Net income is the lawyer-friendly version of profit — accountant-blessed and lawsuit-resistant. Owner earnings is what Buffett looks at: the cash you, the owner of the whole business, could actually take out without starving the business. The two numbers can diverge for years before the gap starts to matter, but when it does, it usually matters a lot.
The Two Numbers, Side by Side
The Math, in One Line
Owner Earnings ≈ Net Income + D&A − Maintenance Capex − Working Capital Investment
D&A goes back in because it is a non-cash charge — accounting's estimate of yesterday's assets wearing out. Maintenance capex comes back out because keeping the same business actually does wear out assets that have to be replaced. The two are rarely equal.
Why the Gap Matters
For a steady-state business (think a railroad or a utility), D&A and maintenance capex roughly match each year, and owner earnings ≈ net income. For an asset-heavy growing business (think semiconductor fabs), maintenance capex can dwarf D&A — net income looks healthy but owner earnings is much smaller. For an asset-light service business, the opposite holds: D&A overstates real wear-and-tear, and owner earnings can exceed net income.
The Quick Field-Test
For any company you are evaluating:
- Pull 5 years of net income, D&A, and capex.
- Estimate maintenance capex — usually around 5-year average D&A, or management's guidance if they break it out.
- Compute OE per year = NI + D&A − maintenance capex (− big working capital builds, if any).
- Compare the OE/NI ratio. If OE ≈ NI for 5 straight years, NI is a fine shortcut. If they differ by > 30% consistently in either direction, NI is misleading you.
Net Income = the lawyer view · Owner Earnings = the cash view
OE ≈ NI + D&A − maintenance capex − working capital investment
Asset-heavy growth: OE < NI · asset-light compounder: OE can exceed NI