Brady Dirección
Dirección controles de criterios 3/4
El CEO de Brady es Russell Shaller , nombrado en Apr 2022, tiene una permanencia de 4.08 años. compensación anual total es $7.60M, compuesta por 13.1% salario y 86.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.16% de las acciones de la empresa, por valor de $6.47M. La antigüedad media del equipo directivo y de la junta directiva es de 4.1 años y 7.3 años, respectivamente.
Información clave
Russell Shaller
Chief Executive Officer (CEO)
US$7.6m
Compensación total
| Porcentaje del salario del CEO | 13.11% |
| Permanencia del CEO | 4.1yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 4.1yrs |
| Promedio de permanencia en la Junta Directiva | 7.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • 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).Actualización de narrativa • 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 AlphaActualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • May 25
Brady's (NYSE:BRC) Dividend Will Be $0.235
Brady Corporation ( NYSE:BRC ) will pay a dividend of $0.235 on the 31st of July. This payment means that the dividend...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| 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$195m |
| 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$130m |
Compensación vs. Mercado: La compensación total ($USD7.60M) de Russell está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.11M).
Compensación vs. Ingresos: La compensación de Russell ha aumentado más de un 20% en el último año.
CEO
Russell Shaller (62 yo)
4.1yrs
Permanencia
US$7,597,366
Compensación
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....
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.1yrs | US$7.60m | 0.16% $ 6.5m | |
| CFO, Chief Accounting Officer & Treasurer | 9.5yrs | US$1.83m | 0.061% $ 2.5m | |
| Chief Operating Officer | 4.1yrs | US$1.45m | 0.022% $ 870.7k | |
| General Counsel & Corporate Secretary | 6.1yrs | US$1.09m | 0.015% $ 592.2k | |
| President of Americas & Asia | 3.8yrs | US$1.89m | 0.020% $ 820.2k | |
| Chief Technology Officer | less than a year | sin datos | sin datos | |
| Vice President of Marketing | 4.1yrs | sin datos | sin datos | |
| Vice President of Human Resources | 4.1yrs | sin datos | sin datos | |
| President of EMEA & Australia | 3.6yrs | sin datos | 0.016% $ 656.4k |
4.1yrs
Permanencia media
48yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BRC se considera experimentado (4.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.1yrs | US$7.60m | 0.16% $ 6.5m | |
| Independent Director | 18.7yrs | US$252.51k | 0.079% $ 3.2m | |
| Independent Chairman | 18.5yrs | US$357.13k | 0.0015% $ 62.6k | |
| Independent Director | 22.5yrs | US$257.41k | 9.42% $ 380.4m | |
| Independent Director | 7.3yrs | US$244.51k | 0.037% $ 1.5m | |
| Independent Director | 4.3yrs | US$229.51k | sin datos | |
| Independent Director | 4.3yrs | US$246.16k | sin datos | |
| Independent Director | 7.3yrs | US$243.36k | 0.0082% $ 331.0k |
7.3yrs
Permanencia media
62.5yo
Promedio de edad
Junta con experiencia: La junta directiva de BRC se considera experimentada (7.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 17:50 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2025/07/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Brady Corporation está cubierta por 9 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mircea Dobre | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |