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 "Full 10 yr", Has report: 435 match(limpar filtros) · página 3 de 5.

# Ativo Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Relatório FY
201 Shenzhen Inovance Tech 300124 · Shenzhen $24B
76/100 Forte
49/100 18.2%low 11.0% 10 yr+ Net cash 37% Pesquisa aprofundada sobre Inovance Technology15 de junho de 2026 · Manter FY2025
202 West Pharmaceutical Services Inc WST · EUA $24B
76/100 Forte
44/100 17.5%low 9.0% 10 yr+ Net cash 36% West Pharmaceutical Services In-Depth Value Research Report29 de maio de 2026 · Watch FY2025
203 Packaging Corp of America PKG · EUA $22B
76/100 Forte
40/100 21.9%low 14.2% 10 yr+ 0.8× 23% Packaging Corporation of America Deep Value Investment Analysis29 de maio de 2026 · Watch FY2025
204 Beijing Kingsoft Office Software In 688111 · Xangai $18B
76/100 Forte
48/100 15.1%low 6.6% 10 yr+ Net cash 88% Kingsoft Office In-Depth Research14 de junho de 2026 · Hold FY2025
205 CH Robinson Worldwide Inc CHRW · EUA $17B
76/100 Forte
40/100 36.3%low 22.9% 10 yr+ 0.8× 8% C.H. Robinson: A Long-Term Value Investing Analysis24 de maio de 2026 · Watch FY2025
206 Bunzl PLC BNZL · LSE $11B
76/100 Forte
39/100 19.3%low 16.5% 10 yr+ 0.8× 20% Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings29 de agosto de 2026 · Hold FY2025
207 Trade Desk Inc TTD · EUA $8.5B
76/100 Forte
45/100 14.8%low 2.5% 10 yr+ Net cash 79% The Trade Desk: A Long-Term Owner's Deep-Dive31 de maio de 2026 · Watch FY2025
208 Booz Allen Hamilton Holding BAH · EUA $8.4B
76/100 Forte
37/100 52.2%low 27.4% 10 yr+ 3.1× 51% Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value1 de agosto de 2026 · Hold FY2026
209 Zhejiang Dingli Mach Co Ltd 603338 · Xangai $4.2B
76/100 Forte
44/100 17.3%low 12.9% 10 yr+ Net cash 37% Zhejiang Dingli: H1 Revenue Grew 24.9% and Its 20.6% EU Duty Beats Rivals at 35–49%, but Cash Conversion Fell to 0.32x and CNY 53.87 Sits 28% Above the CNY 42 Conservative Value Ahead of Final U.S. Duty Rulings18 de setembro de 2026 · Watch FY2025
210 Eckert & Ziegler Strahlen- und Medizintechnik AG EUZ · XETRA $1.0B
76/100 Forte
44/100 14.4%low 9.1% 10 yr+ Net cash 48% Eckert & Ziegler SE: A Better Business, Not Yet a Better Price15 de julho de 2026 · Hold FY2025
211 McDonald’s Corporation MCD · EUA $192B
75/100 Forte
46/100 27.7%low 18.3% 10 yr+ 52% McDonald's: A Long-Term Owner's Perspective25 de maio de 2026 · Watch FY2025
212 S&P Global Inc SPGI · EUA $121B
75/100 Forte
51/100 40.3%low 7.7% 10 yr+ 0.4× 73% S&P Global: A Long-Term Owner's View25 de maio de 2026 · Watch FY2025
213 HCA Healthcare, Inc. HCA · EUA $89B
75/100 Forte
46/100 24.5%low 20.5% 10 yr+ 62% HCA Healthcare: A Long-Term Owner's View26 de maio de 2026 · Watch FY2025
214 Deutsche Post AG DHL · XETRA $70B
75/100 Forte
38/100 19.6%low 14.0% 10 yr+ 0.9× 11% DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value14 de setembro de 2026 · Hold FY2025
215 CDW Corp CDW · EUA $19B
75/100 Forte
41/100 53.5%low 40.7% 10 yr+ 2.2× 19% CDW Long-Term Value Investment Analysis24 de maio de 2026 · Watch FY2025
216 Medpace Holdings Inc MEDP · EUA $16B
75/100 Forte
49/100 29.3%low 2.2% 10 yr+ Net cash 32% Medpace Holdings Zen Horizon Framework Deep-Dive Research6 de junho de 2026 · Watch FY2025
