All ideas
20 companies matchUpdated with our data, free, no account

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.

Figure

Moat score across the top 12 matches

GOOGL84.0ULVR.L83.0BRK.B78.0KO81.0JNJ76.0DGE.L80.0PEP79.0UNH73.0NPN.JO74.0MRK75.0SHP.JO74.0FSR.JO72.0Longer bar is better

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.

Figure

What this screen is really buying

Consumer
6
Financials
6
Healthcare
4
Technology
2
Communications
1
Industrials
1

The matches are spread across sectors, which means the screen is selecting on the characteristic it claims to and not accidentally on an industry.

CompanyPriceRating
GOOGL
Alphabet Inc.
$178.9076
ULVR.L
Unilever
£46.0069
BRK.B
Berkshire Hathaway
$444.1072
KO
Coca-Cola Co.
$63.2067
JNJ
Johnson & Johnson
$146.2070
DGE.L
Diageo
£24.1066
PEP
PepsiCo Inc.
$145.0066
UNH
UnitedHealth Group
$492.1071
NPN.JO
Naspers
R4,310.0068
MRK
Merck & Co.
$82.0066
SHP.JO
Shoprite Holdings
R296.0067
FSR.JO
FirstRand
R78.4068
JPM
JPMorgan Chase
$198.7069
GSK.L
GSK plc
£14.6068
QCOM
Qualcomm Inc.
$165.0066
BATS.L
British American Tobacco
£31.2066
CAT
Caterpillar Inc.
$337.6068
SBK.JO
Standard Bank Group
R236.0067
DSY.JO
Discovery Ltd
R186.0065
HSBA.L
HSBC Holdings
£7.1066

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.