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. Filtrado por profit streak "≥7 yr", Has report: 480 match(limpar filtros) · página 2 de 5.

# Ativo Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Relatório FY
101 Trane Technologies plc TT · EUA $100B
84/100 Excepcional
47/100 24.0%low 13.3% 10 yr+ 0.3× 32% Trane Technologies: A Long-Term Owner's View26 de maio de 2026 · Watch FY2025
102 Colgate-Palmolive Company CL · EUA $73B
84/100 Excepcional
44/100 60.0%low 60.0% 10 yr+ 19.9× 59% Colgate-Palmolive: A Long-Term Value Investing Analysis24 de maio de 2026 · Watch FY2025
103 PayPal Holdings Inc PYPL · EUA $49B
84/100 Excepcional
43/100 16.7%low 9.5% 10 yr+ Net cash 53% PayPal Holdings: A Deep-Dive Investment Study22 de maio de 2026 · Cautious Buy FY2025
104 Diageo PLC DGE · LSE $46B
84/100 Excepcional
31/100 34.7%low 20.8% 10 yr+ 2.0× 61% Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide Enough31 de julho de 2026 · Hold FY2025
105 Hershey Co HSY · EUA $35B
84/100 Excepcional
43/100 51.2%low 19.0% 10 yr+ 1.0× 44% The Hershey Company: A Deep-Dive Value Investing Study27 de maio de 2026 · Watch FY2025
106 Zoetis Inc ZTS · EUA $32B
84/100 Excepcional
47/100 51.4%low 43.5% 10 yr+ 2.2× 67% Zoetis Long-Term Business Owner Value Analysis28 de maio de 2026 · Cautious Buy FY2025
107 Texas Pacific Land Corporation TPL · EUA $28B
84/100 Excepcional
51/100 48.7%low 33.0% 10 yr+ Net cash 93% Texas Pacific Land: A Deep Value Investment Study28 de maio de 2026 · Watch FY2025
108 Hubbell Inc HUBB · EUA $25B
84/100 Excepcional
47/100 20.3%low 14.9% 10 yr+ 0.5× 31% In-Depth Value Analysis of Hubbell Incorporated29 de maio de 2026 · Watch FY2025
109 Allison Transmission Holdings Inc ALSN · EUA $9.6B
84/100 Excepcional
43/100 49.2%low 19.9% 10 yr+ 0.8× 49% Allison Transmission: A Reassessment During the Integration Phase28 de maio de 2026 · Hold FY2025
110 Apple Inc. AAPL · EUA $4.5T
83/100 Excepcional
43/100 54.7%low 35.6% 10 yr+ 0.8× 41% Apple Inc.: Strip Out the Tariff Refunds and the 50.1% Margin Becomes 48.1%, While 308.91 Dollars Earns Less Than the Ten-Year Treasury1 de agosto de 2026 · Hold FY2025
111 LVMH Moët Hennessy - Louis Vuitton MC · Paris $253B
83/100 Excepcional
44/100 19.2%low 12.1% 10 yr+ 0.3× 67% LVMH Moet Hennessy Louis Vuitton SE: Fashion & Leather Goods Supplies 71% of H1 2026 Recurring Operating Profit, and EUR 426.55 Sits 33% Above the EUR 320 Conservative Value9 de setembro de 2026 · Hold FY2025
112 Amphenol Corporation APH · EUA $198B
83/100 Excepcional
37/100 24.6%low 16.1% 10 yr+ 0.3× 33% Amphenol Long-Term Owner Perspective Research3 de junho de 2026 · Watch FY2025
113 Unilever PLC ULVR · LSE $130B
83/100 Excepcional
43/100 39.4%low 28.7% 10 yr+ 1.6× 43% Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety3 de agosto de 2026 · Hold FY2025
114 Intuitive Surgical Inc ISRG · EUA $127B
83/100 Excepcional
52/100 14.1%low 10.9% 10 yr+ Net cash 68% Intuitive Surgical: A Long-Term Business Owner's Research Report22 de maio de 2026 · Watch FY2025
115 Stryker Corporation SYK · EUA $125B
83/100 Excepcional
49/100 16.0%low 10.2% 10 yr+ 0.5× 62% Stryker In-Depth Value Investment Research25 de maio de 2026 · Watch FY2025
116 Regeneron Pharmaceuticals Inc REGN · EUA $79B
83/100 Excepcional