217 Intertek Group PLC ITRK · LSE $11B
75/100 Forte
45/100 30.4%low 22.5% 10 yr+ 1.2× 32% Intertek: um compounder de qualidade sob uma oferta de aquisição17 de junho de 2026 · Manter FY2025
218 Orkla ASA ORK · OL $11B
75/100 Forte
35/100 14.3%low 9.8% 10 yr+ 0.3× 50% Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.1025 de agosto de 2026 · Hold FY2025
219 Nice Ltd ADR NICE · EUA $5.8B
75/100 Forte
49/100 9.4%low 7.1% 10 yr+ Net cash 67% NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It Substitutes22 de julho de 2026 · Watch FY2025
220 Li Ning Co Ltd 2331 · Hong Kong $4.9B
75/100 Forte
43/100 15.0%low 10.2% 10 yr+ Net cash 49% Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal8 de agosto de 2026 · Hold FY2025
221 Netflix Inc NFLX · EUA $299B
74/100 Forte
51/100 25.2%low 7.0% 10 yr+ 0.2× 40% Netflix: A Long-Term Business Owner's Perspective22 de maio de 2026 · Watch FY2025
222 Southern Copper Corporation SCCO · EUA $146B
74/100 Forte
39/100 27.5%low 11.8% 10 yr+ 0.2× 45% Southern Copper: the Record Quarter Came From $6 Copper and $2.24/lb By-Product Credits While Output Fell 3.5%, and $198.76 Already Prices the Optimistic Case6 de setembro de 2026 · Watch FY2025
223 Cummins Inc CMI · EUA $88B
74/100 Forte
42/100 23.4%low 8.3% 10 yr+ 0.4× 25% Cummins Long-Term Value Investment Analysis24 de maio de 2026 · Watch FY2025
224 Honeywell International Inc HON · EUA $77B
74/100 Forte
39/100 28.8%low 9.4% 10 yr+ 1.4× 34% Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution9 de agosto de 2026 · Hold FY2025
225 Quest Diagnostics Incorporated DGX · EUA $26B
74/100 Forte
41/100 16.7%low 12.9% 10 yr+ 0.9× 36% Quest Diagnostics: A Long-Term Business-Owner Investment Analysis29 de maio de 2026 · Watch FY2025
226 Alfa Laval AB ALFA · ST $25B
74/100 Forte
47/100 15.9%low 11.4% 10 yr+ 0.3× 34% Alfa Laval: A 35% Order Surge, a 2% Profit Increase, and 29 Times Earnings27 de agosto de 2026 · Hold FY2025
227 Fox Corp Class A FOXA · EUA $24B
74/100 Forte
42/100 15.3%low 6.9% 10 yr+ 0.2× 93% Fox Corporation: A Deep Value Investing Analysis29 de maio de 2026 · Watch FY2025
228 SGS SA SGSN · SW $24B
74/100 Forte
44/100 48.5%low 30.6% 10 yr+ 3.3× 48% SGS: compounder de TIC de alta qualidade negociada ao valor justo17 de junho de 2026 · Manter FY2025
229 Tractor Supply Company TSCO · EUA $16B
74/100 Forte
42/100 41.4%low 29.8% 10 yr+ 2.2× 35% Tractor Supply Deep Value Investment Research30 de maio de 2026 · Watch FY2025
230 BWX Technologies Inc BWXT · EUA $15B
74/100 Forte
46/100 43.6%low 26.1% 10 yr+ 1.2× 27% BWX Technologies (BWXT) Zen Horizon Research Report5 de junho de 2026 · Watch FY2025
231 Ningbo Deye Technology Co Ltd 605117 · Xangai $15B
74/100 Forte
44/100 36.6%low 21.9% 10 yr+ Net cash 29% Ningbo Deye: H1 Operating Cash Flow Was 1.54x Net Income, but CNY 4.071bn of It Came from Expanding Supplier Credit13 de setembro de 2026 · Hold FY2025
232 Skanska AB (publ) SKA-B · ST $12B
74/100 Forte
38/100 15.3%low 8.9% 10 yr+ Net cash 9% Skanska AB: A Record SEK 297.5bn Backlog Rests on a 4.3% Contractor Margin, and SEK 271.90 Leaves No Conservative Margin of Safety5 de setembro de 2026 · Hold FY2025
233 Universal Health Services Inc UHS · EUA $10B
74/100 Forte
