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 "Solide", market cap "Mega ≥$200B", profit streak "≥5 yr" : 15 match(effacer les filtres).

# Titre Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Étude FY
1 The Coca-Cola Company KO · États-Unis $377B
79/100 Solide
36.8%low 7.3% 10 yr+ 1.0× 61% FY2025
2 The Home Depot Inc HD · États-Unis $337B
78/100 Solide
60.0%low 60.0% 10 yr+ 5.0× 34% FY2026
3 Novartis AG NOVN · SW $306B
78/100 Solide
20.9%low 9.0% 10 yr+ 0.6× 71% FY2025
4 SAP SE ADR SAP · États-Unis $231B
77/100 Solide
12.6%low 5.7% 10 yr+ Net cash 71% FY2025
5 Philip Morris International Inc PM · États-Unis $297B
76/100 Solide
49.2%low 24.0% 10 yr+ 60% FY2025
6 Netflix Inc NFLX · États-Unis $299B
74/100 Solide
25.2%low 7.0% 10 yr+ 0.2× 40% FY2025
7 AbbVie Inc ABBV · États-Unis $443B
73/100 Solide
54.6%low 35.2% 10 yr+ 71% FY2025
8 Merck & Company Inc MRK · États-Unis $307B
71/100 Solide
24.4%low 1.0% 10 yr+ 0.7× 70% FY2025
9 International Business Machines IBM · États-Unis $211B
71/100 Solide
34.1%low 7.5% 10 yr+ 1.6× 52% FY2025
10 MediaTek Inc 2454 · Taïwan $226B
70/100 Solide
17.2%low 7.4% 10 yr+ Net cash 41% FY2025
11 Walmart Inc. WMT · États-Unis $885B
69/100 Solide
16.0%low 8.4% 10 yr+ 0.6× 25% FY2026
12 Thermo Fisher Scientific Inc TMO · États-Unis $213B
69/100 Solide
13.3%low 8.8% 10 yr+ 0.5× 44% FY2025
13 Morgan Stanley MS · États-Unis $331B
68/100 Solide
11.1%low 7.9% 10 yr+ Net cash 77% FY2025
14 Amgen Inc AMGN · États-Unis $208B
67/100 Solide
51.4%low 7.8% 10 yr+ 5.3× 76% FY2025
15 Oracle Corporation ORCL · États-Unis $374B
65/100 Solide
46.3%low 7.8% 10 yr+ 2.9× 76% FY2026

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.