48/100 22.5%low 14.4% 10 yr+ Net cash 89% Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective22 de maio de 2026 · Watch FY2025
117 Jiangsu Hengrui Medicine Co Ltd 600276 · Xangai $50B
83/100 Excepcional
51/100 16.5%low 10.3% 10 yr+ Net cash 86% Hengrui Pharmaceuticals: A Fortress Innovation Platform, But RMB 50 Already Pays for the Upgrade26 de junho de 2026 · Hold FY2025
118 Accton Technology Corp 2345 · Taiwan $45B
83/100 Excepcional
45/100 33.5%low 21.4% 10 yr+ Net cash 20% Análise aprofundada da Accton Technology14 de junho de 2026 · Manter FY2025
119 Agilent Technologies Inc A · EUA $39B
83/100 Excepcional
44/100 17.8%low 6.9% 10 yr+ 0.2× 53% Agilent Technologies: A Study from a Long-Term Business Owner's Perspective21 de maio de 2026 · Watch FY2025
120 Dassault Systemes SE DSY · Paris $28B
83/100 Excepcional
49/100 12.4%low 9.7% 10 yr+ Net cash 84% Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research Report4 de junho de 2026 · Watch FY2025
121 PPG Industries Inc PPG · EUA $25B
83/100 Excepcional
41/100 20.9%low 15.6% 10 yr+ 41% PPG Industries: A Long-Term Owner-Perspective Investment Analysis29 de maio de 2026 · Watch FY2025
122 Expeditors International of Washington, Inc. EXPD · EUA $22B
83/100 Excepcional
44/100 31.9%low 23.4% 10 yr+ Net cash 13% Expeditors International Deep-Dive Value Research29 de maio de 2026 · Watch FY2025
123 Houlihan Lokey Inc HLI · EUA $8.8B
83/100 Excepcional
41/100 19.2%low 14.8% 10 yr+ Net cash 43% Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant19 de agosto de 2026 · Hold FY2026
124 Lao Feng Xiang Co Ltd A 600612 · Xangai $2.6B
83/100 Excepcional
33/100 18.4%low 11.6% 10 yr+ Net cash 8% Lao Feng Xiang: 499 Franchise Closures and a 10.6% Jewellery Gross Margin, While the Shares at CNY 34.87 Sit 9% Above the CNY 31.9 Conservative Value9 de agosto de 2026 · Hold FY2025
125 Herbalife Nutrition Ltd HLF · EUA $1.3B
83/100 Excepcional
31/100 49.9%low 30.9% 10 yr+ 79% Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance Sheet4 de setembro de 2026 · Watch FY2025
126 Taiwan Semiconductor Manufacturing TSM · EUA $2.1T
82/100 Excepcional
57/100 26.3%low 21.8% 10 yr+ Net cash 53% TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of Safety31 de julho de 2026 · Hold FY2025
127 Johnson & Johnson JNJ · EUA $618B
82/100 Excepcional
48/100 25.5%low 2.2% 10 yr+ 0.3× 69% Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap25 de maio de 2026 · Watch FY2025
128 Tencent Holdings Ltd 0700 · Hong Kong $548B
82/100 Excepcional
53/100 21.1%low 13.2% 10 yr+ Net cash 48% Tencent Holdings: A 12.8% Re-Rating on an Unconfirmed WeChat Agent, While Q1 Disclosed RMB8.8 Billion of AI Drag9 de agosto de 2026 · Hold FY2025
129 Texas Instruments Incorporated TXN · EUA $252B
82/100 Excepcional
49/100 46.2%low 28.4% 10 yr+ 0.6× 63% Texas Instruments Analog and Embedded Processors Research23 de maio de 2026 · Watch FY2025
130 Foxconn Industrial Internet Co Ltd 601138 · Xangai $158B
82/100 Excepcional
40/100 22.0%low 15.0% 10 yr+ Net cash 8% FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation4 de junho de 2026 · Watch FY2025
131 Fortinet Inc FTNT · EUA $119B
82/100 Excepcional
55/100 38.0%low 3.8% 10 yr+ Net cash 77% Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens22 de maio de 2026 · Watch FY2025