42/100 15.2%low 11.4% 10 yr+ 0.7× 89% Universal Health Services Value-Investing Deep-Dive31 de maio de 2026 · Cautious Buy FY2025
234 Campbell’s Co CPB · EUA $6.6B
74/100 Forte
33/100 29.8%low 14.9% 10 yr+ 1.8× 34% The Campbell's Company: A Value-Investing Deep Dive31 de maio de 2026 · Watch FY2025
235 JD Sports Fashion PLC JD · LSE $5.4B
74/100 Forte
37/100 20.6%low 6.7% 10 yr+ 0.9× 48% JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control2 de setembro de 2026 · Watch FY2026
236 AbbVie Inc ABBV · EUA $443B
73/100 Forte
45/100 54.6%low 35.2% 10 yr+ 71% AbbVie: In-Depth Research from a Long-Term Business Owner's Perspective21 de maio de 2026 · Watch FY2025
237 Northrop Grumman Corporation NOC · EUA $77B
73/100 Forte
45/100 31.8%low 13.9% 10 yr+ 0.9× 29% Northrop Grumman: A Long-Term Owner's Perspective26 de maio de 2026 · Watch FY2025
238 Elite Material Co Ltd 2383 · Taiwan $53B
73/100 Forte
47/100 23.8%low 14.7% 10 yr+ 0.0× 26% Long-Term Value Research on Taiwan Elite Material (EMC)9 de junho de 2026 · Watch FY2025
239 Zhejiang Sanhua Co Ltd 002050 · Shenzhen $22B
73/100 Forte
43/100 15.8%low 12.8% 10 yr+ Net cash 28% Sanhua Intelligent Controls (002050.SHE) Zen Horizon Deep-Dive Research5 de junho de 2026 · Watch FY2025
240 Ulta Beauty Inc ULTA · EUA $22B
73/100 Forte
41/100 40.6%low 8.8% 10 yr+ 0.6× 37% Ulta Beauty: A Long-Term Value Investing Study29 de maio de 2026 · Watch FY2026
241 Dick’s Sporting Goods Inc DKS · EUA $18B
73/100 Forte
44/100 28.1%low 14.9% 10 yr+ 1.2× 33% DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings30 de agosto de 2026 · Watch FY2026
242 Fabrinet FN · EUA $16B
73/100 Forte
46/100 14.2%low 11.2% 10 yr+ Net cash 12% Fabrinet Zen Horizon Framework Deep-Dive Research8 de junho de 2026 · Watch FY2025
243 Service Corporation International SCI · EUA $12B
73/100 Forte
39/100 30.7%low 16.2% 10 yr+ 3.0× 26% Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries30 de agosto de 2026 · Hold FY2025
244 Encompass Health Corp EHC · EUA $11B
73/100 Forte
37/100 23.2%low 17.9% 10 yr+ 1.1× 74% Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety25 de agosto de 2026 · Hold FY2025
245 Federal Signal Corporation FSS · EUA $7.6B
73/100 Forte
42/100 15.2%low 11.1% 10 yr+ 0.4× 26% Federal Signal Corporation: 70% of Q2's Incremental Sales Came From Acquisitions, Organic Growth Was 6%, and 115.33 USD Sits 9% Above the 106 USD Conservative Ceiling17 de setembro de 2026 · Hold FY2025
246 EPAM Systems Inc EPAM · EUA $5.5B
73/100 Forte
30/100 14.0%low 7.5% 10 yr+ Net cash 33% EPAM Systems: A Value Investing Deep Dive31 de maio de 2026 · Cautious Buy FY2025
247 CSX Corporation CSX · EUA $93B
72/100 Forte
42/100 26.8%low 14.6% 10 yr+ 1.4× 38% CSX Corporation: A Deep-Dive Value Investing Study22 de maio de 2026 · Watch FY2025
248 Prosus N.V. PRX · Amsterdã $92B
72/100 Forte
46/100 23.9%low 13.0% 10 yr+ 0.1× 37% Prosus N.V.: A 38.4% NAV Discount, a Tencent-Funded Buyback, and No Conservative Margin of Safety20 de agosto de 2026 · Hold FY2026
249 Waste Management Inc WM · EUA $91B
72/100 Forte
44/100 28.1%low 20.1% 10 yr+ 2.3× 28% WM: A Long-Term Owner's Perspective26 de maio de 2026 · Watch FY2025
250 Ross Stores Inc ROST · EUA $81B
72/100 Forte
43/100 37.4%low 2.6% 10 yr+ 0.1× 27% Ross Stores: A Long-Term Owner's Perspective23 de maio de 2026 · Watch FY2026
