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 "US", No report yet: 43 match(limpar filtros).

# Ativo Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Relatório FY
1 MarketAxess Holdings Inc MKTX · EUA $5.7B
93/100 Excepcional
25.1%low 19.7% 10 yr+ Net cash 77% FY2025
2 SEI Investments Company SEIC · EUA $12B
92/100 Excepcional
27.0%low 21.7% 10 yr+ Net cash 60% FY2025
3 Genpact Limited G · EUA $5.1B
92/100 Excepcional
20.4%low 16.8% 10 yr+ 0.2× 36% FY2025
4 Barrett Business Services Inc BBSI · EUA $959M
91/100 Excepcional
24.9%low 17.0% 10 yr+ Net cash 21% FY2025
5 Evercore Partners Inc EVR · EUA $12B
90/100 Excepcional
28.4%low 13.7% 10 yr+ Net cash 99% FY2025
6 Chemed Corp CHE · EUA $7.1B
90/100 Excepcional
29.2%low 18.2% 10 yr+ 0.1× 33% FY2025
7 MSC Industrial Direct Company Inc MSM · EUA $6.9B
89/100 Excepcional
20.2%low 14.4% 10 yr+ 0.3× 42% FY2025
8 Gentex Corporation GNTX · EUA $5.0B
89/100 Excepcional
18.6%low 15.4% 10 yr+ Net cash 36% FY2025
9 Grand Canyon Education Inc LOPE · EUA $3.8B
89/100 Excepcional
23.3%low 16.3% 10 yr+ Net cash 52% FY2025
10 Qualys Inc QLYS · EUA $5.1B
88/100 Excepcional
24.2%low 7.4% 10 yr+ Net cash 79% FY2025
11 Cohen & Steers Inc CNS · EUA $4.2B
88/100 Excepcional
40.2%low 27.3% 10 yr+ Net cash 50% FY2025
12 Winmark Corporation WINA · EUA $1.2B
88/100 Excepcional
60.0%low 60.0% 10 yr+ 94% FY2025
13 Toro Co TTC · EUA $8.7B
87/100 Excepcional
32.6%low 21.8% 10 yr+ 0.5× 35% FY2025
14 Brady Corporation BRC · EUA $4.5B
87/100 Excepcional
14.9%low 12.1% 10 yr+ Net cash 50% FY2025
15 Karooooo Ltd KARO · EUA $2.0B
87/100 Excepcional
29.7%low 21.3% 8 yr Net cash 68% FY2026
16 General Dynamics Corporation GD · EUA $104B
86/100 Excepcional
39/100 20.9%low 15.6% 10 yr+ 0.3× 17% FY2025
17 Cognizant Technology Solutions Corp Class A CTSH · EUA $26B
86/100 Excepcional
39/100 15.9%low 12.8% 10 yr+ Net cash 37% FY2025
18 Donaldson Company Inc DCI · EUA $11B
86/100 Excepcional
26.4%low 21.0% 10 yr+ 0.3× 34% FY2025
19 YETI Holdings Inc YETI · EUA $3.7B
86/100 Excepcional
35.8%low 17.0% 10 yr+ 0.1× 53% FY2025
20 Buckle Inc BKE · EUA $2.3B
86/100 Excepcional
39.8%low 22.8% 10 yr+ 0.3× 46% FY2026
21 Ferrari NV RACE · EUA $69B
85/100 Excepcional
45.1%low 27.8% 10 yr+ 0.4× 51% FY2025
22 Logitech International SA LOGI · EUA $15B
85/100 Excepcional
27.0%low 16.1% 10 yr+ Net cash 40% FY2026
23 Vontier Corp VNT · EUA $4.5B
85/100 Excepcional
40.2%low 21.4% 10 yr+ 1.3× 45% FY2025
24 Acuity Brands Inc AYI · EUA $9.8B
84/100 Excepcional
17.1%low 11.7% 10 yr+ 0.2× 43% FY2025
25 Sally Beauty Holdings Inc SBH · EUA $1.4B
84/100 Excepcional
44.2%low 24.4% 10 yr+ 1.8× 50% FY2025
26 Lincoln Electric Holdings Inc LECO · EUA $14B
83/100 Excepcional
33.9%low 26.1% 10 yr+ 0.7× 34% FY2025
27 Western Union Co WU · EUA $2.0B
83/100 Excepcional
54.3%low 28.1% 8 yr 0.0× 39% FY2025
28 Kforce Inc. KFRC · EUA $1.0B
83/100 Excepcional
35.8%low 24.8% 10 yr+ 0.6× 29% FY2025
29 CGI Inc GIB · EUA $15B
82/100 Excepcional
18.2%low 16.1% 10 yr+ 0.4× 17% FY2025
30 Landstar System Inc LSTR · EUA $5.9B
82/100 Excepcional
30.3%low 14.5% 10 yr+ Net cash 20% FY2025
31 Trex Company Inc TREX · EUA $4.5B
82/100 Excepcional
33.1%low 18.4% 10 yr+ 0.2× 40% FY2025
32 CSG Systems International Inc CSGS · EUA $2.3B
82/100 Excepcional
20.0%low 12.4% 10 yr+ 1.4× 48% FY2025
33 Ituran Location and Control Ltd ITRN · EUA $1.1B
82/100 Excepcional
25.7%low 5.3% 10 yr+ Net cash 49% FY2025
34 Lancaster Colony Corporation LANC · EUA $4.8B
81/100 Excepcional
17.8%low 10.6% 10 yr+ Net cash 24% FY2024
35 The Marzetti Company MZTI · EUA $2.9B
81/100 Excepcional
17.7%low 10.6% 10 yr+ Net cash 24% FY2025
36 Carter’s Inc CRI · EUA $1.4B
81/100 Excepcional
26.8%low 9.9% 10 yr+ 0.8× 45% FY2025
37 Watts Water Technologies Inc WTS · EUA $12B
80/100 Excepcional
14.3%low 8.8% 10 yr+ Net cash 44% FY2025
38 Frontdoor Inc FTDR · EUA $5.1B
80/100 Excepcional
49.5%low 22.1% 10 yr+ 2.7× 47% FY2025
39 Badger Meter Inc BMI · EUA $3.9B
80/100 Excepcional
15.1%low 9.2% 10 yr+ Net cash 39% FY2025
40 Artisan Partners Asset Management Inc APAM · EUA $2.8B
80/100 Excepcional
58.6%low 45.9% 10 yr+ 0.4× 49% FY2025
41 Turning Point Brands Inc TPB · EUA $1.4B
80/100 Excepcional
29.1%low 10.4% 10 yr+ 0.2× 50% FY2025
42 Bellring Brands LLC BRBR · EUA $1.4B
80/100 Excepcional
42.5%low 19.2% 10 yr+ 33% FY2025
43 John B Sanfilippo & Son Inc JBSS · EUA $967M
80/100 Excepcional
18.2%low 12.1% 10 yr+ 0.3× 19% 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.