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. Отфильтровано по score tier "Элита", market "US", market cap "Mega ≥$200B": 20 match(сбросить фильтры).

# Тикер Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Отчёт FY
1 Visa Inc. Class A V · США $684B
95/100 Элита
49/100 35.7%low 18.2% 10 yr+ 0.1× 81% Visa Inc. Long-Term Business Owner Research25 мая 2026 г. · Watch FY2025
2 KLA Corporation KLAC · США $239B
93/100 Элита
52/100 55.9%low 44.2% 10 yr+ 0.2× 61% KLA Corporation: A Deep Value Investment Analysis22 мая 2026 г. · Watch FY2026
3 ASML Holding NV ADR ASML · США $626B
92/100 Элита
55/100 36.5%low 15.9% 10 yr+ Net cash 49% ASML Holding N.V.: A €43–45bn Guidance Reset, 38x Forward Earnings, and No Conservative Margin of Safety11 августа 2026 г. · Hold FY2025
4 Applied Materials Inc AMAT · США $403B
92/100 Элита
48/100 38.9%low 23.8% 10 yr+ Net cash 46% Applied Materials Deep Value Investment Research21 мая 2026 г. · Watch FY2025
5 Microsoft Corporation MSFT · США $3.5T
91/100 Элита
67/100 34.6%low 20.0% 10 yr+ 0.1× 68% Microsoft: Azure Demand Is Real and the Moat Is Intact, but 393 USD Already Prices a Clean Conversion of the 190 Billion USD Capex Wave29 июля 2026 г. · Hold FY2026
6 Lam Research Corp LRCX · США $367B
90/100 Элита
49/100 48.3%low 24.3% 10 yr+ Net cash 47% Lam Research from a Long-Term Business Owner's Perspective22 мая 2026 г. · Watch FY2026
7 American Express Company AXP · США $227B
89/100 Элита
46/100 27.8%low 13.6% 10 yr+ 0.3× 87% American Express Closed-Loop Payments Platform Research23 мая 2026 г. · Watch FY2025
8 Arista Networks ANET · США $227B
88/100 Элита
56/100 24.1%low 15.3% 10 yr+ Net cash 64% Arista Networks: долгосрочное исследование лидера в коммутаторах для дата-центров23 мая 2026 г. · Наблюдать FY2025
9 Cisco Systems Inc CSCO · США $457B
87/100 Элита
45/100 22.4%low 0.3% 10 yr+ 0.3× 63% Cisco Systems: A Value-Investing Deep Dive22 мая 2026 г. · Watch FY2025
10 Costco Wholesale Corp COST · США $422B
87/100 Элита
45/100 25.4%low 19.5% 10 yr+ Net cash 13% Costco: A Deep-Dive Value Investing Analysis21 мая 2026 г. · Watch FY2025
11 Mastercard Inc MA · США $502B
86/100 Элита
49/100 60.0%low 60.0% 10 yr+ 1.0× 77% Mastercard Deep Value Investment Research25 мая 2026 г. · Watch FY2025
12 Alphabet Inc Class C GOOG · США $4.4T
85/100 Элита
65/100 21.7%low 8.3% 10 yr+ Net cash 57% Alphabet: Search and Cloud Are Both Accelerating, but a 200 Billion Dollar Build Has Turned Free Cash Flow Negative and 333.68 Dollars Already Prices In the Base Case31 июля 2026 г. · Hold FY2025
13 Meta Platforms Inc. META · США $1.4T
84/100 Элита
56/100 24.3%low 17.3% 10 yr+ 0.0× 82% Meta Platforms: Revenue Grew 28% While Free Cash Flow Fell to 784 Million Dollars, and 556.71 Dollars Buys the Base Case With No Margin of Safety1 августа 2026 г. · Hold FY2025
14 UnitedHealth Group Incorporated UNH · США $376B
84/100 Элита
43/100 21.4%low 12.8% 10 yr+ 0.5× 23% UnitedHealth Group (UNH): A Deep-Dive Value Investing Study25 мая 2026 г. · Watch FY2025
15 Procter & Gamble Company PG · США $335B
84/100 Элита
44/100 26.6%low 8.3% 10 yr+ 0.4× 50% P&G Deep-Dive Value Research Report25 мая 2026 г. · Watch FY2026
16 Apple Inc. AAPL · США $4.5T
83/100 Элита
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 августа 2026 г. · Hold FY2025
17 Taiwan Semiconductor Manufacturing TSM · США $2.1T
82/100 Элита
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 июля 2026 г. · Hold FY2025
18 Johnson & Johnson JNJ · США $618B
82/100 Элита
48/100 25.5%low 2.2% 10 yr+ 0.3× 69% Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap25 мая 2026 г. · Watch FY2025
19 Texas Instruments Incorporated TXN · США $252B
82/100 Элита
49/100 46.2%low 28.4% 10 yr+ 0.6× 63% Texas Instruments Analog and Embedded Processors Research23 мая 2026 г. · Watch FY2025
20 NVIDIA Corporation NVDA · США $4.9T
81/100 Элита
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 июля 2026 г. · Hold FY2026

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.