251 KDDI Corp PK KDDIY · EUA $65B
72/100 Forte
36/100 14.1%low 12.1% 10 yr+ 0.8× 44% KDDI From a Long-Term Owner's Perspective3 de junho de 2026 · Watch FY2026
252 Keysight Technologies Inc KEYS · EUA $55B
72/100 Forte
49/100 17.3%low 4.4% 10 yr+ 0.2× 60% Keysight Technologies Investment Value Deep-Dive27 de maio de 2026 · Watch FY2025
253 Quanta Computer Inc 2382 · Taiwan $52B
72/100 Forte
44/100 18.0%low 10.8% 10 yr+ 0.5× 6% Quanta (2382.TW) Zen Horizon Research Report8 de junho de 2026 · Hold FY2025
254 CBRE Group Inc Class A CBRE · EUA $43B
72/100 Forte
44/100 16.5%low 10.6% 10 yr+ 0.9× 21% CBRE Group: An In-Depth Value Investing Analysis24 de maio de 2026 · Watch FY2025
255 ACS Actividades de Construccion y Servicios SA ACS · MC $32B
72/100 Forte
44/100 20.8%low 12.0% 10 yr+ 0.4× 30% ACS Equity Research: Construction Scale, AI Infrastructure, and the Cost of a Re-rating21 de agosto de 2026 · Hold FY2025
256 Sungrow Power Supply Co Ltd 300274 · Shenzhen $30B
72/100 Forte
51/100 18.6%low 9.3% 10 yr+ Net cash 25% Sungrow Power Supply: After the FCC Covered-List Ruling, the Price Sits 0.6% Below a CNY 104 Conservative Value While Q1 Storage Margin Has Already Slipped to About 30%2 de agosto de 2026 · Watch FY2025
257 JB Hunt Transport Services Inc JBHT · EUA $26B
72/100 Forte
40/100 23.3%low 14.2% 10 yr+ 0.5× 16% J.B. Hunt Deep Value Investment Research29 de maio de 2026 · Watch FY2025
258 ITT Inc ITT · EUA $18B
72/100 Forte
41/100 13.5%low 3.4% 10 yr+ Net cash 33% ITT Inc.: SPX FLOW Adds 1.2x ITT's Pre-Deal Revenue and 15.25% More Shares, but 197.99 USD Sits 20% Above the 165 USD Conservative Value16 de setembro de 2026 · Hold FY2025
259 Mueller Industries Inc MLI · EUA $15B
72/100 Forte
37/100 23.4%low 11.1% 10 yr+ Net cash 21% Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value31 de agosto de 2026 · Hold FY2025
260 Nova Ltd NVMI · EUA $12B
72/100 Forte
51/100 17.1%low 5.5% 10 yr+ Net cash 56% Nova: Record Q2 Revenue of $255 Million and 26% Guided Growth, but 45x Trailing GAAP Earnings Leave No Margin of Safety25 de agosto de 2026 · Hold FY2025
261 FTI Consulting Inc FCN · EUA $4.4B
72/100 Forte
39/100 12.8%low 7.1% 10 yr+ 0.2× 33% FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks19 de agosto de 2026 · Hold FY2025
262 Merck & Company Inc MRK · EUA $307B
71/100 Forte
46/100 24.4%low 1.0% 10 yr+ 0.7× 70% Merck & Co.: KEYTRUDA and QLEX Generated 50.4% of Second-Quarter Revenue While Subcutaneous Sales Rose to 463 Million Dollars Before the 2028 Patent Cliff5 de agosto de 2026 · Hold FY2025
263 International Business Machines IBM · EUA $211B
71/100 Forte
46/100 34.1%low 7.5% 10 yr+ 1.6× 52% IBM Long-Term Owner's Perspective Research25 de maio de 2026 · Watch FY2025
264 Abbott Laboratories ABT · EUA $183B
71/100 Forte
47/100 13.6%low 1.5% 10 yr+ 0.1× 52% Abbott Laboratories Long-Term Value Investment Research21 de maio de 2026 · Watch FY2025
265 Blackstone Group Inc BX · EUA $159B
71/100 Forte
52/100 27.9%low 15.7% 10 yr+ 1.2× 96% Blackstone: A Deep Value Investment Analysis24 de maio de 2026 · Watch FY2025
266 CME Group Inc CME · EUA $96B
71/100 Forte
47/100 10.8%low 7.5% 10 yr+ Net cash 84% CME Group Long-Term Value Investment Analysis24 de maio de 2026 · Watch FY2025
