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 "Слабоватый", market "US", profit streak "≥7 yr": 53 match(сбросить фильтры).

# Тикер Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Отчёт FY
1 Johnson Controls International PLC JCI · США $89B
49/100 Слабоватый
8.7%low -3.4% 9 yr 0.8× 33% FY2025
2 Charter Communications Inc CHTR · США $20B
49/100 Слабоватый
25.0%low 3.4% 10 yr+ 6.0× 37% FY2025
3 Cal-Maine Foods Inc CALM · США $4.1B
49/100 Слабоватый
14.6%low -8.8% 9 yr Net cash 22% FY2026
4 Federal Agricultural Mortgage Corporation AGM · США $2.5B
49/100 Слабоватый
12.8%low 10.9% 10 yr+ 7.2× 67% FY2025
5 REX American Resources Corporation REX · США $1.4B
49/100 Слабоватый
8.5%low 0.8% 10 yr+ Net cash 10% FY2026
6 Linde plc Ordinary Shares LIN · США $221B
48/100 Слабоватый
13.9%low 4.7% 10 yr+ 0.6× 32% FY2025
7 XPO Logistics Inc XPO · США $24B
48/100 Слабоватый
18.9%low 2.6% 10 yr+ 2.4× 12% FY2025
8 UDR Inc UDR · США $14B
48/100 Слабоватый
5.2%low 1.6% 10 yr+ 1.9× 23% FY2025
9 CubeSmart CUBE · США $9.4B
48/100 Слабоватый
10.0%low 5.3% 10 yr+ 1.3× 65% FY2025
10 Skyline Corporation SKY · США $4.4B
48/100 Слабоватый
12.3%low -14.1% 7 yr Net cash 22% FY2026
11 Brixmor Property BRX · США $9.7B
47/100 Слабоватый
10.4%low 4.5% 10 yr+ 1.8× 75% FY2025
12 Voya Financial Inc VOYA · США $9.0B
47/100 Слабоватый
7.2%low -29.9% 8 yr 0.2× 67% FY2025
13 Masonite International Corp DOOR · США $2.9B
47/100 Слабоватый
11.3%low -7.3% 8 yr 1.4× 21% FY2023
14 Photronics Inc PLAB · США $1.8B
47/100 Слабоватый
8.0%low 1.8% 10 yr+ Net cash 28% FY2025
15 Atlanticus Holdings Corporation ATLC · США $1.6B
47/100 Слабоватый
21.3%low -109.7% 8 yr 9.7× 49% FY2025
16 Nextera Energy Inc NEE · США $181B
46/100 Слабоватый
13.1%low 8.0% 10 yr+ 1.7× 57% FY2025
17 Ameren Corp AEE · США $30B
46/100 Слабоватый
9.8%low 7.3% 10 yr+ 1.5× 44% FY2025
18 Virtus Investment Partners, Inc. VRTS · США $1.1B
46/100 Слабоватый
13.2%low 6.1% 10 yr+ 2.5× 62% FY2025
19 T-Mobile US Inc TMUS · США $185B
45/100 Слабоватый
11.4%low 3.7% 10 yr+ 2.0× 57% FY2025
20 Petroleo Brasileiro Petrobras SA ADR PBR · США $123B
45/100 Слабоватый
17.1%low -6.2% 8 yr 0.8× 44% FY2025
21 Wheaton Precious Metals Corp WPM · США $51B
45/100 Слабоватый
7.8%low 1.2% 10 yr+ Net cash 54% FY2025
22 Ares Management LP ARES · США $42B
45/100 Слабоватый
13.9%low 5.2% 10 yr+ 3.1× 60% FY2025
23 Nelnet Inc NNI · США $4.9B
45/100 Слабоватый
9.6%low 2.8% 10 yr+ 1.9× 67% FY2025
24 Encore Wire Corporation WIRE · США $4.6B
45/100 Слабоватый
16.1%low 5.9% 10 yr+ 19% FY2023
25 Enerpac Tool Group Corp EPAC · США $1.8B
45/100 Слабоватый
3.9%low -20.2% 7 yr 0.2× 44% FY2025
26 Site Centers Corp SITC · США $225M
45/100 Слабоватый
13.5%low -8.3% 7 yr Net cash 62% FY2025
