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. score tier "標準"、market cap "Mega ≥$200B"、Has reportで絞り込み:10 match(絞り込みを解除)。

# 銘柄 Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin レポート FY
1 AstraZeneca PLC AZN · 米国株 $279B
64/100 標準
51/100 15.4%low 0.3% 10 yr+ 0.5× 78% AstraZeneca:詳細リサーチレポート2026年6月15日 · ホールド FY2025
2 Broadcom Inc AVGO · 米国株 $1.9T
63/100 標準
56/100 24.2%low -7.9% 9 yr 0.6× 58% Broadcom: AI Revenue Grew 143% to 10.8 Billion Dollars, but 389.28 Dollars Buys the Base Case at a 1.30% Owner-Earnings Yield Against 4.74% Treasuries2026年8月1日 · Hold FY2025
3 Siemens AG ADR SIEGY · 米国株 $249B
63/100 標準
48/100 13.4%low 7.6% 10 yr+ 0.6× 35% Siemens AG (SIE.XETRA) Zen Horizon Research Report2026年6月9日 · Watch FY2025
4 Contemporary Amperex Technology Co., Limite 3750 · 香港株 $380B
62/100 標準
59/100 16.7%low 8.7% 10 yr+ Net cash 29% CATL:Zen Horizon Framework による徹底分析2026年6月4日 · 慎重な買い FY2025
5 Caterpillar Inc CAT · 米国株 $375B
60/100 標準
46/100 34.1%low -0.5% 9 yr 1.6× 31% Caterpillar Long-Term Value Investment Analysis2026年5月24日 · Watch FY2025
6 Arm Holdings plc American Depositary Shares ARM · 米国株 $256B
59/100 標準
55/100 11.3%low 5.8% 6 yr Net cash 92% Arm Holdings: A Deep-Dive Value Analysis2026年5月21日 · Watch FY2026
7 Eli Lilly and Company LLY · 米国株 $1.0T
58/100 標準
55/100 45.5%low -1.8% 8 yr 1.3× 78% Eli Lilly Deep Value Research: A Great Company at Too High a Price2026年5月25日 · Watch FY2025
8 Samsung Electronics Co Ltd 005930 · 韓国株 $1.7T
57/100 標準
38/100 12.1%low 4.1% 10 yr+ Net cash 38% Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value2026年8月6日 · Hold FY2025
9 Dell Technologies Inc DELL · 米国株 $262B
57/100 標準
48/100 20.6%low -4.7% 7 yr 23% Dell Technologies Deep Value Research2026年5月25日 · Watch FY2026
10 Goldman Sachs Group Inc GS · 米国株 $309B
55/100 標準
45/100 10.7%low 5.2% 10 yr+ Net cash 65% Goldman Sachs Group Deep Value Investing Analysis2026年5月25日 · Watch 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.