132 BAE Systems plc BA · LSE $78B
82/100 Excepcional
46/100 20.8%low 14.2% 10 yr+ 0.5× 41% BAE Systems: The Portfolio Moat Is Genuine, but at 20.27 GBP the Rerating Has Already Outrun Earnings Growth30 de julho de 2026 · Hold FY2025
133 Ferguson Plc FERG · EUA $48B
82/100 Excepcional
43/100 29.7%low 20.3% 10 yr+ 0.9× 30% Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries16 de agosto de 2026 · Hold FY2025
134 GE HealthCare Technologies Inc. GEHC · EUA $31B
82/100 Excepcional
43/100 30.2%low 13.5% 7 yr 0.5× 40% GE HealthCare Technologies: A Deep Value Investment Analysis22 de maio de 2026 · Watch FY2025
135 Suzhou TFC Optical Communication Co Ltd 300394 · Shenzhen $26B
82/100 Excepcional
48/100 19.9%low 12.7% 10 yr+ Net cash 53% T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were Permanent28 de julho de 2026 · Avoid FY2025
136 IDEX Corporation IEX · EUA $17B
82/100 Excepcional
44/100 16.7%low 12.0% 10 yr+ 0.3× 48% IDEX Corporation Deep Value Investment Research30 de maio de 2026 · Watch FY2025
137 RPM International Inc RPM · EUA $14B
82/100 Excepcional
43/100 22.0%low 12.7% 10 yr+ 0.8× 40% RPM International Inc.26 de julho de 2026 · Hold FY2026
138 Deckers Outdoor Corporation DECK · EUA $13B
82/100 Excepcional
47/100 26.3%low 0.6% 10 yr+ Net cash 53% Deckers In-Depth Value Investment Research30 de maio de 2026 · Cautious Buy FY2026
139 Shandong Himile Mechanical Science & Technology Co Ltd 002595 · Shenzhen $8.5B
82/100 Excepcional
47/100 18.1%low 16.2% 10 yr+ Net cash 33% Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their Keep19 de agosto de 2026 · Hold FY2025
140 NewMarket Corporation NEU · EUA $7.8B
82/100 Excepcional
45/100 35.6%low 23.5% 10 yr+ 0.5× 28% NewMarket Corporation: The Cash Cow, the Rocket-Propellant Option, and What the Market Now Prices19 de agosto de 2026 · Hold FY2025
141 NVIDIA Corporation NVDA · EUA $4.9T
81/100 Excepcional
66/100 39.9%low 19.8% 10 yr+ Net cash 64% NVIDIA: Demand Has Broadened Beyond the Hyperscalers, but Its Funding Base Has Not, and 197 USD Already Prices Continued Excellence29 de julho de 2026 · Hold FY2026
142 Delta Electronics Inc 2308 · Taiwan $198B
81/100 Excepcional
50/100 17.0%low 14.0% 10 yr+ Net cash 28% Delta Electronics Zen Horizon Framework Deep Dive4 de junho de 2026 · Watch FY2025
143 Moodys Corporation MCO · EUA $83B
81/100 Excepcional
47/100 57.3%low 46.2% 10 yr+ 1.2× 68% Moody's from a Long-Term Owner's Perspective26 de maio de 2026 · Watch FY2025
144 DR Horton Inc DHI · EUA $40B
81/100 Excepcional
41/100 18.9%low 13.0% 10 yr+ 0.1× 25% D.R. Horton Deep-Dive Value Investing Research27 de maio de 2026 · Watch FY2025
145 EMCOR Group Inc EME · EUA $35B
81/100 Excepcional
43/100 19.6%low 6.5% 10 yr+ Net cash 16% EMCOR Group: A Value-Investing Deep Dive27 de maio de 2026 · Watch FY2025
146 NARI Technology Co Ltd 600406 · Xangai $27B
81/100 Excepcional
51/100 15.3%low 14.2% 10 yr+ Net cash 27% NARI Technology: Grid-Control Franchise, Quality Already Priced27 de junho de 2026 · Hold FY2025
147 HP Inc HPQ · EUA $24B
81/100 Excepcional
33/100 56.9%low 46.4% 10 yr+ 20% HP Inc.: A Value-Investing Deep Dive29 de maio de 2026 · Watch FY2025
148 McCormick & Company Incorporated MKC · EUA $14B
81/100 Excepcional
