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. Filtré par score tier "Médiocre", market cap "Mid $2–10B", profit streak "≥5 yr" : 20 match(effacer les filtres).

# Titre Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Étude FY
1 Ryder System Inc R · États-Unis $9.8B
34/100 Médiocre
13.6%low -5.4% 5 yr 2.8× 20% FY2025
2 Macy’s Inc M · États-Unis $6.5B
34/100 Médiocre
0.9%low -154.5% 5 yr 0.8× 39% FY2026
3 Hubei Dinglong Chemical 300054 · Shenzhen $8.4B
33/100 Médiocre
6.9%low -4.5% 5 yr 0.1× 38% FY2025
4 Asia Potash International Investment Guangzhou Co Ltd 000893 · Shenzhen $6.3B
33/100 Médiocre
5.5%low -19.0% 8 yr 0.1× 43% FY2025
5 NewJersey Resources Corporation NJR · États-Unis $5.8B
33/100 Médiocre
12.2%low 7.2% 10 yr+ 1.6× 13% FY2025
6 Guangzhou Friendship Group Co Ltd 000987 · Shenzhen $5.5B
33/100 Médiocre
8.5%low 2.8% 10 yr+ 0.7× 52% FY2025
7 Churchill Downs Incorporated CHDN · États-Unis $5.9B
31/100 Médiocre
34.6%low -22.3% 5 yr 4.9× 29% FY2025
8 Henan Zhongfu Industrial Co Ltd 600595 · Shanghai $3.8B
31/100 Médiocre
-14.7%low -109.1% 5 yr 0.0× 13% FY2025
9 United Parks & Resorts Inc PRKS · États-Unis $2.1B
31/100 Médiocre
12.2%low -13.6% 5 yr 61% FY2025
10 Luckin Coffee LKNCY · États-Unis $9.3B
28/100 Médiocre
-12.0%low -71.6% 5 yr Net cash 13% FY2025
11 National Fuel Gas Company NFG · États-Unis $7.8B
28/100 Médiocre
10.9%low -19.1% 5 yr 0.9× 43% FY2025
12 Vista Oil Gas ADR VIST · États-Unis $7.6B
28/100 Médiocre
17.7%low -20.2% 5 yr 1.1× 38% FY2025
13 Archrock Inc AROC · États-Unis $6.3B
25/100 Médiocre
5.4%low -8.0% 5 yr 1.6× 48% FY2025
14 EPR Properties EPR · États-Unis $4.8B
25/100 Médiocre
6.5%low -5.0% 5 yr 1.3× 87% FY2025
15 SkyWest Inc SKYW · États-Unis $4.2B
22/100 Médiocre
8.1%low -12.0% 5 yr 0.6× 21% FY2025
16 Range Resources Corp RRC · États-Unis $9.4B
21/100 Médiocre
-5.7%low -73.1% 5 yr 0.3× 26% FY2025
17 Matador Resources Company MTDR · États-Unis $6.2B
21/100 Médiocre
9.3%low -39.2% 5 yr 0.6× 42% FY2025
18 Textainer Group Holdings Ltd TGH · États-Unis $2.1B
20/100 Médiocre
7.8%low -4.5% 7 yr 2.5× 33% FY2023
19 Trinity Industries Inc TRN · États-Unis $2.5B
16/100 Médiocre
9.4%low -7.3% 5 yr 4.9× 23% FY2025
20 Kinetik Holdings Inc KNTK · États-Unis $8.5B
13/100 Médiocre
7.4%low -29.7% 5 yr 25% 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.