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 score tier "Excepcional", market "Europe (incl. UK)", Has report: 22 match(limpar filtros).

# Ativo Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Relatório FY
1 AJ Bell plc AJB · LSE $2.9B
97/100 Excepcional
49/100 35.9%low 24.8% 10 yr+ Net cash 100% AJ Bell: Reconstructed FY2025 Client-Cash Interest of £136.5m Nearly Equals £137.8m Group PBT, H1 Revenue Margin Expanded to 33.4 Basis Points Instead of Compressing, and £6.18 Leaves No Margin of Safety16 de agosto de 2026 · Hold FY2025
2 Games Workshop Group PLC GAW · LSE $8.0B
94/100 Excepcional
42/100 57.4%low 48.6% 10 yr+ Net cash 70% Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence26 de junho de 2026 · Hold FY2026
3 Hermes International SCA RMS · Paris $173B
93/100 Excepcional
52/100 24.9%low 18.8% 10 yr+ Net cash 68% Hermès International SCA: A 41% Operating Margin Meets 6.1% Constant-Currency Growth, and EUR 1,475 Sits 18-31% Above the Conservative Value8 de setembro de 2026 · Hold FY2025
4 Roche Holding AG ROG · SW $326B
92/100 Excepcional
36/100 39.6%low 26.1% 10 yr+ 0.5× 72% Roche Zen Horizon Framework Deep Dive: A Diagnostics and Pharma Giant Past the Patent Cliff, with a Fair Price and Debated Growth5 de junho de 2026 · Hold FY2025
5 Epiroc AB (publ) EPI-A · ST $32B
89/100 Excepcional
43/100 25.3%low 20.4% 10 yr+ 0.2× 37% Epiroc AB: Q2 2026 Equipment Orders Grew 30% Organically While Large Orders Above MSEK 150 Jumped to MSEK 720 From MSEK 230, and Class A at SEK 263.30 Sits Inside the SEK 250-275 Base Range10 de setembro de 2026 · Hold FY2025
6 LOréal S.A. OR · Paris $222B
88/100 Excepcional
46/100 16.5%low 12.3% 10 yr+ 0.1× 73% L’Oréal: Record First-Half Margins and a Broad-Based Recovery, but 30 Times Earnings Already Prices In the China and Gucci Upside5 de agosto de 2026 · Hold FY2025
7 Novo Nordisk A/S NOVO-B · CO $210B
88/100 Excepcional
52/100 59.3%low 52.8% 10 yr+ 0.5× 84% Novo Nordisk: A Long-Term Owner's Perspective17 de maio de 2026 · Watch FY2025
8 Belimo Holding BEAN · SW $13B
88/100 Excepcional
57/100 22.5%low 17.7% 10 yr+ Net cash 44% Belimo Holding: Um Compounder Premium de HVAC Precificado para uma Longa Trajetória de Resfriamento de IA27 de junho de 2026 · Observar FY2025
9 Atlas Copco AB Series A ATCO-A · ST $105B
87/100 Excepcional
47/100 30.6%low 22.5% 10 yr+ 0.2× 41% Atlas Copco AB: Q2 2026 Group Orders Grew 26% Organically at a 1.13x Book-to-Bill, and SEK 208.80 Sits 34% Above the SEK 156 Conservative Value9 de setembro de 2026 · Hold FY2025
10 KONE Oyj KNEBV · HE $28B
87/100 Excepcional
46/100 31.8%low 27.3% 10 yr+ Net cash 29% KONE Oyj: 1.8 Million Units of Recurring Service, and a EUR 29.4bn Bet on Scale11 de agosto de 2026 · Hold FY2025
11 Givaudan SA GIVN · SW $38B
86/100 Excepcional
45/100 20.9%low 17.9% 10 yr+ 0.8× 42% Givaudan SA (GIVN.SW) Zen Horizon Research Report8 de junho de 2026 · Watch FY2025
12 BE Semiconductor Industries NV BESI · Amsterdã $24B
86/100 Excepcional
48/100 35.2%low 19.0% 10 yr+ Net cash 59% In-Depth Value Analysis of Besi, a Back-End Advanced Packaging Equipment Leader4 de junho de 2026 · Watch FY2025
13 Industria de Diseno Textil SA ITX · MC $183B
85/100 Excepcional
42/100 23.9%low 7.6% 10 yr+ Net cash 56% Inditex: A Productivity Compounder Meets Its Valuation Test8 de setembro de 2026 · Hold FY2026
14 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
15 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
16 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
17 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
18 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
19 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
20 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
21 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
22 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

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.