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"、Has reportで絞り込み:8 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 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
2 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
3 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
4 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
5 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
6 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
7 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
8 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

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.