Quality at a fair price
Good businesses, not cheap ones. A wide moat and a strong rating, at a multiple that has not run away.
This is a screen, a live list of everything that passes the test in the sidebar. For six specific names argued case by case, with the risk stated in the same breath, see the dashboard AI Picks.
Moat score across the top 12 matches
Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of moat score separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.
What this screen is really buying
The matches are spread across sectors, which means the screen is selecting on the characteristic it claims to and not accidentally on an industry.
| Company | Price | P/E | Yield | Moat | Rating |
|---|---|---|---|---|---|
GOOGL Alphabet Inc. | $178.90 | 24.3 | 0.4% | 84 | 76 |
ULVR.L Unilever | £46.00 | 20.0 | 3.2% | 83 | 69 |
BRK.B Berkshire Hathaway | $444.10 | 9.8 | 0 | 78 | 72 |
KO Coca-Cola Co. | $63.20 | 24.5 | 3.1% | 81 | 67 |
JNJ Johnson & Johnson | $146.20 | 14.7 | 3.4% | 76 | 70 |
DGE.L Diageo | £24.10 | 17.0 | 3.4% | 80 | 66 |
PEP PepsiCo Inc. | $145.00 | 22.0 | 3.5% | 79 | 66 |
UNH UnitedHealth Group | $492.10 | 17.9 | 1.6% | 73 | 71 |
NPN.JO Naspers | R4,310.00 | 24.0 | 0.5% | 74 | 68 |
MRK Merck & Co. | $82.00 | 17.0 | 3.5% | 75 | 66 |
SHP.JO Shoprite Holdings | R296.00 | 22.0 | 2.3% | 74 | 67 |
FSR.JO FirstRand | R78.40 | 11.0 | 4.5% | 72 | 68 |
JPM JPMorgan Chase | $198.70 | 11.6 | 2.3% | 70 | 69 |
GSK.L GSK plc | £14.60 | 9.5 | 4.0% | 71 | 68 |
QCOM Qualcomm Inc. | $165.00 | 16.0 | 2.0% | 72 | 66 |
BATS.L British American Tobacco | £31.20 | 9.0 | 8.0% | 72 | 66 |
CAT Caterpillar Inc. | $337.60 | 16.2 | 1.6% | 67 | 68 |
SBK.JO Standard Bank Group | R236.00 | 9.5 | 5.2% | 68 | 67 |
DSY.JO Discovery Ltd | R186.00 | 15.0 | 1.2% | 70 | 65 |
HSBA.L HSBC Holdings | £7.10 | 8.5 | 5.8% | 66 | 66 |
Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.