Blog
Deep dives into stocks that pass (or fail) Buffettology criteria — analysis, data, and investing insights.
Defense's Biggest Name Has a Surprising Buffett Score: Lockheed Martin's 5/9
With a $194 billion backlog and near-monopoly status on the F-35, Lockheed Martin seems like a Buffett dream. The Buffettology scorecard tells a more complicated story — a 5/9 that reveals real strengths and real cracks.
Northrop Grumman's $95 Billion Backlog and the One Buffett Box It Can't Check
NOC scores 8/9 on the Buffettology scorecard with a record $95.7B backlog and 25% return on equity. But one structural trait of defense contracting keeps it from a perfect score.
Everyone Wants Defense Stocks — But Does RTX Pass Buffett's Test?
RTX has a record $268 billion backlog, three dominant aerospace and defense franchises, and $7.9 billion in free cash flow — yet it still misses half of Buffett's nine criteria. Here's why.
Atlassian Has $1.3 Billion in Free Cash Flow — So Why Only 5/9 on Buffett's Scorecard?
Atlassian's stock has fallen more than 70% from its peak, yet the company still generates $1.28 billion in free cash flow on an 84% gross margin. Its 5/9 Buffettology score tells a nuanced story about what the framework rewards — and what it still demands.
Cloudflare Powers 20% of the Internet — So Why Only 4/9 on Buffett's Scorecard?
Cloudflare routes traffic for roughly 20% of the internet and carries a 74% gross margin — but still scores only 4/9 on Buffett's framework. The gap between business quality and investment merit is rarely this instructive.
Everyone Owns META — But Does It Pass Buffett's Test?
Meta Platforms earns a perfect 9/9 Buffettology score — driven by an 82% gross margin, 30.6% ROE, and 134.6% five-year earnings growth. Here's whether the AI supercycle thesis holds up under Buffett's lens.
NerdWallet Has Zero Debt and a 91% Gross Margin — So Why Is the Stock So Cheap?
NerdWallet carries zero debt, earns a 91.6% gross margin, and trades at an 8% earnings yield — yet almost nobody talks about it. Here's what the Buffettology framework reveals about this overlooked fintech.
Gaming's Silent Landlord: What Buffett's Framework Reveals About VICI Properties
VICI Properties earns a 6/9 Buffettology score by combining 70%+ net margins, conservative debt, and a simple triple-net lease model — but sub-threshold ROE and ROIC, plus a growing share count, keep it from the top tier.