42/100 18.9%low 12.3% 10 yr+ 0.7× 39% McCormick Deep Value Investment Research30 de maio de 2026 · Watch FY2025
149 Andritz AG ANDR · VI $8.6B
81/100 Excepcional
45/100 19.2%low 10.6% 10 yr+ 49% ANDRITZ: Service Reached 46% of Revenue, but the Record Backlog Is Hydro-Heavy and Margin-Dilutive19 de agosto de 2026 · Hold FY2025
150 Simpson Manufacturing Company Inc SSD · EUA $7.8B
81/100 Excepcional
44/100 17.2%low 10.4% 10 yr+ 0.1× 46% Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%19 de agosto de 2026 · Hold FY2025
151 Revolve Group LLC RVLV · EUA $1.8B
81/100 Excepcional
42/100 18.8%low 5.7% 10 yr+ Net cash 52% Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income13 de setembro de 2026 · Watch FY2025
152 Nestle S.A. NESN · SW $265B
80/100 Excepcional
37/100 23.7%low 11.7% 10 yr+ 1.6× 48% Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety5 de setembro de 2026 · Hold FY2025
153 Lowe's Companies Inc LOW · EUA $117B
80/100 Excepcional
41/100 35.9%low 21.1% 10 yr+ 31% Lowe's: A Long-Term Owner's Perspective25 de maio de 2026 · Watch FY2026
154 Illinois Tool Works Inc ITW · EUA $83B
80/100 Excepcional
44/100 56.5%low 36.8% 10 yr+ 2.5× 42% Illinois Tool Works: A Value Investing Deep Dive26 de maio de 2026 · Watch FY2025
155 Sika AG SIKA · SW $37B
80/100 Excepcional
53/100 22.8%low 15.7% 10 yr+ 0.7× 45% Sika AG: um compounder de qualidade em um buraco de ar cíclico27 de junho de 2026 · Manter FY2025
156 Wiwynn Corp 6669 · Taiwan $32B
80/100 Excepcional
48/100 33.8%low 17.2% 10 yr+ 0.1× 8% Wiwynn Corporation Deep-Dive Research12 de junho de 2026 · Hold FY2025
157 Chroma ATE Inc 2360 · Taiwan $31B
80/100 Excepcional
45/100 20.3%low 12.8% 10 yr+ Net cash 51% Chroma ATE Value Investment Deep-Dive9 de junho de 2026 · Avoid FY2025
158 Straumann Holding AG STMN · SW $20B
80/100 Excepcional
53/100 21.3%low 7.6% 10 yr+ 0.1× 74% Straumann Holding AG: líder da plataforma dental a um preço exigente27 de junho de 2026 · Manter FY2025
159 Best Buy Co. Inc BBY · EUA $19B
80/100 Excepcional
34/100 40.2%low 26.1% 10 yr+ 0.8× 23% Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner23 de maio de 2026 · Watch FY2026
160 Lennox International Inc LII · EUA $14B
80/100 Excepcional
43/100 48.2%low 31.7% 10 yr+ 1.7× 30% Lennox International Deep Value Investment Research30 de maio de 2026 · Watch FY2025
161 The Coca-Cola Company KO · EUA $377B
79/100 Forte
47/100 36.8%low 7.3% 10 yr+ 1.0× 61% Coca-Cola Deep Value Investment Research25 de maio de 2026 · Watch FY2025
162 Sherwin-Williams Co SHW · EUA $83B
79/100 Forte
44/100 52.8%low 29.7% 10 yr+ 2.8× 46% The Sherwin-Williams Company: A Long-Term Owner's Perspective26 de maio de 2026 · Watch FY2025
163 Transdigm Group Incorporated TDG · EUA $70B
79/100 Forte
40/100 18.7%low 14.4% 10 yr+ 55% TransDigm Group: A Deep Value Investing Study26 de maio de 2026 · Watch FY2025
164 Sandvik AB SAND · ST $48B
79/100 Forte
44/100 16.8%low 12.6% 10 yr+ 0.3× 40% Sandvik AB: A Record 22.6% Margin With SEK 550 Million of Tungsten Inside It, and No Margin of Safety at SEK 368.7021 de agosto de 2026 · Hold FY2025
165 Old Dominion Freight Line Inc ODFL · EUA $44B
79/100 Forte
44/100 24.4%low 16.0% 10 yr+ 0.0× 31% Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective22 de maio de 2026 · Watch FY2025
166 Thomson Reuters Corporation Common Shares TRI · EUA $43B
