Top 50 ranked by Buffett-Fit
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
SaaS, vertical software, productivity tools. The highest-margin business model in the public-equity universe when scale + retention compound - 80%+ gross margins are routine.
Industry leader
Fair Isaac Corporation FICO
Buffett-Fit: 85/100
The Application Software moat is built on switching costs + recurring revenue. Net-revenue-retention above 110% means existing customers expand faster than churn - the math of a compounder. Sustained ROIC above 25% plus FCF margins above 25% is the Buffett-quality threshold. Watch the rule-of-40 (growth + FCF margin) as the single quality + growth composite.
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.
