Warren Buffett — Quality Compounder
What it finds: Wide-moat compounders with consistent high returns on equity, healthy margins, and conservative balance sheets — the kind of durable franchises Buffett favors at Berkshire. • Source: Berkshire Hathaway annual letters & Mary Buffett's 'Buffettology'. • Typical trigger: ROE ≥ 15%, D/E ≤ 0.5, net margin ≥ 10%, quality score ≥ 65.
Warren Buffett — Berkshire Hathaway annual letters (1965-present) and Mary Buffett, 'Buffettology' (1997). Wide-moat / quality-compounder framework.
Filter breakdown
- Return on equity 15%+
- Debt to equity up to 0.5
- Net margin 10%+
- Company quality score 65+
- $10M+ a day
- Price $10+ in US dollars (outside the US, companies worth $2B+ pass)
- Sorted by company quality score, highest first
How to use this screen
Click Apply this screen to open the Screener pre-loaded with these filters. Re-rank the results by your preferred metric (Stockscore, Master Rank, RS Rank), then open any ticker for the full chart, factor breakdown, options-sentiment overlay and insider-buying history.
Screens are deterministic snapshots. They recompute every market day against the latest factor table. Save a copy in the Screener to tune thresholds for your own playbook.
Related screens in Long
Joseph Piotroski — F-Score Value
AWhat it finds: Cheap stocks (P/B ≤ 1.5, about the cheapest 30%) that pass the strictest Piotroski F-Score filter (8 or 9 of 9). Academic research shows this small subset of deep-value names dramatically outperforms the broad value universe. • Source: Piotroski (2000), 'Value Investing: The Use of Historical Financial Statement Information…'. • Typical trigger: PB ≤ 1.5, Piotroski F ≥ 8.
Benjamin Graham — Defensive Investor
AWhat it finds: Investment-grade businesses trading cheap on Graham's classic Defensive Investor checklist — modest PE, low PB, real dividend, strong current ratio, and conservative leverage. • Source: 'The Intelligent Investor' (1949), Chapter 14. • Typical trigger: PE ≤ 15, PB ≤ 1.5, yield ≥ 2%, current ratio ≥ 2, D/E ≤ 1. Financial companies (banks, insurers, asset managers) are left out: their current ratios mean nothing.
Novy-Marx — Gross Profitability
AWhat it finds: Highly gross-profitable franchises — Novy-Marx's seminal 'gross profits / assets' factor expressed via 40%+ gross margins and elite composite quality score. • Source: Novy-Marx (2013), 'The Other Side of Value: The Gross Profitability Premium', Journal of Financial Economics. • Typical trigger: Gross margin ≥ 40%, quality score ≥ 70. Banks and insurers are left out, as in the study, because they have no cost of goods.