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. market "US"、market cap "Mega ≥$200B"で絞り込み:48 match(絞り込みを解除)。

# 銘柄 Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin レポート FY
1 Visa Inc. Class A V · 米国株 $684B
95/100 卓越
35.7%low 18.2% 10 yr+ 0.1× 81% FY2025
2 KLA Corporation KLAC · 米国株 $239B
93/100 卓越
55.9%low 44.2% 10 yr+ 0.2× 61% FY2026
3 ASML Holding NV ADR ASML · 米国株 $626B
92/100 卓越
36.5%low 15.9% 10 yr+ Net cash 49% FY2025
4 Applied Materials Inc AMAT · 米国株 $403B
92/100 卓越
38.9%low 23.8% 10 yr+ Net cash 46% FY2025
5 Microsoft Corporation MSFT · 米国株 $3.5T
91/100 卓越
34.6%low 20.0% 10 yr+ 0.1× 68% FY2026
6 Lam Research Corp LRCX · 米国株 $367B
90/100 卓越
48.3%low 24.3% 10 yr+ Net cash 47% FY2026
7 American Express Company AXP · 米国株 $227B
89/100 卓越
27.8%low 13.6% 10 yr+ 0.3× 87% FY2025
8 Arista Networks ANET · 米国株 $227B
88/100 卓越
24.1%low 15.3% 10 yr+ Net cash 64% Arista Networks:データセンター・スイッチングのリーダーに関する長期研究2026年5月23日 · ウォッチ FY2025
9 Cisco Systems Inc CSCO · 米国株 $457B
87/100 卓越
22.4%low 0.3% 10 yr+ 0.3× 63% FY2025
10 Costco Wholesale Corp COST · 米国株 $422B
87/100 卓越
25.4%low 19.5% 10 yr+ Net cash 13% FY2025
11 Mastercard Inc MA · 米国株 $502B
86/100 卓越
60.0%low 60.0% 10 yr+ 1.0× 77% FY2025
12 Alphabet Inc Class C GOOG · 米国株 $4.4T
85/100 卓越
21.7%low 8.3% 10 yr+ Net cash 57% FY2025
13 Meta Platforms Inc. META · 米国株 $1.4T
84/100 卓越
24.3%low 17.3% 10 yr+ 0.0× 82% Meta Platforms:ディープバリュー投資の研究2026年5月19日 · ウォッチ FY2025
14 UnitedHealth Group Incorporated UNH · 米国株 $376B
84/100 卓越
21.4%low 12.8% 10 yr+ 0.5× 23% FY2025
15 Procter & Gamble Company PG · 米国株 $335B
84/100 卓越
26.6%low 8.3% 10 yr+ 0.4× 50% FY2026
16 Apple Inc. AAPL · 米国株 $4.5T
83/100 卓越
54.7%low 35.6% 10 yr+ 0.8× 41% FY2025
17 Taiwan Semiconductor Manufacturing TSM · 米国株 $2.1T
82/100 卓越
26.3%low 21.8% 10 yr+ Net cash 53% TSMC:バリュー投資の徹底研究2026年5月22日 · ウォッチ FY2025
18 Johnson & Johnson JNJ · 米国株 $618B
82/100 卓越
25.5%low 2.2% 10 yr+ 0.3× 69% FY2025
19 Texas Instruments Incorporated TXN · 米国株 $252B
82/100 卓越
46.2%low 28.4% 10 yr+ 0.6× 63% FY2025
20 NVIDIA Corporation NVDA · 米国株 $4.9T
81/100 卓越
39.9%low 19.8% 10 yr+ Net cash 64% NVIDIA 投資メモ2026年5月22日 · ウォッチ FY2026
21 The Coca-Cola Company KO · 米国株 $377B
79/100 優良
36.8%low 7.3% 10 yr+ 1.0× 61% FY2025
22 The Home Depot Inc HD · 米国株 $337B
78/100 優良
60.0%low 60.0% 10 yr+ 5.0× 34% FY2026
23 SAP SE ADR SAP · 米国株 $231B
77/100 優良
