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 "Слабый", market cap "Mid $2–10B", profit streak "≥5 yr": 20 match(сбросить фильтры).

# Тикер Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Отчёт FY
1 Ryder System Inc R · США $9.8B
34/100 Слабый
13.6%low -5.4% 5 yr 2.8× 20% FY2025
2 Macy’s Inc M · США $6.5B
34/100 Слабый
0.9%low -154.5% 5 yr 0.8× 39% FY2026
3 Hubei Dinglong Chemical 300054 · Шэньчжэнь $8.4B
33/100 Слабый
6.9%low -4.5% 5 yr 0.1× 38% FY2025
4 Asia Potash International Investment Guangzhou Co Ltd 000893 · Шэньчжэнь $6.3B
33/100 Слабый
5.5%low -19.0% 8 yr 0.1× 43% FY2025
5 NewJersey Resources Corporation NJR · США $5.8B
33/100 Слабый
12.2%low 7.2% 10 yr+ 1.6× 13% FY2025
6 Guangzhou Friendship Group Co Ltd 000987 · Шэньчжэнь $5.5B
33/100 Слабый
8.5%low 2.8% 10 yr+ 0.7× 52% FY2025
7 Churchill Downs Incorporated CHDN · США $5.9B
31/100 Слабый
34.6%low -22.3% 5 yr 4.9× 29% FY2025
8 Henan Zhongfu Industrial Co Ltd 600595 · Шанхай $3.8B
31/100 Слабый
-14.7%low -109.1% 5 yr 0.0× 13% FY2025
9 United Parks & Resorts Inc PRKS · США $2.1B
31/100 Слабый
12.2%low -13.6% 5 yr 61% FY2025
10 Luckin Coffee LKNCY · США $9.3B
28/100 Слабый
-12.0%low -71.6% 5 yr Net cash 13% FY2025
11 National Fuel Gas Company NFG · США $7.8B
28/100 Слабый
10.9%low -19.1% 5 yr 0.9× 43% FY2025
12 Vista Oil Gas ADR VIST · США $7.6B
28/100 Слабый
17.7%low -20.2% 5 yr 1.1× 38% FY2025
13 Archrock Inc AROC · США $6.3B
25/100 Слабый
5.4%low -8.0% 5 yr 1.6× 48% FY2025
14 EPR Properties EPR · США $4.8B
25/100 Слабый
6.5%low -5.0% 5 yr 1.3× 87% FY2025
15 SkyWest Inc SKYW · США $4.2B
22/100 Слабый
8.1%low -12.0% 5 yr 0.6× 21% FY2025
16 Range Resources Corp RRC · США $9.4B
21/100 Слабый
-5.7%low -73.1% 5 yr 0.3× 26% FY2025
17 Matador Resources Company MTDR · США $6.2B
21/100 Слабый
9.3%low -39.2% 5 yr 0.6× 42% FY2025
18 Textainer Group Holdings Ltd TGH · США $2.1B
20/100 Слабый
7.8%low -4.5% 7 yr 2.5× 33% FY2023
19 Trinity Industries Inc TRN · США $2.5B
16/100 Слабый
9.4%low -7.3% 5 yr 4.9× 23% FY2025
20 Kinetik Holdings Inc KNTK · США $8.5B
13/100 Слабый
7.4%low -29.7% 5 yr 25% 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.