Brady Management
Management Kriterienprüfungen 3/4
Brady CEO ist Russell Shaller , ernannt in Apr 2022, hat eine Amtszeit von 4.08 Jahren. Die jährliche Gesamtvergütung beträgt $7.60M , bestehend aus 13.1% Gehalt und 86.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.16% der Aktien des Unternehmens, im Wert von $6.62M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.1 Jahre bzw. 7.3 Jahre.
Wichtige Informationen
Russell Shaller
Geschäftsführender
US$7.6m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 13.11% |
| Amtszeit als Geschäftsführer | 4.1yrs |
| Eigentum des Geschäftsführers | 0.2% |
| Durchschnittliche Amtszeit des Managements | 4.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.3yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 16
BRC: Future Upside Will Rely On Buybacks And Firm Earnings Guidance
Analysts have trimmed Brady's fair value estimate from $102 to $98, reflecting a slightly higher discount rate and more moderate revenue growth assumptions, which are partly offset by improved profit margin and a similar forward P/E outlook. What's in the News Brady raised the low end of its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026, to a range of $4.62 to $4.82 per share, compared with the prior range of $4.57 to $4.82 per share (Key Developments).Narrativ-Update • Apr 28
BRC: Future Upside Will Rely On Buybacks And Firm Earnings Guidance
Analysts have nudged their fair value estimate for Brady to $102, reflecting updated assumptions for revenue growth, profit margins, and a slightly different forward P/E outlook. What's in the News Brady completed a share repurchase program announced on May 26, 2022, buying a total of 4,032,609 shares, representing 8.26% of shares, for US$222.01 million (Key Developments).Seeking Alpha • Apr 21
Brady: Doubling Down With Honeywell's Productivity Business
Summary Brady Corp. announced a transformative $1.4B acquisition of Honeywell's Productivity Solutions and Services, boosting pro forma sales by 70%. The deal is attractively priced at 1.3x sales and 8x EBITDA, promising double-digit EPS accretion and manageable leverage near 2.5x EBITDA. Brady expects $25M in annual synergies by year three, with credible potential for EPS to reach $6.50, compressing the earnings multiple to 13x. Despite compelling accretion, execution risks, and the acquired unit's subpar growth profile tempering conviction, I maintain a modest long position. Read the full article on Seeking AlphaNarrativ-Update • Apr 12
BRC: Future Upside Will Rely On Ongoing Buybacks And Firm Earnings Guidance
Analysts kept their $101 price target for Brady unchanged, citing consistent assumptions regarding the discount rate, revenue growth, profit margins and future P/E as the basis for maintaining their view. What's in the News Brady repurchased 65,747 shares of its stock between November 1, 2025 and January 31, 2026, representing 0.14% of shares, for a total of US$4.91 million under its existing buyback program (company disclosure).Narrativ-Update • Mar 28
BRC: Future Upside Will Rely On Completed Buybacks And Firm Earnings Guidance
Analysts have adjusted Brady's fair value estimate to $101.00 per share, a modest change reflecting slightly higher assumed future P/E multiples, while key inputs such as growth, margins, and the discount rate remain effectively unchanged. What's in the News Brady reported that from November 1, 2025 to January 31, 2026 it repurchased 65,747 shares, about 0.14% of its shares, for US$4.91 million under its existing buyback program, bringing total repurchases under the program announced on May 26, 2022 to 4,032,609 shares, or 8.26%, for US$222.01 million (Key Developments).Narrativ-Update • Mar 13
BRC: Future Returns Will Rely On Ongoing Buybacks And Firm Earnings Guidance
