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 "US", profit streak "≥5 yr" : 40 match(effacer les filtres).

# Titre Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Étude FY
1 Ferrovial SE FER · États-Unis $47B
34/100 Médiocre
11.3%low -13.3% 5 yr 1.1× 98% FY2025
2 Plains All American Pipeline LP PAA · États-Unis $17B
34/100 Médiocre
7.1%low -26.6% 5 yr 0.7× 5% FY2025
3 Api Group Corp APG · États-Unis $17B
34/100 Médiocre
4.5%low -9.8% 5 yr 0.6× 25% FY2025
4 MGM Resorts International MGM · États-Unis $12B
34/100 Médiocre
17.6%low -15.9% 5 yr 22.3× 44% FY2025
5 Ryder System Inc R · États-Unis $9.8B
34/100 Médiocre
13.6%low -5.4% 5 yr 2.8× 20% FY2025
6 Macy’s Inc M · États-Unis $6.5B
34/100 Médiocre
0.9%low -154.5% 5 yr 0.8× 39% FY2026
7 Williams Companies Inc WMB · États-Unis $87B
33/100 Médiocre
11.6%low -9.1% 7 yr 2.3× 52% FY2025
8 NewJersey Resources Corporation NJR · États-Unis $5.8B
33/100 Médiocre
12.2%low 7.2% 10 yr+ 1.6× 13% FY2025
9 Dine Brands Global Inc DIN · États-Unis $456M
33/100 Médiocre
6.9%low -34.4% 5 yr 44% FY2025
10 ConocoPhillips COP · États-Unis $147B
31/100 Médiocre
12.3%low -10.3% 5 yr 0.3× 21% FY2025
11 Entergy Corporation ETR · États-Unis $50B
31/100 Médiocre
8.4%low -6.8% 9 yr 1.7× 37% FY2025
12 Halliburton Company HAL · États-Unis $27B
31/100 Médiocre
-1.7%low -61.4% 5 yr 0.6× 21% FY2025
13 Churchill Downs Incorporated CHDN · États-Unis $5.9B
31/100 Médiocre
34.6%low -22.3% 5 yr 4.9× 29% FY2025
14 United Parks & Resorts Inc PRKS · États-Unis $2.1B
31/100 Médiocre
12.2%low -13.6% 5 yr 61% FY2025
15 Edison International EIX · États-Unis $28B
29/100 Médiocre
8.8%low -2.9% 7 yr 2.4× 40% FY2025
16 Capital Southwest Corporation CSWC · États-Unis $1.5B
29/100 Médiocre
8.4%low -7.9% 6 yr 1.1× 76% FY2026
17 SandRidge Energy Inc SD · États-Unis $514M
29/100 Médiocre
-90.7%low -720.9% 5 yr Net cash 33% FY2025
18 Luckin Coffee LKNCY · États-Unis $9.3B
28/100 Médiocre
-12.0%low -71.6% 5 yr Net cash 13% FY2025
19 National Fuel Gas Company NFG · États-Unis $7.8B
28/100 Médiocre
10.9%low -19.1% 5 yr 0.9× 43% FY2025
20 Vista Oil Gas ADR VIST · États-Unis $7.6B
28/100 Médiocre
17.7%low -20.2% 5 yr 1.1× 38% FY2025
21 Teekay Corporation TK · États-Unis $1.0B
28/100 Médiocre
0.4%low -21.0% 5 yr Net cash 24% FY2025
22 Shell PLC ADR SHEL · États-Unis $252B
27/100 Médiocre
7.9%low -14.0% 5 yr 0.4× 11% FY2025
23 Freeport-McMoran Copper & Gold Inc FCX · États-Unis $91B
25/100 Médiocre
7.3%low -65.4% 6 yr 0.4× 25% FY2025
24 Allegheny Technologies Incorporated ATI · États-Unis $26B
25/100 Médiocre
-20.0%low -301.8% 5 yr 0.8× 15% FY2025
25 Archrock Inc AROC · États-Unis $6.3B
25/100 Médiocre
5.4%low -8.0% 5 yr 1.6× 48% FY2025
26 EPR Properties EPR · États-Unis $4.8B
25/100 Médiocre
6.5%low -5.0% 5 yr 1.3× 87% FY2025
27 FLEX LNG Ltd FLNG · États-Unis $1.7B
25/100 Médiocre
8.0%low -2.0% 8 yr 1.9× 45% FY2025
28 Energy Transfer LP ET · États-Unis $70B
24/100 Médiocre
9.6%low -3.5% 5 yr 2.0× 19% FY2025
29 Safe Bulkers Inc SB · États-Unis $799M
23/100 Médiocre
5.2%low -18.6% 5 yr 0.5× 36% FY2025
30 SkyWest Inc SKYW · États-Unis $4.2B
22/100 Médiocre
8.1%low -12.0% 5 yr 0.6× 21% FY2025
31 Southwest Airlines Company LUV · États-Unis $22B
21/100 Médiocre
10.3%low -34.6% 5 yr 0.3× 19% FY2025
32 APA Corporation APA · États-Unis $13B
21/100 Médiocre
6.3%low -108.0% 5 yr 0.7× 38% FY2025
33 Range Resources Corp RRC · États-Unis $9.4B
21/100 Médiocre
-5.7%low -73.1% 5 yr 0.3× 26% FY2025
34 Matador Resources Company MTDR · États-Unis $6.2B
21/100 Médiocre
9.3%low -39.2% 5 yr 0.6× 42% FY2025
35 Devon Energy Corporation DVN · États-Unis $52B
20/100 Médiocre
9.0%low -88.8% 5 yr 0.5× 23% FY2025
36 Textainer Group Holdings Ltd TGH · États-Unis $2.1B
20/100 Médiocre
7.8%low -4.5% 7 yr 2.5× 33% FY2023
37 Delta Air Lines Inc DAL · États-Unis $58B
18/100 Médiocre
-57.2%low -807.4% 5 yr 0.8× 19% FY2025
38 Trinity Industries Inc TRN · États-Unis $2.5B
16/100 Médiocre
9.4%low -7.3% 5 yr 4.9× 23% FY2025
39 Targa Resources Inc TRGP · États-Unis $58B
14/100 Médiocre
12.0%low -58.6% 5 yr 5.7× 14% FY2025
40 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.