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 market "US", market cap "Small <$2B", profit streak "Full 10 yr": 43 match(сбросить фильтры).

# Тикер Mkt Cap Score 10Y ROE Profit Streak Net Debt/Eq Gross Margin Отчёт FY
1 Barrett Business Services Inc BBSI · США $959M
91/100 Элита
24.9%low 17.0% 10 yr+ Net cash 21% FY2025
2 Winmark Corporation WINA · США $1.2B
88/100 Элита
60.0%low 60.0% 10 yr+ 94% FY2025
3 Sally Beauty Holdings Inc SBH · США $1.4B
84/100 Элита
44.2%low 24.4% 10 yr+ 1.8× 50% FY2025
4 Herbalife Nutrition Ltd HLF · США $1.3B
83/100 Элита
49.9%low 30.9% 10 yr+ 79% FY2025
5 Kforce Inc. KFRC · США $1.0B
83/100 Элита
35.8%low 24.8% 10 yr+ 0.6× 29% FY2025
6 Ituran Location and Control Ltd ITRN · США $1.1B
82/100 Элита
25.7%low 5.3% 10 yr+ Net cash 49% FY2025
7 Revolve Group LLC RVLV · США $1.8B
81/100 Элита
18.8%low 5.7% 10 yr+ Net cash 52% FY2025
8 Carter’s Inc CRI · США $1.4B
81/100 Элита
26.8%low 9.9% 10 yr+ 0.8× 45% FY2025
9 Turning Point Brands Inc TPB · США $1.4B
80/100 Элита
29.1%low 10.4% 10 yr+ 0.2× 50% FY2025
10 Bellring Brands LLC BRBR · США $1.4B
80/100 Элита
42.5%low 19.2% 10 yr+ 33% FY2025
11 John B Sanfilippo & Son Inc JBSS · США $967M
80/100 Элита
18.2%low 12.1% 10 yr+ 0.3× 19% FY2025
12 Dorchester Minerals LP DMLP · США $1.3B
79/100 Сильный
40.0%low 18.5% 10 yr+ Net cash 71% FY2025
13 Evertec Inc EVTC · США $1.9B
77/100 Сильный
35.4%low 13.4% 10 yr+ 1.3× 54% FY2025
14 Xpel Inc XPEL · США $1.2B
75/100 Сильный
28.4%low 7.5% 10 yr+ Net cash 35% FY2025
15 Healthcare Services Group Inc HCSG · США $1.6B
74/100 Сильный
14.5%low 7.9% 10 yr+ Net cash 13% FY2025
16 Diamond Hill Investment Group Inc DHIL · США $473M
74/100 Сильный
28.1%low 21.0% 10 yr+ Net cash 57% FY2025
17 IDT Corporation IDT · США $1.6B
73/100 Сильный
21.3%low 0.6% 10 yr+ Net cash 23% FY2025
18 InMode Ltd INMD · США $870M
73/100 Сильный
29.9%low 3.8% 10 yr+ Net cash 83% FY2025
19 Innoviva Inc INVA · США $1.5B
70/100 Сильный
37.3%low 3.4% 10 yr+ Net cash 84% FY2025
20 CRA International Inc CRAI · США $1.2B
69/100 Сильный
15.0%low 3.7% 10 yr+ 0.5× 29% FY2025
21 Ennis Inc EBF · США $546M
68/100 Сильный
11.0%low 0.7% 10 yr+ Net cash 30% FY2026
22 Hibbett Sports Inc HIBB · США $1.0B
67/100 Сильный
20.4%low 8.3% 10 yr+ 0.8× 32% FY2024
23 Papa John's International Inc PZZA · США $984M
67/100 Сильный
31.3%low 10.2% 10 yr+ 22% FY2025
24 The Wendy’s Co WEN · США $1.4B
65/100 Сильный
43.0%low 21.4% 10 yr+ 32.7× 36% FY2025
25 Alexanders Inc ALX · США $1.3B
65/100 Сильный
25.9%low 8.4% 10 yr+ 7.5× 67% FY2025
26 G Willi-Food International Ltd WILC · США $373M
65/100 Сильный
12.4%low 2.8% 10 yr+ Net cash 28% FY2025
27 Koppers Holdings Inc KOP · США $943M
63/100 Средний
28.7%low 9.8% 10 yr+ 1.7× 20% FY2025
28 Apogee Enterprises Inc APOG · США $826M
62/100 Средний
13.4%low 0.9% 10 yr+ 0.5× 24% FY2026
29 Lindsay Corporation LNN · США $1.1B
60/100 Средний
11.0%low 0.8% 10 yr+ Net cash 29% FY2025
30 Criteo Sa CRTO · США $1.1B
60/100 Средний
8.9%low 0.9% 10 yr+ Net cash 40% FY2025
31 RMR Group Inc RMR · США $325M
60/100 Средний
24.4%low 7.7% 10 yr+ 0.6× 49% FY2025
32 Carriage Services Inc CSV · США $599M
59/100 Средний
16.0%low 5.3% 10 yr+ 2.2× 32% FY2025
33 UFP Technologies Inc UFPT · США $2.0B
58/100 Средний
11.9%low 7.0% 10 yr+ 0.3× 26% FY2025
34 Standard Motor Products Inc SMP · США $867M
58/100 Средний
10.5%low 6.0% 10 yr+ 1.0× 29% FY2025
35 Oil-Dri Corporation Of America ODC · США $1.4B
57/100 Средний
11.1%low 3.8% 10 yr+ 0.0× 26% FY2025
36 Village Super Market Inc VLGEA · США $651M
57/100 Средний
8.9%low 5.9% 10 yr+ 0.5× 28% FY2025
37 Brightsphere Investment Group Inc BSIG · США $983M
52/100 Средний
53.2%low 5.6% 10 yr+ 5.0× 38% FY2023
38 REX American Resources Corporation REX · США $1.4B
49/100 Слабоватый
8.5%low 0.8% 10 yr+ Net cash 10% FY2026
39 Photronics Inc PLAB · США $1.8B
47/100 Слабоватый
8.0%low 1.8% 10 yr+ Net cash 28% FY2025
40 Virtus Investment Partners, Inc. VRTS · США $1.1B
46/100 Слабоватый
13.2%low 6.1% 10 yr+ 2.5× 62% FY2025
41 Costamare Inc CMRE · США $1.9B
41/100 Слабоватый
12.4%low 0.7% 10 yr+ 0.5× 45% FY2025
42 Saul Centers Inc BFS · США $1.2B
40/100 Слабоватый
12.0%low 0.7% 10 yr+ 5.2× 70% FY2025
43 Willis Lease Finance Corporation WLFC · США $1.7B
39/100 Слабоватый
11.5%low 0.9% 10 yr+ 3.7× 65% 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.