Analysts kept their $101 price target for Brady unchanged, citing consistent assumptions for discount rate, revenue growth, profit margin, and future P/E that support a steady view of the stock's fair value. What's in the News Brady raised the low end of its GAAP earnings guidance range for the year ending July 31, 2026, to US$4.62 to US$4.82 per diluted Class A Nonvoting Common Share, from US$4.57 to US$4.82 per share previously (Corporate guidance filing).Narrativ-Update • Feb 27
BRC: Future Returns Will Reflect Steady Buybacks Dividends And Earnings Guidance
Analysts have nudged their price target on Brady slightly higher to $101, citing small adjustments to the discount rate, revenue growth, profit margins and future P/E assumptions that largely offset each other and keep fair value broadly unchanged. What's in the News Brady raised the low end of its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026 from $4.57 to $4.62, while keeping the high end at $4.82 per share (Corporate Guidance).Narrativ-Update • Feb 13
BRC: Future Returns Will Reflect Balanced Impact Of Buybacks And Dividends
Analysts now see Brady's fair value at $101.00, compared with the prior $95.00. This reflects updated assumptions for revenue growth, profit margins, discount rate, and future P/E expectations.Analyseartikel • Jan 06
The Returns At Brady (NYSE:BRC) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analyseartikel • Dec 24
Brady (NYSE:BRC) Has A Rock Solid Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Dec 07
Brady (NYSE:BRC) Is Due To Pay A Dividend Of $0.245
The board of Brady Corporation ( NYSE:BRC ) has announced that it will pay a dividend on the 30th of January, with...Analyseartikel • Oct 31
Are Investors Undervaluing Brady Corporation (NYSE:BRC) By 42%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brady fair value estimate is US$132 Brady is estimated to be...Analyseartikel • Oct 03
Investors Holding Back On Brady Corporation (NYSE:BRC)
There wouldn't be many who think Brady Corporation's ( NYSE:BRC ) price-to-earnings (or "P/E") ratio of 19.5x is worth...Narrativ-Update • Sep 06
I7500 Printer Launch Will Drive Customer Adoption And Efficiency Gains
Despite a notable reduction in consensus revenue growth forecasts, a slight improvement in net profit margin has contributed to the analyst price target for Brady increasing from $87.00 to $95.00. What's in the News Brady expects GAAP earnings per diluted Class A Nonvoting Common Share to rise 15.5%–23.1% to $4.55–$4.85 for the year ending July 31, 2026.Analyseartikel • Sep 05
What Does Brady Corporation's (NYSE:BRC) Share Price Indicate?
While Brady Corporation ( NYSE:BRC ) might not have the largest market cap around , it led the NYSE gainers with a...Analyseartikel • Aug 14
Is Brady (NYSE:BRC) Using Too Much Debt?
NYSE:BRC 1 Year Share Price vs Fair Value Explore Brady's Fair Values from the Community and select yours Howard Marks...Analyseartikel • Jul 07
Brady Corporation's (NYSE:BRC) Intrinsic Value Is Potentially 100% Above Its Share Price
Key Insights Brady's estimated fair value is US$139 based on 2 Stage Free Cash Flow to Equity Brady's US$69.68 share...Analyseartikel • Jun 12
Returns At Brady (NYSE:BRC) Appear To Be Weighed Down
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyseartikel • May 21
Brady Corporation (NYSE:BRC) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Last week, you might have seen that Brady Corporation ( NYSE:BRC ) released its quarterly result to the market. The...Analyseartikel • May 19
Brady (NYSE:BRC) Has Announced A Dividend Of $0.24
The board of Brady Corporation ( NYSE:BRC ) has announced that it will pay a dividend of $0.24 per share on the 31st of...Analyseartikel • May 11
Brady Corporation's (NYSE:BRC) Price Is Out Of Tune With Earnings
With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...Analyseartikel • Apr 29
We Think Brady (NYSE:BRC) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Mar 19
Is There An Opportunity With Brady Corporation's (NYSE:BRC) 42% Undervaluation?