27 United Microelectronics UMC · США $47B
44/100 Слабоватый
11.4%low 3.7% 10 yr+ Net cash 27% FY2025
28 Powell Industries Inc POWL · США $7.6B
44/100 Слабоватый
8.8%low -3.0% 7 yr Net cash 19% FY2025
29 Construction Partners Inc ROAD · США $5.8B
44/100 Слабоватый
11.3%low 4.7% 10 yr+ 1.7× 14% FY2025
30 Jefferson Capital, Inc. Common Stock JCAP · США $1.2B
44/100 Слабоватый
17.1%low -2.9% 7 yr 3.5× 87% FY2025
31 Enphase Energy Inc ENPH · США $5.0B
43/100 Слабоватый
-566.4%low -5189.4% 7 yr Net cash 37% FY2025
32 Amphastar P AMPH · США $879M
43/100 Слабоватый
10.3%low -1.7% 7 yr 0.5× 45% FY2025
33 American Electric Power Co Inc AEP · США $70B
42/100 Слабоватый
9.7%low 3.5% 10 yr+ 1.6× 28% FY2025
34 Coterra Energy Inc CTRA · США $25B
42/100 Слабоватый
13.0%low -16.2% 9 yr 0.3× 37% FY2025
35 Kinder Morgan Inc KMI · США $72B
41/100 Слабоватый
5.5%low 0.5% 10 yr+ 1.0× 50% FY2025
36 Barrick Mining Corporation B · США $63B
41/100 Слабоватый
7.5%low -20.3% 7 yr Net cash 37% FY2025
37 Costamare Inc CMRE · США $1.9B
41/100 Слабоватый
12.4%low 0.7% 10 yr+ 0.5× 45% FY2025
38 Federal Realty Investment Trust FRT · США $11B
40/100 Слабоватый
10.3%low 5.1% 10 yr+ 1.5× 62% FY2025
39 GATX Corporation GATX · США $6.4B
40/100 Слабоватый
12.8%low 7.1% 10 yr+ 2.8× 48% FY2025
40 Choice Hotels International Inc CHH · США $5.1B
40/100 Слабоватый
-20.5%low -131.7% 10 yr+ 11.5× 46% FY2025
41 Saul Centers Inc BFS · США $1.2B
40/100 Слабоватый
12.0%low 0.7% 10 yr+ 5.2× 70% FY2025
42 Corning Incorporated GLW · США $119B
39/100 Слабоватый
8.6%low -3.2% 8 yr 0.7× 35% FY2025
43 Agnico Eagle Mines Limited AEM · США $75B
39/100 Слабоватый
7.0%low -7.2% 7 yr Net cash 34% FY2025
44 Gold Fields Ltd ADR GFI · США $30B
39/100 Слабоватый
13.4%low -12.9% 7 yr 0.2× 34% FY2025
45 Leonardo DRS, Inc. Common Stock DRS · США $12B
39/100 Слабоватый
0.5%low -46.7% 7 yr Net cash 20% FY2025
46 Willis Lease Finance Corporation WLFC · США $1.7B
39/100 Слабоватый
11.5%low 0.9% 10 yr+ 3.7× 65% FY2025
47 Dorian LPG Ltd LPG · США $2.0B
38/100 Слабоватый
9.5%low -5.6% 7 yr 0.3× 42% FY2026
48 DTE Energy Company DTE · США $30B
37/100 Слабоватый
11.1%low 9.6% 10 yr+ 2.1× 32% FY2025
49 Royal Gold Inc RGLD · США $17B
37/100 Слабоватый
5.7%low -5.4% 7 yr 0.1× 79% Углубленное исследование Royal Gold15 июня 2026 г. · Держать FY2025
50 Howmet Aerospace Inc HWM · США $113B
36/100 Слабоватый
10.1%low -18.3% 8 yr 0.4× 22% FY2025
51 St Joe Company JOE · США $3.5B
36/100 Слабоватый
9.2%low 2.3% 10 yr+ 0.3× 49% FY2025
52 Southern Company SO · США $109B
35/100 Слабоватый
10.4%low 3.4% 10 yr+ 2.0× 43% FY2025
53 FedEx Corporation FDX · США $73B
35/100 Слабоватый
14.5%low 3.0% 10 yr+ 0.9× 27% 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.