Growth Rates — CAGR from SEC 10-K XBRL filings
Latest Metrics — SEC XBRL
Return on Equity
—
NI ÷ Equity
Return on Assets
—
NI ÷ Assets
Net Profit Margin
—
NI ÷ Revenue
Debt / Equity
—
LT Debt ÷ Equity
Buffett Quality Checklist
✗ROE >15% consistently (≥7 of last 10 years)
✗Free cash flow positive (≥8 of last 10 years)
–Conservative leverage — Debt/Equity below 1
✗Revenue growing at CAGR >5%
✗EPS growing at CAGR >5%
10-Year Financial History — SEC EDGAR 10-K Filings
BHP Group Ltd (BHP)
Verdict: PASS
This company was marked as scanned because it failed the pre-analysis qualification gate.
Reason
fundamentals below threshold
Company failed all three quantitative pre-filter scorecards.
Scorecard
- Buffett/Munger: 0/100
- Peter Lynch: 0/100
- Damodaran: 0/100
- Top score: 0/100
Failed Checks
Buffett/Munger
- FCF not consistently positive
- ROE not consistently above 15%
- Net margin not consistently above 10%
- Debt/Equity above 1.0
- Revenue CAGR 0.0% — below 5% threshold
Peter Lynch
- EPS CAGR 0.0% and Revenue CAGR 0.0% — no growth story
- Revenue CAGR 0.0% — stagnant top line
- FCF not consistently positive — earnings quality concern
Damodaran
- Insufficient data to compute ROIC
- FCF not growing — weak DCF foundation
- Revenue CAGR 0.0% — insufficient for compelling DCF narrative
Data sourced from SEC EDGAR XBRL filings (10-K only). For educational purposes — not investment advice.