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 cap "Mid $2–10B", Has report: 18 match(сбросить фильтры).

# Тикер Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Отчёт FY
1 AJ Bell plc AJB · LSE $2.9B
97/100 Элита
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 августа 2026 г. · Hold FY2025
2 Federated Investors Inc B FHI · США $4.6B
96/100 Элита
40/100 28.6%low 22.9% 10 yr+ Net cash 68% Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero16 августа 2026 г. · Hold FY2025
3 Paycom Software, Inc. PAYC · США $7.6B
95/100 Элита
47/100 28.8%low 21.9% 10 yr+ Net cash 84% Paycom Software: Has Automation Repaired the Growth Engine, and Is That Already Priced?7 августа 2026 г. · Hold FY2025
4 WD-40 Company WDFC · США $3.0B
95/100 Элита
43/100 36.0%low 30.2% 10 yr+ 0.1× 54% WD-40 Company: A Seven-Decade Brand, a Borrowed Quarter, and No Margin of Safety17 августа 2026 г. · Hold FY2025
5 National Beverage Corp FIZZ · США $3.0B
95/100 Элита
39/100 41.0%low 28.7% 10 yr+ Net cash 37% National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the Year17 августа 2026 г. · Hold FY2026
6 Games Workshop Group PLC GAW · LSE $8.0B
94/100 Элита
42/100 57.4%low 48.6% 10 yr+ Net cash 70% Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence26 июня 2026 г. · Hold FY2026
7 Exponent Inc EXPO · США $3.2B
94/100 Элита
46/100 26.7%low 22.8% 10 yr+ Net cash 60% Exponent: A PhD-Dense Expert Franchise Whose Reacceleration Is Real but Already Priced17 августа 2026 г. · Hold FY2025
8 FactSet Research Systems Inc FDS · США $9.4B
92/100 Элита
45/100 40.4%low 27.3% 10 yr+ 0.6× 53% FactSet Research Systems Deep Value Investment Research31 мая 2026 г. · Cautious Buy FY2025
9 Smith AO Corporation AOS · США $8.2B
91/100 Элита
41/100 23.4%low 13.5% 10 yr+ Net cash 39% A. O. Smith Water Heaters & Water Treatment Deep Dive23 мая 2026 г. · Watch FY2025
10 Robert Half International Inc RHI · США $3.8B
88/100 Элита
33/100 30.4%low 10.4% 10 yr+ Net cash 41% Robert Half: Staffing Turned, Protiviti Collapsed to a 2.1% Margin, and 43.22 USD Leaves No Margin of Safety15 августа 2026 г. · Hold FY2025
11 Xiamen Faratronic Co Ltd 600563 · Шанхай $4.3B
86/100 Элита
41/100 20.2%low 17.3% 10 yr+ Net cash 39% Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band13 сентября 2026 г. · Hold FY2025
12 Allison Transmission Holdings Inc ALSN · США $9.6B
84/100 Элита
43/100 49.2%low 19.9% 10 yr+ 0.8× 49% Allison Transmission: A Reassessment During the Integration Phase28 мая 2026 г. · Hold FY2025
13 Houlihan Lokey Inc HLI · США $8.8B
83/100 Элита
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 августа 2026 г. · Hold FY2026
14 Lao Feng Xiang Co Ltd A 600612 · Шанхай $2.6B
83/100 Элита
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 августа 2026 г. · Hold FY2025
15 Shandong Himile Mechanical Science & Technology Co Ltd 002595 · Шэньчжэнь $8.5B
82/100 Элита
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 августа 2026 г. · Hold FY2025
16 NewMarket Corporation NEU · США $7.8B
82/100 Элита
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 августа 2026 г. · Hold FY2025
17 Andritz AG ANDR · VI $8.6B
81/100 Элита
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 августа 2026 г. · Hold FY2025
18 Simpson Manufacturing Company Inc SSD · США $7.8B
81/100 Элита
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 августа 2026 г. · Hold 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.