79/100 Forte
47/100 21.3%low 10.7% 10 yr+ 0.1× 78% Thomson Reuters: A Long-Term Owner's Perspective23 de maio de 2026 · Watch FY2025
167 Otis Worldwide Corp OTIS · EUA $27B
79/100 Forte
43/100 60.0%low 60.0% 9 yr 29% Otis Worldwide Corporation: A Deep Value Study28 de maio de 2026 · Watch FY2025
168 Verisk Analytics Inc VRSK · EUA $26B
79/100 Forte
46/100 40.7%low 19.9% 10 yr+ 9.3× 65% Verisk Analytics Research from a Long-Term Owner's Perspective23 de maio de 2026 · Watch FY2025
169 Hongfa Technology Co Ltd 600885 · Xangai $7.7B
79/100 Forte
45/100 16.0%low 13.9% 10 yr+ Net cash 37% Hongfa Technology: 3.464bn Relays, a 32% Top Line That Yielded CNY 114m of Cash, and CNY 34.73 at the Hold-Band Floor16 de setembro de 2026 · Hold FY2025
170 The Home Depot Inc HD · EUA $337B
78/100 Forte
45/100 60.0%low 60.0% 10 yr+ 5.0× 34% The Home Depot: A Value Investing Deep Dive25 de maio de 2026 · Watch FY2026
171 Novartis AG NOVN · SW $306B
78/100 Forte
46/100 20.9%low 9.0% 10 yr+ 0.6× 71% Novartis (NVS) Zen Horizon Research Report8 de junho de 2026 · Hold FY2025
172 BlackRock Inc BLK · EUA $172B
78/100 Forte
49/100 13.2%low 9.9% 10 yr+ 0.0× 50% BlackRock In-Depth Value Investment Research24 de maio de 2026 · Watch FY2025
173 Rio Tinto PLC RIO · LSE $148B
78/100 Forte
38/100 22.4%low 11.8% 10 yr+ 0.2× 61% Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band14 de setembro de 2026 · Hold FY2025
174 Parker-Hannifin Corporation PH · EUA $123B
78/100 Forte
45/100 20.4%low 14.9% 10 yr+ 0.7× 28% Parker-Hannifin: A Long-Term Owner's Perspective25 de maio de 2026 · Watch FY2025
175 American Tower Corp AMT · EUA $81B
78/100 Forte
45/100 37.3%low 14.1% 10 yr+ 11.9× 72% American Tower: Long-Term Value Study of a Communications-Tower REIT23 de maio de 2026 · Watch FY2025
176 Motorola Solutions Inc MSI · EUA $72B
78/100 Forte
46/100 40.0%low 27.9% 8 yr 3.6× 49% Motorola Solutions Deep Value Investment Analysis26 de maio de 2026 · Watch FY2025
177 Public Storage PSA · EUA $61B
78/100 Forte
45/100 20.8%low 15.4% 10 yr+ 1.1× 68% Public Storage: An In-Depth Value-Investing Analysis27 de maio de 2026 · Watch FY2025
178 Heico Corporation HEI · EUA $50B
78/100 Forte
53/100 15.7%low 12.8% 10 yr+ 0.5× 41% HEICO Corporation: Pesquisa Aprofundada15 de junho de 2026 · Manter FY2025
179 Yum! Brands Inc YUM · EUA $42B
78/100 Forte
44/100 59.1%low 51.7% 10 yr+ 47% Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective27 de maio de 2026 · Watch FY2025
180 Swisscom AG SCMN · SW $41B
78/100 Forte
37/100 16.8%low 10.4% 10 yr+ 0.2× 80% Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 63520 de agosto de 2026 · Hold FY2025
181 Curtiss-Wright Corporation CW · EUA $27B
78/100 Forte
42/100 15.5%low 11.3% 10 yr+ 0.4× 37% Curtiss-Wright Research from a Long-Term Owner's Perspective3 de junho de 2026 · Watch FY2025
182 Fair Isaac Corporation FICO · EUA $24B
78/100 Forte
48/100 39.6%low 18.2% 10 yr+ 75% Fair Isaac: A Long-Term Owner's View28 de maio de 2026 · Watch FY2025
183 Next PLC NXT · LSE $22B
78/100 Forte
43/100 55.5%low 43.4% 10 yr+ 1.0× 40% NEXT plc: 23.9% International Growth, a £16.9 Million Platform, and 19.2 Times Earnings30 de agosto de 2026 · Hold FY2026
184 Broadridge Financial Solutions Inc BR · EUA $18B
78/100 Forte