267 United Rentals Inc URI · EUA $67B
71/100 Forte
45/100 30.1%low 19.6% 10 yr+ 1.8× 37% United Rentals: A Deep Value Investment Study27 de maio de 2026 · Watch FY2025
268 UCB SA UCB · BR $45B
71/100 Forte
50/100 10.2%low 3.8% 10 yr+ Net cash 71% UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-Rated29 de junho de 2026 · Hold FY2025
269 Restaurant Brands International Inc QSR · EUA $34B
71/100 Forte
42/100 30.1%low 12.3% 10 yr+ 4.5× 44% Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.5725 de agosto de 2026 · Hold FY2025
270 PulteGroup Inc PHM · EUA $24B
71/100 Forte
39/100 21.1%low 10.8% 10 yr+ 0.0× 23% PulteGroup Value Investing Research Report29 de maio de 2026 · Watch FY2025
271 Lamar Advertising Company LAMR · EUA $16B
71/100 Forte
44/100 33.7%low 20.2% 10 yr+ 6.0× 63% Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety27 de agosto de 2026 · Hold FY2025
272 Carlisle Companies Incorporated CSL · EUA $14B
71/100 Forte
38/100 24.7%low 10.1% 10 yr+ 1.0× 32% Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin6 de agosto de 2026 · Hold FY2025
273 Toll Brothers Inc TOL · EUA $14B
71/100 Forte
37/100 15.1%low 9.0% 10 yr+ 0.2× 23% Pesquisa aprofundada sobre Toll Brothers15 de junho de 2026 · Manter FY2025
274 Guangdong Haid Group Co Ltd 002311 · Shenzhen $11B
71/100 Forte
47/100 16.7%low 11.3% 10 yr+ Net cash 10% Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of Safety31 de agosto de 2026 · Hold FY2025
275 Hundsun Technologies Inc 600570 · Xangai $6.1B
71/100 Forte
41/100 18.1%low 0.8% 10 yr+ Net cash 82% Hundsun Technologies: 2026 H1 Revenue Fell 11.6% While Profit Rose 0.69%, Associates Supplied CNY106.3m of Q1 Investment Income, and CNY22.12 Leaves No Conservative Margin of Safety16 de agosto de 2026 · Hold FY2025
276 MediaTek Inc 2454 · Taiwan $226B
70/100 Forte
50/100 17.2%low 7.4% 10 yr+ Net cash 41% MediaTek (2454.TW) Zen Horizon Framework Deep-Dive Research9 de junho de 2026 · Watch FY2025
277 Booking Holdings Inc BKNG · EUA $149B
70/100 Forte
44/100 32.6%low 1.2% 10 yr+ 99% Booking Holdings: A Deep Value Investing Analysis21 de maio de 2026 · Cautious Buy FY2025
278 Starbucks Corporation SBUX · EUA $120B
70/100 Forte
40/100 45.0%low 12.5% 10 yr+ 27% Starbucks Corporation: A Long-Term Owner's Perspective23 de maio de 2026 · Watch FY2025
279 Comcast Corp CMCSA · EUA $85B
70/100 Forte
42/100 17.2%low 6.6% 10 yr+ 1.0× 69% Comcast: A Deep Value-Investing Analysis21 de maio de 2026 · Cautious Buy FY2025
280 Kroger Company KR · EUA $37B
70/100 Forte
39/100 25.1%low 17.1% 10 yr+ 3.4× 22% Kroger Deep Value Investment Research27 de maio de 2026 · Watch FY2026
281 Shaanxi Coal Industry Co Ltd 601225 · Xangai $34B
70/100 Forte
31/100 21.6%low 8.0% 10 yr+ Net cash 38% Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price20 de agosto de 2026 · Hold FY2025
282 Bureau Veritas SA BVI · Paris $13B
70/100 Forte
47/100 27.2%low 10.1% 10 yr+ 1.0× 30% Bureau Veritas: TIC de qualidade, precificada para reaceleração17 de junho de 2026 · Manter FY2025
283 Tsingtao Brewery Co Ltd 600600 · Xangai $11B
70/100 Forte
27/100 11.6%low 6.4% 10 yr+ Net cash 38% Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value5 de setembro de 2026 · Hold FY2025
284 AptarGroup Inc ATR · EUA $8.5B
