheinmetall AG RHM · XETRA $57B
63/100 Media
49/100 13.5%low 0.1% 10 yr+ Net cash 47% Rheinmetall: Respect Without Urgency for a Re-Rated Defence Prime23 de julio de 2026 · Hold FY2025
273 Yageo Corp 2327 · Taiwán $55B
63/100 Media
46/100 21.4%low 12.1% 10 yr+ 0.3× 38% Yageo Corporation Deep-Dive Research14 de junio de 2026 · Hold FY2025
274 STERIS plc STE · EE. UU. $22B
63/100 Media
43/100 7.6%low 1.8% 10 yr+ 0.2× 43% STERIS plc: A Long-Term Owner's Perspective29 de mayo de 2026 · Watch FY2026
275 Sieyuan Electric Co Ltd 002028 · Shenzhen $17B
63/100 Media
44/100 12.5%low 5.7% 10 yr+ Net cash 29% Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety11 de julio de 2026 · Watch FY2025
276 Mowi ASA MOWI · OL $12B
63/100 Media
42/100 16.5%low 4.3% 10 yr+ 0.5× 53% Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price2 de julio de 2026 · Hold FY2025
277 Intercontinental Exchange Inc ICE · EE. UU. $86B
62/100 Media
49/100 11.2%low 6.4% 10 yr+ 0.6× 56% Intercontinental Exchange from a Long-Term Business Owner's Perspective26 de mayo de 2026 · Watch FY2025
278 WuXi AppTec Co Ltd H 2359 · Hong Kong $61B
62/100 Media
51/100 15.9%low 9.1% 10 yr+ Net cash 40% WuXi AppTec Co., Ltd.: Chemistry Resets the Earnings Base, the U.S. Question Stays Open, and HK$199.10 Leaves No Conservative Discount12 de agosto de 2026 · Hold FY2025
279 Ciena Corp CIEN · EE. UU. $53B
62/100 Media
43/100 11.5%low -17.9% 7 yr 0.1× 44% Ciena: A Long-Term Value Investing Analysis24 de mayo de 2026 · Watch FY2025
280 Jabil Circuit Inc JBL · EE. UU. $33B
62/100 Media
39/100 24.4%low 3.0% 10 yr+ 0.9× 8% Jabil Inc.: An In-Depth Value Investing Analysis27 de mayo de 2026 · Watch FY2025
281 JSC National Atomic Company Kazatomprom KAP · IL $23B
62/100 Media
41/100 25.5%low 11.8% 10 yr+ 41% Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report9 de junio de 2026 · Watch FY2025
282 DaVita HealthCare Partners Inc DVA · EE. UU. $15B
62/100 Media
41/100 27.6%low 3.2% 10 yr+ 10.4× 29% DaVita In-Depth Value Investing Research30 de mayo de 2026 · Watch FY2025
283 ServiceNow Inc NOW · EE. UU. $115B
61/100 Media
51/100 -4.1%low -116.8% 7 yr Net cash 77% ServiceNow: A Value Investing Study25 de mayo de 2026 · Watch FY2025
284 TE Connectivity Ltd TEL · EE. UU. $60B
61/100 Media
47/100 18.1%low -2.6% 5 yr 0.4× 32% TE Connectivity Deep Value Investment Analysis27 de mayo de 2026 · Watch FY2025
285 Haleon PLC HLN · LSE $41B
61/100 Media
39/100 6.3%low 2.4% 7 yr 0.4× 61% Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety1 de agosto de 2026 · Hold FY2025
286 Celestica Inc. CLS · EE. UU. $39B
61/100 Media
49/100 12.8%low 4.3% 10 yr+ 0.1× 8% Celestica Inc. Deep-Dive Research12 de junio de 2026 · Hold FY2025
287 Shengyi Technology Co Ltd 600183 · Shanghái $36B
61/100 Media
43/100 15.5%low 8.3% 10 yr+ 0.0× 22% Shengyi Technology Long-Term Owner's Perspective Research9 de junio de 2026 · Avoid FY2025
288 Flex Ltd FLEX · EE. UU. $42B
60/100 Media
40/100 14.1%low 3.1% 10 yr+ 0.4× 7% Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating22 de julio de 2026 · Hold FY2026
289 Vertex Pharmaceuticals Inc VRTX · EE. UU. $121B
59/100 Media
49/100 18.8%low -8.4% 1 yr Net cash 87% Vertex Pharmaceuticals: A Long-Term Owner's View23 de mayo de 2026 · Watch FY2025
290 Northern Trust Corporation NTRS · EE. UU. $33B
59/100 Media
43/100 10.3%low 0.7% 10 yr+ Net cash 82% Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure28 de mayo de 2026 · Watch FY2025
291 Sany Heavy Industry Co Ltd 600031 · Shanghái $26B
59/100 Media
45/100 13.1%low 0.9% 10 yr+ Net cash 28% SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery28 de mayo de 2026 · Hold FY2025
292 Laboratory Corporation of America Holdings LH · EE. UU. $25B
59/100 Media
44/100 13.3%low 5.3% 10 yr+ 0.8× 31% Labcorp Holdings: A Value-Investing Deep Dive29 de mayo de 2026 · Watch FY2025
293 Jiangsu Hengli Hydraulic Co Ltd 601100 · Shanghái $20B
59/100 Media
44/100 18.1%low 2.0% 10 yr+ Net cash 38% Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story25 de julio de 2026 · Hold FY2025
294 Amkor Technology Inc AMKR · EE. UU. $12B
59/100 Media
30/100 12.4%low 6.2% 10 yr+ Net cash 17% Amkor (AMKR) Zen Horizon Report5 de junio de 2026 · Watch FY2025
295 Airbus Group SE AIR · París $172B
58/100 Media
46/100 18.1%low -22.8% 5 yr Net cash 14% Análisis en profundidad de Airbus SE15 de junio de 2026 · Mantener FY2025
296 Eoptolink Technology Inc Ltd 300502 · Shenzhen $77B
58/100 Media
46/100 18.9%low 2.8% 10 yr+ Net cash 32% Eoptolink Research from a Long-Term Business Owner's Perspective21 de mayo de 2026 · Watch FY2025
297 CRH PLC ADR CRH · EE. UU. $63B
58/100 Media
43/100 12.0%low 5.4% 10 yr+ 0.7× 33% CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner26 de mayo de 2026 · Cautious Buy FY2025
298 Nucor Corp NUE · EE. UU. $59B
58/100 Media
41/100 19.8%low 6.7% 10 yr+ 0.2× 17% Nucor Corporation Investment Research Report27 de mayo de 2026 · Watch FY2025
299 Chipotle Mexican Grill Inc CMG · EE. UU. $47B
58/100 Media
43/100 26.8%low 1.6% 10 yr+ 3.1× 21% Chipotle Mexican Grill: A Long-Term Value Investment Analysis24 de mayo de 2026 · Watch FY2025
300 Saab AB (publ) SAAB-B · ST $31B
58/100 Media
49/100 9.3%low 5.0% 10 yr+ Net cash 22% Saab: Europe's Sovereign Defense Franchise Is Real, but the Margin of Safety Is Gone10 de julio de 2026 · Hold FY2025