43/100 32.8%low 28.1% 10 yr+ 1.1× 29% Broadridge Financial Solutions Deep-Dive Value Investing Analysis24 de maio de 2026 · Watch FY2025
185 Joint Stock Company Kaspi.kz KSPI · EUA $17B
78/100 Forte
53/100 57.4%low 41.7% 7 yr Net cash 74% Kaspi.kz: A Deep-Value Investment Study18 de maio de 2026 · Watch FY2025
186 Masco Corporation MAS · EUA $14B
78/100 Forte
40/100 60.0%low 60.0% 10 yr+ 34.2× 34% Masco Deep Value Investment Research30 de maio de 2026 · Watch FY2025
187 Avery Dennison Corp AVY · EUA $13B
78/100 Forte
41/100 33.3%low 23.6% 10 yr+ 1.6× 28% Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive23 de maio de 2026 · Watch FY2025
188 Crane Company CR · EUA $12B
78/100 Forte
44/100 16.6%low 9.0% 10 yr+ Net cash 37% Crane Company: Aerospace Compounds on Its Own, but Four-Fifths of the Headline Growth Was Bought and 32 Times Earnings Leaves No Cushion6 de agosto de 2026 · Hold FY2025
189 Jeronimo Martins SGPS SA JMT · LS $12B
78/100 Forte
42/100 22.6%low 15.5% 10 yr+ 21% Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of Safety31 de agosto de 2026 · Hold FY2025
190 Domino's Pizza Inc Common Stock DPZ · EUA $11B
78/100 Forte
43/100 60.0%low 60.0% 10 yr+ 37% Domino's Pizza Deep Value Investment Research31 de maio de 2026 · Watch FY2025
191 Shenzhou International Group Holdings Ltd 2313 · Hong Kong $8.6B
78/100 Forte
44/100 17.2%low 12.1% 10 yr+ Net cash 28% Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.581 de setembro de 2026 · Hold FY2025
192 Sprouts Farmers Market LLC SFM · EUA $8.1B
78/100 Forte
40/100 26.7%low 18.5% 10 yr+ 1.2× 36% Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 Earnings16 de setembro de 2026 · Cautious Buy FY2025
193 Pool Corporation POOL · EUA $6.7B
78/100 Forte
44/100 52.6%low 34.1% 10 yr+ 1.2× 30% Pool Corporation Value Investment Deep-Dive Report31 de maio de 2026 · Watch FY2025
194 Zhejiang CFMoto Power Co Ltd 603129 · Xangai $6.6B
78/100 Forte
48/100 18.2%low 10.8% 10 yr+ Net cash 29% CFMOTO: Four-Wheeler Revenue Up 51% but H1 Profit Up Only 6%, and CNY 296.88 at 24-25x Normalized Earnings Leaves No Margin of Safety17 de setembro de 2026 · Hold FY2025
195 SAP SE ADR SAP · EUA $231B
77/100 Forte
45/100 12.6%low 5.7% 10 yr+ Net cash 71% SAP: A High-Quality Incumbent Late in Its Cloud Migration, Now Priced for Proof Rather Than Possibility26 de junho de 2026 · Hold FY2025
196 ABB Ltd ABBN · SW $183B
77/100 Forte
46/100 21.9%low 8.1% 10 yr+ 0.2× 33% ABB Ltd: 58% Electrification Order Growth, and a 19.5x EBITDA Test of Capital Discipline11 de agosto de 2026 · Hold FY2025
197 Union Pacific Corporation UNP · EUA $174B
77/100 Forte
43/100 38.3%low 21.2% 10 yr+ 1.6× 46% Union Pacific: A Long-Term Owner's Perspective25 de maio de 2026 · Watch FY2025
198 Emerson Electric Company EMR · EUA $84B
77/100 Forte
47/100 25.0%low 9.1% 10 yr+ 0.6× 45% Emerson Electric: A Long-Term Owner's View26 de maio de 2026 · Watch FY2025
199 Ametek Inc AME · EUA $55B
77/100 Forte
45/100 15.6%low 13.9% 10 yr+ 0.2× 41% AMETEK Precision Instruments and Industrial Technology Research23 de maio de 2026 · Watch FY2025
200 Thales S.A. HO · Paris $55B
77/100 Forte
46/100 16.8%low 9.5% 10 yr+ 0.2× 25% Thales: A Genuine Defence-Electronics Quality Compounder, Priced Like the Best Case Is Already Locked In7 de julho de 2026 · Hold FY2025