Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
BRC
STRONG BUYFLAGBrady Corporation · Industrials · United States · $4.5B · Avg Vol: $25M/d
Brady has Q77 M71 with a small insider purchase and an active buyback, but value at V41 is below the calibrated floor so stage one fails. Identification and labelling products with good economics at a full price.
COMPANY DESCRIPTION
Brady Corporation (BRC) is a global manufacturer of identification and protection products, offering solutions like labels, signs, safety devices, and precision die-cut materials for industrial and commercial use. The company's competitive advantage lies in its extensive product portfolio tailored for demanding environments and its specialized expertise in materials science and printing technologies. Brady maintains a strong market position by providing critical products that enhance safety, productivity, and performance across diverse industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.3B | 1.3B | 1.3B | 1.5B | 5.1% | 1.6B | 1.7B | 2.5B | 29.3% |
| EPS | 2.92 | 3.53 | 4.10 | 3.97 | 10.8% | 4.39 | 4.55 | 5.26 | 15.1% |
| Shares | 49.9M | 48.5M | 47.6M | 47.1M | -5.7% | 43.6M | — | — | — |
| Debt | 129.1M | 80.7M | 129.7M | 158.6M | 7.1% | 88.5M | — | — | — |
| Equity | 911.3M | 990.9M | 1.1B | 1.2B | 9.4% | — | — | — | — |
| Op CF | 118.4M | 209.1M | 255.1M | 181.2M | 15.2% | 223.2M | — | — | — |
| Inv CF | -43.1M | -11.2M | -81.0M | -171.3M | — | — | — | — | — |
| Fin CF | -102.1M | -163.6M | -70.5M | -83.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of BRC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BRC | Brady Corporation(you) | $4.5B | 89 | STRONG BUY |
| ADT | ADT Inc. | $5.2B | 93 | STRONG BUY |
| GEO | The GEO Group, Inc. | $4.1B | 79 | BUY |
| CXW | CoreCivic, Inc. | $3.1B | 81 | STRONG BUY |
| BCO | The Brink's Company | $5.0B | 72 | BUY |
| MSA | MSA Safety Incorporated | $6.7B | 77 | BUY |
| NSSC | Napco Security Technologies, Inc. | $1.3B | 74 | BUY |
| CIX | CompX International Inc. | $329M | 97 | STRONG BUY |
| MG | Mistras Group, Inc. | $492M | 66 | BUY |
| NL | NLI Holdings, Inc. | $284M | 74 | BUY |
Peer medians: ROE 10.7% · P/E 30.7x · Gross margin 28.6%