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The Brink's CompanyNYSE:BCO Rapporto sulle azioni

Cap. di mercato US$4.5b
Prezzo delle azioni
US$107.22
US$154
30.4% sottovalutato sconto intrinseco
1Y15.6%
7D0.9%
Valore del portafoglio
Vista

The Brink's Company

Report azionario NYSE:BCO

Capitalizzazione di mercato: US$4.5b

Brink's (BCO) Panoramica del titolo

The Brink's Company fornisce servizi di gestione di contanti e valori, soluzioni digitali per la vendita al dettaglio (DRS) e sportelli automatici (ATM) in Nord America, America Latina, Europa e a livello internazionale. Maggiori dettagli

BCO analisi fondamentale
Punteggio fiocco di neve
Valutazione3/6
Crescita futura3/6
Prestazioni passate4/6
Salute finanziaria2/6
Dividendi4/6

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Concorrenti di The Brink's Company

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Brink's
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$107.75
Massimo di 52 settimaneUS$136.37
Minimo di 52 settimaneUS$80.10
Beta1.07
Variazione di 1 mese4.87%
Variazione a 3 mesi-17.69%
Variazione di 1 anno15.62%
Variazione a 3 anni63.93%
Variazione a 5 anni36.89%
Variazione dall'IPO401.04%

Notizie e aggiornamenti recenti

Aggiornamento dell'analisi Apr 27

BCO: NCR Atleos Deal Will Recast Cash And Digital Service Mix

Narrative Update on Brink's Analyst Price Target The analyst price target for Brink's has been raised to $145, with analysts pointing to strong Q4 revenue and EPS performance, 2026 guidance that is ahead of Street expectations, accelerating 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key drivers of the change. Analyst Commentary Recent research on Brink's focuses on the upgraded price targets, the planned NCR Atleos acquisition, and the pace of growth in Digital Retail Solutions and ATM Managed Services.

Recent updates

Aggiornamento dell'analisi Apr 27

BCO: NCR Atleos Deal Will Recast Cash And Digital Service Mix

Narrative Update on Brink's Analyst Price Target The analyst price target for Brink's has been raised to $145, with analysts pointing to strong Q4 revenue and EPS performance, 2026 guidance that is ahead of Street expectations, accelerating 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key drivers of the change. Analyst Commentary Recent research on Brink's focuses on the upgraded price targets, the planned NCR Atleos acquisition, and the pace of growth in Digital Retail Solutions and ATM Managed Services.
Aggiornamento dell'analisi Apr 12

BCO: NCR Atleos Integration Will Reshape Cash And Digital Service Mix

Analysts have lifted their price target on Brink's to $145 from $129, pointing to strong Q4 revenue and EPS, faster 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key supports for the new valuation. Analyst Commentary Recent research highlights a mix of enthusiasm around Brink's expanded scope with NCR Atleos and some caution about execution and integration.
Seeking Alpha Apr 07

The Brink's Company: Potential To Be A High Earnings Compounder

Summary I reiterate my buy rating on The Brink’s Company, driven by accelerating recurring-revenue growth and a compelling valuation at 11x forward PE. AMS/DRS organic growth has reached 22%, now comprising 28% of revenue, with management guiding for a 30-32% mix and mid-to-high teens growth by 2026. The $6.6B NATL acquisition offers a second growth leg, broadening BCO’s service offering, targeting $200M in synergies, and is expected to be 35% EPS accretive post-close. Execution risk around NATL integration remains, but if successful, BCO could become a >20% earnings compounder with 55% upside even at current multiples. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Mar 29

BCO: NCR Atleos Acquisition Will Shape Future Cash And Digital Services

Analysts have lifted Brink's price target by $16 to $145, citing strong Q4 beats, faster growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition, which is expected to generate $200m in annual run-rate synergies within three years. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets on Brink's and NCR Atleos as a sign that the planned US$6.6b acquisition is being factored positively into valuation, with expected US$200m in annual run rate synergies within three years seen as a key support for the combined earnings profile.
Aggiornamento dell'analisi Mar 12

