Alphagbm Buffett Analysis

AlphaGBM Buffett Analysis

The 4 lenses Buffett himself says he applies, computed from yfinance fundamentals and returned as a single-number verdict plus reasoning for each lens.

The 4 Lenses

1. Business (20% weight) — circle of competence. Simple sectors (consumer

staples, utilities, industrials) score high. Complex sectors (tech, healthcare, financials) score lower unless mega-cap like AAPL.

1. Moat (30% weight) — durable advantage. Gross margin > 40%, ROE > 20%,

profit margin > 15%, and market cap > $100B each contribute to the moat score.

1. Management (15% weight) — capital allocation proxy via dividend continuity

• payout ratio (15-60% is ideal balance) + 5yr avg div yield.

1. Valuation (35% weight) — fair price check. PE 10Y treasury + 2pp → +20. PE > 40 or PEG > 2.5 → deductions.

Overall Verdict

• ≥ 75 → HOLDABLE (color green) — meets Buffett standards, long-term hold
• 55-74 → WATCHABLE (color amber) — wait for better price or clearer evidence
• ** 40%,显示定价权", "ROE 41.8% > 20%,资本效率强", "市值 $273B > $100B,规模壁垒", "净利率 22.4% > 15%,强定价权"],

"reasonsen": ["Gross margin 60.3% > 40% shows pricing power", "ROE 41.8% > 20% — strong capital efficiency", "Market cap $273B > $100B — scale moat", "Net margin 22.4% > 15% — strong pricing power"] }, "management": { "score": 80, "dividendrate": 1.94, "payoutratio": 77.0, "reasonszh": ["派息 $1.94 — 体现向股东返现意愿", "5 年平均股息率 3.1%"], "reasonsen": ["Dividend $1.94 — willingness to return cash", "5-yr avg div yield 3.1%"] }, "valuation": { "score": 45, "pe": 24.8, "forwardpe": 22.1, "peg": 3.2, "pb": 10.5, "fcfyieldpct": 3.5, "tenyeartreasury": 4.3, "reasonszh": ["FCF 收益率 3.5% < 10Y 美债 4.3%,不如债券"], "reasonsen": ["FCF yield 3.5% < 10Y 4.3% — bonds beat it"] }, "overall": { "score": 78.3, "verdict": "HOLDABLE", "verdictzh": "符合巴菲特标准 — 值得长期持有", "verdicten": "Meets Buffett standards — worth a long-term hold", "color": "green" } }, "timestamp": "2026-04-24T08:00:00" }

Pricing: 1 stock-analysis credit per call; **30-min cache** per ticker (cache hits free).

## Related Skills

| Skill | Relevance |
|-------|-----------|
| [alphagbm-stock-analysis](../alphagbm-stock-analysis/) | House G=B+M model — complementary, different weights |
| [alphagbm-company-profile](../alphagbm-company-profile/) | Deep fundamental profile once Buffett flags HOLDABLE |
| [alphagbm-investment-thesis](../alphagbm-investment-thesis/) | Turn Buffett verdict into a trackable thesis |

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## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [AlphaGBM](https://github.com/AlphaGBM)
- **Source:** [AlphaGBM/skills](https://github.com/AlphaGBM/skills)
- **License:** MIT
- **Homepage:** https://www.alphagbm.com/skills

Install and usage instructions live in the source repository linked above.