12.6%low 5.7% 10 yr+ Net cash 71% FY2025
24 Philip Morris International Inc PM · 米国株 $297B
76/100 優良
49.2%low 24.0% 10 yr+ 60% FY2025
25 Netflix Inc NFLX · 米国株 $299B
74/100 優良
25.2%low 7.0% 10 yr+ 0.2× 40% FY2025
26 AbbVie Inc ABBV · 米国株 $443B
73/100 優良
54.6%low 35.2% 10 yr+ 71% FY2025
27 Merck & Company Inc MRK · 米国株 $307B
71/100 優良
24.4%low 1.0% 10 yr+ 0.7× 70% FY2025
28 International Business Machines IBM · 米国株 $211B
71/100 優良
34.1%low 7.5% 10 yr+ 1.6× 52% FY2025
29 Walmart Inc. WMT · 米国株 $885B
69/100 優良
16.0%low 8.4% 10 yr+ 0.6× 25% FY2026
30 Thermo Fisher Scientific Inc TMO · 米国株 $213B
69/100 優良
13.3%low 8.8% 10 yr+ 0.5× 44% FY2025
31 Morgan Stanley MS · 米国株 $331B
68/100 優良
11.1%low 7.9% 10 yr+ Net cash 77% FY2025
32 Amgen Inc AMGN · 米国株 $208B
67/100 優良
51.4%low 7.8% 10 yr+ 5.3× 76% FY2025
33 Oracle Corporation ORCL · 米国株 $374B
65/100 優良
46.3%low 7.8% 10 yr+ 2.9× 76% FY2026
34 AstraZeneca PLC AZN · 米国株 $279B
64/100 標準
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
35 Broadcom Inc AVGO · 米国株 $1.9T
63/100 標準
24.2%low -7.9% 9 yr 0.6× 58% Broadcom:詳細リサーチレポート2026年6月3日 · 回避 FY2025
36 Siemens AG ADR SIEGY · 米国株 $249B
63/100 標準
13.4%low 7.6% 10 yr+ 0.6× 35% FY2025
37 Caterpillar Inc CAT · 米国株 $375B
60/100 標準
34.1%low -0.5% 9 yr 1.6× 31% FY2025
38 Arm Holdings plc American Depositary Shares ARM · 米国株 $256B
59/100 標準
11.3%low 5.8% 6 yr Net cash 92% FY2026
39 Eli Lilly and Company LLY · 米国株 $1.0T
58/100 標準
45.5%low -1.8% 8 yr 1.3× 78% FY2025
40 Dell Technologies Inc DELL · 米国株 $262B
57/100 標準
20.6%low -4.7% 7 yr 23% FY2026
41 Goldman Sachs Group Inc GS · 米国株 $309B
55/100 標準
10.7%low 5.2% 10 yr+ Net cash 65% FY2025
42 Linde plc Ordinary Shares LIN · 米国株 $221B
48/100 やや弱い
13.9%low 4.7% 10 yr+ 0.6× 32% FY2025
43 Palantir Technologies Inc. PLTR · 米国株 $295B
46/100 やや弱い
-12.7%low -76.6% 3 yr Net cash 76% 長期保有者の視点で見るPalantir2026年5月18日 · ウォッチ FY2025
44 Amazon.com Inc AMZN · 米国株 $2.9T
44/100 やや弱い
16.5%low -1.9% 3 yr 0.1× 40% アマゾン:長期オーナーの視点から2026年5月19日 · ウォッチ FY2025
45 RTX Corporation RTX · 米国株 $290B
38/100 やや弱い
9.2%low -4.9% 5 yr 0.5× 21% FY2025
46 Shell PLC ADR SHEL · 米国株 $252B
27/100 弱い
7.9%low -14.0% 5 yr 0.4× 11% FY2025
47 Micron Technology Inc MU · 米国株 $927B
23/100 弱い
12.8%low -13.2% 2 yr 0.1× 33% FY2025
48 GE Aerospace GE · 米国株 $374B
21/100 弱い
5.1%low -43.4% 4 yr 0.4× 28% 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.