Top stocks ranked by Buffett-Fit composite score within 24 GICS industries - semiconductors, biotech, banks, defense, energy, REITs, and more. Each ranking is computed daily from the same fundamentals that drive every verdict on invest-like.
Chips, foundries, fabless designers, and equipment makers. The most cyclical tech industry - but home to some of the highest-moat businesses ever built (TSMC, ASML, NVIDIA).
SaaS, vertical software, productivity tools. The highest-margin business model in the public-equity universe when scale + retention compound - 80%+ gross margins are routine.
Cloud platforms, databases, security, DevOps tooling. Stickier than application software once embedded - switching out an infrastructure layer is months of engineering work.
Consulting, managed services, IT outsourcing - Accenture, Infosys, TCS, Cognizant, IBM. People-intensive, but the best operators monetise IP + delivery scale.
Drug developers, gene therapy, mRNA platforms, diagnostics. Binary outcomes - patent + FDA risk dominate. Average ROIC negative because most pre-revenue names burn cash; the few winners compound aggressively.
Medtronic, Stryker, Boston Scientific, Intuitive Surgical, Abbott Labs. Switching costs + regulatory + brand moats compound in surgical instruments + implantable devices - the original 'razor-blade' healthcare model.
Specialty and generic pharma - Teva, Mylan, Sun Pharma + branded specialty names. Patent-cliff exposure dominates valuation; the best operators replace expiring revenue with M&A or pipeline launches faster than the cliff erodes them.
Local + regional deposit-taking banks. Quality varies enormously by management and credit discipline; most are commodities. The best regionals compound at 12-15% for decades - but the failures are total.
Money-center and large diversified banks - JPMorgan, Bank of America, Wells Fargo, Citi. Buffett's classic financial holdings, with deposit-franchise moats that smaller regionals can't match.
Auto, home, commercial property & casualty insurance. The 'float' business model Buffett built Berkshire on - collect premiums today, pay claims later, earn returns on the gap.
Life, annuity, and long-tail insurance. Longer-duration float than P&C but more interest-rate sensitive; reserves can be opaque.
Payment networks (Visa, Mastercard), consumer credit, payment processors. Some of the strongest network-effect moats in the financial sector - payment networks have effectively zero marginal cost on incremental transactions.
Mutual funds, ETFs, hedge funds, RIAs. Highest-ROIC business in finance when assets compound + fees are sticky - but vulnerable to passive-investing fee compression.
Defense primes (Lockheed, Northrop, RTX, General Dynamics) + commercial aerospace (Boeing, Airbus suppliers). Multi-decade contract visibility + regulatory + technical moats - the original wide-moat industrial cohort.
Caterpillar, Deere, Cummins, Parker Hannifin, Illinois Tool Works. Cyclical demand + capital-intensive - but the best operators (TransDigm, Watts Water, Roper) compound at software-like rates.
Upstream oil + gas - exploration and production. Commodity-price-driven, the most cyclical major-cap industry. Reserves replacement, breakeven cost per barrel, and capital discipline distinguish survivors from cyclical roadkill.
Pipelines, storage, processing. Toll-road economics - fixed-fee contracts insulate cash flows from commodity volatility. Buffett's classic safe-energy play (BNSF, MidAmerican Energy).
Category-specialist retailers - Home Depot, Lowe's, AutoZone, O'Reilly, Tractor Supply, Ulta. Buffett's specialty-retail darlings combine pricing power + scale + niche dominance.
QSR chains + casual dining - McDonald's, Chipotle, Starbucks, Yum, Domino's, Restaurant Brands. Franchise economics + brand pricing power create some of the strongest moats in consumer.
Wireless and wireline carriers - Verizon, AT&T, T-Mobile + global majors. Capital-intensive, dividend-driven holdings; thin moats but predictable cash flows.
Search + social + ad-driven platforms - Alphabet, Meta, Pinterest, Snap. Network-effect moats at global scale + capital-light economics drive some of the highest-ROIC businesses in the public market.
Warehouse, logistics, data center REITs - Prologis, Digital Realty, Equinix, Rexford. E-commerce tailwind + AI-driven datacenter capex have made these the highest-quality REIT cohort.
Shopping centers, regional malls, strip centers - Realty Income, Federal Realty, Simon Property. Triple-net-lease structures + creditworthy tenants drive predictable dividend coverage.