BCO: NCR Atleos Deal Will Shape Future Earnings Power

Analysts have lifted their price target on Brink's by $8 to $154, citing stronger-than-expected Q4 results, accelerating growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition, which has targeted run-rate synergies of $200m within three years. Analyst Commentary Bullish Takeaways Bullish analysts point to stronger than expected Q4 revenue and EPS as support for higher valuation ranges, with one major bank lifting its target on Brink's to US$145.
Aggiornamento dell'analisi Feb 26

BCO: Updated Fair Value Framework Will Shape Future Return Potential

Analysts raised their price target on Brink's by $12.50 to $146.00, citing updated fair value analysis and revised assumptions regarding discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the company’s outlook. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of US$146.00 as support for a stronger long term outlook, suggesting that prior assumptions may have been too conservative.
Aggiornamento dell'analisi Feb 10

BCO: Share Repurchases And Execution On Earnings Power Will Shape Future Returns

Narrative Update on Brink's Analysts have lifted their price target on Brink's by $25, reflecting updated views on the company’s risk profile and earnings power. These updates are captured in modest tweaks to the discount rate, long-term growth, margin, and future P/E assumptions.
Articolo di analisi Feb 06

We Ran A Stock Scan For Earnings Growth And Brink's (NYSE:BCO) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Aggiornamento dell'analisi Jan 27

BCO: Share Buybacks And M&A Activity Will Support Future Cash Flows

Analysts have maintained their fair value estimate for Brink's at US$133.50, with only small tweaks to inputs like the discount rate and future P/E. This suggests their price target rests on broadly unchanged assumptions about growth and profitability.
Articolo di analisi Jan 13

Should You Investigate The Brink's Company (NYSE:BCO) At US$124?

While The Brink's Company ( NYSE:BCO ) might not have the largest market cap around , it saw a double-digit share price...
Aggiornamento dell'analisi Jan 12

BCO: Expanded Buybacks And M&A Review Will Support Future Cash Flows

Analysts have reiterated their fair value estimate for Brink's at $133.50, citing only very small tweaks to key inputs such as the discount rate and future P/E assumptions rather than any change in their core view of the company. What's in the News The Brink's Company announced a share repurchase program authorizing buybacks of up to US$750 million through December 31, 2027 (company announcement).
Articolo di analisi Jan 01

The Brink's Company (NYSE:BCO) Shares Could Be 47% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Brink's is US$218 based on 2 Stage Free Cash Flow to Equity Brink's is...
Aggiornamento dell'analisi Dec 22

BCO: Expanded Buybacks Will Support Future Cash Flow Compounding

Analysts have modestly raised their price target on Brink's to reflect a slightly lower discount rate and stable long term growth and profitability assumptions, implying fair value of approximately 133.50 dollars per share, which is effectively unchanged from prior estimates. What's in the News The Brink's Company authorized a new share repurchase program of up to 750 million dollars, set to run through December 31, 2027 (company announcement).
Aggiornamento dell'analisi Dec 08

BCO: Share Repurchases And Active Deal Pipeline Will Drive Future Upside

Analysts have modestly raised their price target on Brink's by refining the discount rate and forward valuation assumptions, while keeping fair value effectively unchanged at approximately $133.50 per share. What's in the News Completed a major share repurchase program, buying back a total of 3.83 million shares, or about 8.82% of outstanding shares, for $357.05 million since the November 2023 authorization (company filing).
Aggiornamento dell'analisi Nov 24

BCO: Share Repurchases And Stable Margins Will Support Future Upside

Analysts have held Brink's fair value estimate steady at $133.50, citing stable expectations for revenue growth and profit margins. They have also made only modest adjustments to the discount rate and projected future price-to-earnings ratio.
Aggiornamento dell'analisi Nov 07

BCO: Profit Margins Will Drive Share Upside Amid Updated Revenue Outlook

Analysts have raised their fair value estimate for Brink's from $128.50 to $133.50. This change reflects updated expectations for improved profitability along with modest adjustments in growth and risk projections.
Articolo di analisi Oct 23

The Return Trends At Brink's (NYSE:BCO) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Articolo di analisi Sep 25

A Look At The Fair Value Of The Brink's Company (NYSE:BCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brink's fair value estimate is US$134 Brink's' US$116 share...
Articolo di analisi Sep 01

The Brink's Company (NYSE:BCO) Stocks Shoot Up 32% But Its P/E Still Looks Reasonable

The The Brink's Company ( NYSE:BCO ) share price has done very well over the last month, posting an excellent gain of...
Articolo di analisi Jul 23

What Is The Brink's Company's (NYSE:BCO) Share Price Doing?