70/100 Forte
38/100 14.1%low 11.6% 10 yr+ 0.4× 35% AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion26 de agosto de 2026 · Hold FY2025
285 Zhejiang Dahua Technology Co Ltd 002236 · Shenzhen $7.7B
70/100 Forte
41/100 16.8%low 8.1% 10 yr+ Net cash 45% Dahua: 10% H1 Growth and a 43% Gross Margin Are Real, but CNY 15.72 Sits Above Conservative Value While FCC Component Rules and a CNY 8.568bn Inventory Build Leave No Margin of Safety17 de setembro de 2026 · Hold FY2025
286 Valmet Oyj VALMT · HE $5.2B
70/100 Forte
41/100 15.0%low 9.3% 10 yr+ 0.3× 24% Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced2 de setembro de 2026 · Hold FY2025
287 Science Applications International Corporation Common Stock SAIC · EUA $5.0B
70/100 Forte
31/100 24.3%low 9.1% 10 yr+ 1.7× 11% SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value26 de agosto de 2026 · Hold FY2026
288 Auras Technology Co Ltd 3324 · TWO $3.3B
70/100 Forte
50/100 21.2%low 10.1% 10 yr+ Net cash 20% Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack20 de junho de 2026 · Hold FY2025
289 Walmart Inc. WMT · EUA $885B
69/100 Forte
46/100 16.0%low 8.4% 10 yr+ 0.6× 25% Walmart Research from a Long-Term Owner's Perspective23 de maio de 2026 · Watch FY2026
290 Thermo Fisher Scientific Inc TMO · EUA $213B
69/100 Forte
47/100 13.3%low 8.8% 10 yr+ 0.5× 44% Thermo Fisher: A Long-Term Owner's Perspective25 de maio de 2026 · Watch FY2025
291 Eaton Corporation PLC ETN · EUA $150B
69/100 Forte
46/100 15.3%low 9.4% 10 yr+ 0.5× 40% Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety5 de agosto de 2026 · Hold FY2025
292 China Yangtze Power Co Ltd 600900 · Xangai $100B
69/100 Forte
39/100 14.7%low 10.4% 10 yr+ 1.3× 59% China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of Safety20 de agosto de 2026 · Hold FY2025
293 Woodward Inc WWD · EUA $21B
69/100 Forte
30/100 13.2%low 9.0% 10 yr+ 0.2× 25% Woodward: A Long-Term Owner's Perspective3 de junho de 2026 · Watch FY2025
294 New York Times Company NYT · EUA $12B
69/100 Forte
50/100 10.6%low 0.5% 10 yr+ Net cash 51% The New York Times: economia de pacote a valor cheio17 de junho de 2026 · Manter FY2025
295 Shenzhen Transsion Holdings Co Ltd 688036 · Xangai $10B
69/100 Forte
41/100 20.3%low 3.2% 10 yr+ Net cash 21% Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value27 de agosto de 2026 · Hold FY2025
296 InterDigital Inc IDCC · EUA $7.9B
69/100 Forte
38/100 21.2%low 2.7% 10 yr+ Net cash 74% InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling16 de setembro de 2026 · Hold FY2025
297 MSA Safety MSA · EUA $7.3B
69/100 Forte
44/100 14.7%low 2.6% 10 yr+ 0.3× 45% MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy Ceiling17 de setembro de 2026 · Hold FY2025
298 Morgan Stanley MS · EUA $331B
68/100 Forte
46/100 11.1%low 7.9% 10 yr+ Net cash 77% Morgan Stanley Deep Value Investment Research Report25 de maio de 2026 · Watch FY2025
299 Charles Schwab Corp SCHW · EUA $183B
68/100 Forte
44/100 13.7%low 5.9% 10 yr+ Net cash 90% Charles Schwab: A Long-Term Owner's Perspective25 de maio de 2026 · Watch FY2025
300 Schneider Electric S.E. SU · Paris $176B
68/100 Forte
45/100 12.5%low 8.5% 10 yr+ 0.6× 40% Schneider Electric (SU.PA) Zen Horizon Research Report5 de junho de 2026 · Watch FY2025