Key Insights Brady's estimated fair value is US$124 based on 2 Stage Free Cash Flow to Equity Current share price of...Analyseartikel • Mar 03
Brady's (NYSE:BRC) Dividend Will Be $0.24
Brady Corporation ( NYSE:BRC ) will pay a dividend of $0.24 on the 30th of April. This means that the annual payment...Analyseartikel • Feb 05
There's Reason For Concern Over Brady Corporation's (NYSE:BRC) Price
It's not a stretch to say that Brady Corporation's ( NYSE:BRC ) price-to-earnings (or "P/E") ratio of 18.2x right now...Analyseartikel • Dec 17
Brady (NYSE:BRC) Ticks All The Boxes When It Comes To Earnings Growth
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Dec 05
Brady Corporation's (NYSE:BRC) Intrinsic Value Is Potentially 74% Above Its Share Price
Key Insights Brady's estimated fair value is US$132 based on 2 Stage Free Cash Flow to Equity Current share price of...Seeking Alpha • Nov 23
Brady Corporation: Bold Strategies Call For An Upgrade
Summary Emerging markets in Asia and Europe and supply chain improvements are expected to drive Brady Corporation's sales and operating margin growth. BRC's strong balance sheet, undervaluation compared to peers, and strategic initiatives justify upgrading the stock rating to "buy." BRC's low debt-to-equity ratio and consistent dividend increases highlight its commitment to maximizing shareholder returns. Read the full article on Seeking AlphaAnalyseartikel • Nov 10
Brady (NYSE:BRC) Has Some Way To Go To Become A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyseartikel • Oct 17
What Brady Corporation's (NYSE:BRC) P/E Is Not Telling You
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Neues Narrativ • Sep 24
Gravotech Integration And Global Expansion Set To Skyrocket Revenue And Enhance Shareholder Value
The integration of Gravotech and emphasis on R&D could significantly expand Brady's market reach and innovation, potentially boosting future revenue and market share.Analyseartikel • Sep 10
Analysts Have Made A Financial Statement On Brady Corporation's (NYSE:BRC) Annual Report
The full-year results for Brady Corporation ( NYSE:BRC ) were released last week, making it a good time to revisit its...Seeking Alpha • Sep 09
Brady Corporation: A Conservative Play On Global Expansion
Summary Brady Corporation's global expansion, especially with the Gravotech acquisition, and entry into new markets like India and Southeast Asia, promise healthy growth despite macroeconomic headwinds. The company’s strong cash flow, tight cost control, and strategic acquisitions make it a solid choice for conservative, buy-and-hold investors. Brady's Q4 2024 earnings showed record GAAP EPS and strong performance in the Americas and Asia, with significant growth in India and Southeast Asia. With a blended P/E ratio of 17.01x, Brady offers a defensive play with reliable, consistent performance, making it attractive to cautious investors. Read the full article on Seeking AlphaAnalyseartikel • Sep 09
Brady (NYSE:BRC) Will Pay A Dividend Of $0.24
Brady Corporation ( NYSE:BRC ) will pay a dividend of $0.24 on the 31st of October. This means that the annual payment...Analyseartikel • Aug 29
Is Now The Time To Put Brady (NYSE:BRC) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Aug 17
Is Brady (NYSE:BRC) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Aug 05
Brady Corporation's (NYSE:BRC) Intrinsic Value Is Potentially 57% Above Its Share Price
Key Insights Brady's estimated fair value is US$111 based on 2 Stage Free Cash Flow to Equity Brady is estimated to be...Seeking Alpha • Jun 26
Brady Corporation: Let's See How Sales And Profitability Progress Before Jumping In
Summary Brady Corporation (BRC) has outperformed the market but is too expensive to start a position now, with unimpressive revenue growth and potential margin decreases. BRC develops solutions for identification and protection in various industries, with impressive margins and strong efficiency and profitability metrics. Despite a solid balance sheet and margin improvements, BRC's low sales growth and uncertain future outlook lead to a hold rating for now. Read the full article on Seeking AlphaAnalyseartikel • Jun 19