The Brink's Company ( NYSE:BCO ), is not the largest company out there, but it saw a double-digit share price rise of...
Articolo di analisi Jun 19

The Brink's Company's (NYSE:BCO) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Articolo di analisi May 02

It Looks Like Shareholders Would Probably Approve The Brink's Company's (NYSE:BCO) CEO Compensation Package

Key Insights Brink's will host its Annual General Meeting on 8th of May Total pay for CEO Mark Eubanks includes...
Articolo di analisi Apr 18

The Brink's Company (NYSE:BCO) Shares Could Be 32% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Brink's is US$66.21 based on 2 Stage Free Cash Flow to Equity Brink's is...
Seeking Alpha Mar 02

The Brink's Company: Path To High Single Digits Growth Remains Intact

Summary I maintain a buy rating for BCO, driven by robust growth in AMS and DRS segments and no structural growth impediments. 4Q24 results show strong organic revenue growth of 10.7% y/y, with AMS and DRS segments growing 23% y/y and contributing 24% of total revenue. AMS and DRS are key growth drivers, expected to maintain double-digit growth and drive EBITDA margin expansion, supported by FI cost-optimization trends. Read the full article on Seeking Alpha
Articolo di analisi Feb 20

Is The Brink's Company (NYSE:BCO) Potentially Undervalued?

The Brink's Company ( NYSE:BCO ), is not the largest company out there, but it received a lot of attention from a...
Articolo di analisi Jan 12

Getting In Cheap On The Brink's Company (NYSE:BCO) Might Be Difficult

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha Nov 15

The Brink's Company: Still Attractive, Even After The Easy Money Has Been Made

Summary The Brink's Company has had some mixed results but, on the whole, the company is doing just fine right now. It does have some growth aspects to it, plus shares are trading at really attractive levels on both an absolute basis and relative to similar firms. The reduction in guidance is disappointing to see, but this doesn't ruin the picture in my view, even though it makes the firm less appealing than it previously was. Read the full article on Seeking Alpha
Articolo di analisi Nov 14

Investors Can Find Comfort In Brink's' (NYSE:BCO) Earnings Quality

Shareholders appeared unconcerned with The Brink's Company's ( NYSE:BCO ) lackluster earnings report last week. Our...
Articolo di analisi Nov 09

The Brink's Company Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that The Brink's Company ( NYSE:BCO ) released its third-quarter result to the market...
Seeking Alpha Nov 08

The Brink's Company: Fundamental Growth Story Remains Intact

Summary Fundamentals remain solid with strong adoption of DRS and AMS, driving potential high single-digit growth and positive margin impact. 3Q24 reported revenue growth of 2.5% y/y, but 12.7% y/y on an organic constant currency basis, driven by price increases and stable volumes. Risks include FX headwinds, precious metal price volatility, and a step up in cashless transition. Read the full article on Seeking Alpha
Articolo di analisi Nov 01

Is Brink's (NYSE:BCO) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Oct 01

The Brink's Company's (NYSE:BCO) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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Nuova analisi Aug 31

Tech-Enabled Solutions And Decisive Financial Management Ignite Long-Term Growth And Shareholder Value

Expansion of tech-enabled solutions like ATM Managed Services and Digital Retail Solutions drives strong demand, enhancing revenue diversification and profitability.
Articolo di analisi Aug 30

Is Now The Time To Put Brink's (NYSE:BCO) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Aug 20

The Brink's Company: Robust Performance Outlook Over The Medium Term

Summary I remain bullish due to Brink's larger scale advantage, robust performance, and favorable growth outlook. 2Q24 results show strong revenue growth, margin expansion, and market share gains, especially in DRS and AMS offerings. BCO's solid FCF profile should easily fund its capital return plans. Read the full article on Seeking Alpha
Articolo di analisi Jul 31

Is It Time To Consider Buying The Brink's Company (NYSE:BCO)?

While The Brink's Company ( NYSE:BCO ) might not have the largest market cap around , it led the NYSE gainers with a...
Seeking Alpha Jul 10

The Brink's Company: Growth Is Expected To Remain Healthy For The Foreseeable Future

Summary I am giving a buy rating for The Brink's Company. BCO's leading position in cash and value management services provides a structural cost advantage against competitors. Recent financial performance continues to show positive growth momentum. Read the full article on Seeking Alpha
Articolo di analisi Jun 25

The Brink's Company's (NYSE:BCO) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 37.8x The Brink's Company ( NYSE:BCO ) may be sending very bearish signals...
Articolo di analisi May 25

Here's Why Brink's (NYSE:BCO) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi May 09

Brink's' (NYSE:BCO) Dividend Will Be Increased To $0.2425

The board of The Brink's Company ( NYSE:BCO ) has announced that the dividend on 3rd of June will be increased to...

Rendimenti per gli azionisti

BCOUS Commercial ServicesUS Mercato
7D0.9%-2.8%2.1%
1Y15.6%-16.2%30.6%

Ritorno vs Industria: BCO ha superato il US Commercial Services che ha restituito -16.2 % nell'ultimo anno.

Rendimento vs Mercato: BCO ha avuto una performance inferiore al mercato US che ha registrato un rendimento 30.6 % nell'ultimo anno.

Volatilità dei prezzi

Is BCO's price volatile compared to industry and market?
BCO volatility
BCO Average Weekly Movement6.2%
Commercial Services Industry Average Movement7.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: BCO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 6% ) di BCO è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
185964,500Mark Eubankswww.brinks.com

The Brink's Company fornisce servizi di gestione del contante e degli oggetti di valore, soluzioni digitali per la vendita al dettaglio (DRS) e sportelli automatici (ATM) in Nord America, America Latina, Europa e a livello internazionale. L'azienda offre servizi di cash-in-transit, come il trasporto su veicoli blindati di contanti e monete; il rifornimento di contanti e la gestione della tesoreria degli sportelli automatici; il trasporto internazionale, il ritiro, l'imballaggio, lo sdoganamento, l'immagazzinamento in caveau sicuri e la gestione dell'inventario di merci e beni di alto valore; e servizi di conteggio, smistamento, confezionamento, imaging degli assegni, bilanciamento dei cassieri, rilevamento delle contraffazioni, consolidamento dei conti e gestione elettronica dei rapporti di cassa. Fornisce inoltre servizi di caveau, tra cui servizi di CIT, gestione del contante, tecnologie di caveau e reporting elettronico per le banche; servizi di vigilanza, sicurezza commerciale e di pagamento; dispositivi, software, analisi e servizi per le esigenze di gestione del contante, nonché servizi con i marchi Complete e CompuSafe; gestione degli ATM, tra cui previsione del contante, ottimizzazione del contante, monitoraggio remoto degli ATM, invio di chiamate di assistenza, elaborazione delle transazioni, manutenzione di prima e seconda linea, fornitura di parti, regolamento dei fondi e servizi di installazione.

The Brink's Company Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Brink's con la sua capitalizzazione di mercato?
BCO statistiche fondamentali
Capitalizzazione di mercatoUS$4.49b
Utili (TTM)US$180.60m
Ricavi(TTM)US$5.39b
24.6x
Rapporto P/E
0.8x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
BCO Conto economico (TTM)
RicaviUS$5.39b
Costo del fatturatoUS$3.98b
Profitto lordoUS$1.41b
Altre speseUS$1.23b
UtiliUS$180.60m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)4.39
Margine lordo26.10%
Margine di profitto netto3.35%
Rapporto debito/patrimonio netto988.4%

Come si è comportato BCO nel lungo periodo?

Vedi performance storica e confronto

Dividendi

0.9%
Rendimento attuale del dividendo
24%
Rapporto di remunerazione
Quando è necessario acquistare BCO per ricevere un dividendo imminente?
Brink's date dei dividendi
Data di stacco del dividendoMay 18 2026
Data di pagamento dei dividendiJun 01 2026
Giorni fino al dividendo Ex7 days
Giorni prima della data di pagamento dei dividendi21 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 21:10
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The Brink's Company è coperta da 10 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Samuel EnglandBerenberg
Keen Fai TongGoldman Sachs
Yvonne VaranoJefferies LLC