Brady (NYSE:BRC) Will Pay A Dividend Of $0.235
Brady Corporation ( NYSE:BRC ) has announced that it will pay a dividend of $0.235 per share on the 31st of July. This...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$209m |
| Jan 31 2026 | n/a | n/a | US$203m |
| Oct 31 2025 | n/a | n/a | US$196m |
| Jul 31 2025 | US$8m | US$996k | US$189m |
| Apr 30 2025 | n/a | n/a | US$194m |
| Jan 31 2025 | n/a | n/a | US$193m |
| Oct 31 2024 | n/a | n/a | US$196m |
| Jul 31 2024 | US$6m | US$859k | US$196m |
| Apr 30 2024 | n/a | n/a | US$190m |
| Jan 31 2024 | n/a | n/a | US$188m |
| Oct 31 2023 | n/a | n/a | US$182m |
| Jul 31 2023 | US$3m | US$775k | US$174m |
| Apr 30 2023 | n/a | n/a | US$166m |
| Jan 31 2023 | n/a | n/a | US$158m |
| Oct 31 2022 | n/a | n/a | US$154m |
| Jul 31 2022 | US$4m | US$503k | US$149m |
| Apr 30 2022 | n/a | n/a | US$136m |
| Jan 31 2022 | n/a | n/a | US$133m |
| Oct 31 2021 | n/a | n/a | US$130m |
| Jul 31 2021 | US$2m | US$400k | US$129m |
| Apr 30 2021 | n/a | n/a | US$129m |
| Jan 31 2021 | n/a | n/a | US$105m |
| Oct 31 2020 | n/a | n/a | US$108m |
| Jul 31 2020 | US$2m | US$407k | US$112m |
| Apr 30 2020 | n/a | n/a | US$120m |
| Jan 31 2020 | n/a | n/a | US$142m |
| Oct 31 2019 | n/a | n/a | US$137m |
| Jul 31 2019 | US$2m | US$372k | US$130m |
Vergütung im Vergleich zum Markt: RussellDie Gesamtvergütung ($USD7.60M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD7.02M).
Entschädigung vs. Einkommen: RussellDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Russell Shaller (62 yo)
4.1yrs
Amtszeit
US$7,597,366
Vergütung
Mr. Russell R. Shaller is an Independent Director of Quaker Chemical Corporation since July 26, 2023. He serves as President, Chief Executive Officer and Director of Brady Corporation since April 01, 2022....
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 4.1yrs | US$7.60m | 0.16% $ 6.6m | |
| CFO, Chief Accounting Officer & Treasurer | 9.5yrs | US$1.83m | 0.061% $ 2.5m | |
| Chief Operating Officer | 4.1yrs | US$1.45m | 0.022% $ 891.0k | |
| General Counsel & Corporate Secretary | 6.1yrs | US$1.09m | 0.015% $ 605.7k | |
| President of Americas & Asia | 3.8yrs | US$1.89m | 0.020% $ 839.1k | |
| Chief Technology Officer | less than a year | keine Daten | keine Daten | |
| Vice President of Marketing | 4.1yrs | keine Daten | keine Daten | |
| Vice President of Human Resources | 4.1yrs | keine Daten | keine Daten | |
| President of EMEA & Australia | 3.6yrs | keine Daten | 0.016% $ 671.3k |
4.1yrs
Durchschnittliche Betriebszugehörigkeit
48yo
Durchschnittliches Alter
Erfahrenes Management: BRCDas Führungsteam des Unternehmens gilt als erfahren (4.1 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 4.1yrs | US$7.60m | 0.16% $ 6.6m | |
| Independent Director | 18.7yrs | US$252.51k | 0.080% $ 3.3m | |
| Independent Chairman | 18.5yrs | US$357.13k | 0.0016% $ 64.3k | |
| Independent Director | 22.5yrs | US$257.41k | 9.44% $ 389.3m | |
| Independent Director | 7.3yrs | US$244.51k | 0.037% $ 1.5m | |
| Independent Director | 4.3yrs | US$229.51k | keine Daten | |
| Independent Director | 4.3yrs | US$246.16k | keine Daten | |
| Independent Director | 7.3yrs | US$243.36k | 0.0082% $ 338.9k |
7.3yrs
Durchschnittliche Betriebszugehörigkeit
62.5yo
Durchschnittliches Alter
Erfahrener Vorstand: BRCDie Vorstandsmitglieder gelten als erfahren (7.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 19:04 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/04/30 |
| Jährliche Einnahmen | 2025/07/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Analysten-Quellen
Brady Corporation wird von 9 Analysten beobachtet. 2 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Mircea Dobre | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |