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Brady CorporationNYSE:BRC 株式レポート

時価総額 US$4.0b
株価
US$85.31
US$101.5
16.0% 割安 内在価値ディスカウント
1Y27.9%
7D3.2%
1D
ポートフォリオ価値
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Brady Corporation

NYSE:BRC 株式レポート

時価総額:US$4.0b

Brady(BRC)株式概要

ブレイディ・コーポレーションは、アメリカ、アジア、ヨーロッパ、オーストラリアで、施設、製品、人を識別し保護する識別ソリューションと職場安全製品を製造・供給しています。 詳細

BRC ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長4/6
過去の実績3/6
財務の健全性5/6
配当金4/6

BRC Community Fair Values

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Brady Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Brady
過去の株価
現在の株価US$85.31
52週高値US$99.29
52週安値US$66.27
ベータ0.62
1ヶ月の変化-2.53%
3ヶ月変化2.91%
1年変化27.94%
3年間の変化77.36%
5年間の変化47.06%
IPOからの変化2,685.63%

最新ニュース

ナラティブの更新 Jun 18

BRC: Future Upside Will Rely On New CEO And Firm Earnings Guidance

Analysts have kept their average price target for Brady broadly unchanged at $101.50, citing stable fair value estimates and only slight adjustments to long term P/E assumptions, rather than any major shift in the outlook. What’s in the News for Brady Brady Corporation appointed Vineet Nargolwala as CEO effective June 8, 2026, succeeding retiring CEO Russell Shaller.
ナラティブの更新 Jun 03

BRC: Future Upside Will Rely On Honeywell Deal And Firm Earnings Guidance

Analysts have raised Brady's fair value estimate from $98 to $101.50. This reflects updated assumptions that now combine higher modeled revenue growth with a lower projected profit margin and a reduced future P/E multiple.

Recent updates

ナラティブの更新 Jun 18

BRC: Future Upside Will Rely On New CEO And Firm Earnings Guidance

Analysts have kept their average price target for Brady broadly unchanged at $101.50, citing stable fair value estimates and only slight adjustments to long term P/E assumptions, rather than any major shift in the outlook. What’s in the News for Brady Brady Corporation appointed Vineet Nargolwala as CEO effective June 8, 2026, succeeding retiring CEO Russell Shaller.
ナラティブの更新 Jun 03

BRC: Future Upside Will Rely On Honeywell Deal And Firm Earnings Guidance

Analysts have raised Brady's fair value estimate from $98 to $101.50. This reflects updated assumptions that now combine higher modeled revenue growth with a lower projected profit margin and a reduced future P/E multiple.
ナラティブの更新 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).
ナラティブの更新 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 Alpha
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...
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新しいナラティブ 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.
分析記事 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 Alpha
分析記事 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...
分析記事 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...

株主還元

BRCUS Commercial ServicesUS 市場
7D3.2%-1.6%1.4%
1Y27.9%-14.1%25.7%

業界別リターン: BRC過去 1 年間で-14.1 % の収益を上げたUS Commercial Services業界を上回りました。

リターン対市場: BRC過去 1 年間で25.7 % の収益を上げたUS市場を上回りました。

価格変動

Is BRC's price volatile compared to industry and market?
BRC volatility
BRC Average Weekly Movement7.9%
Commercial Services Industry Average Movement7.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

安定した株価: BRC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BRCの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19146,400Vineet Nargolwalawww.bradyid.com

ブレイディ・コーポレーションは、アメリカ、アジア、ヨーロッパ、オーストラリアで、施設、製品、人を識別し保護する識別ソリューションと職場安全製品を製造、供給している。同社は、安全標識、交通標識および制御製品、フロアマーキングテープ、パイプマーカー、ラベリングシステム、流出制御製品、ロックアウト/タグアウト装置、個人保護装置、応急手当製品、および安全コンプライアンス監査、手順書作成、トレーニング用のソフトウェアとサービス、製品識別、直接部品マーキング、彫刻装置、ブランド保護ラベリング、仕掛品ラベリング、完成品識別、資産追跡ラベル、資産タグ、および産業用追跡追跡アプリケーション用の材料、無線周波数識別およびバーコードスキャナ、ハンドヘルドプリンタ、ワイヤマーカー、スリーブ、およびタグを提供しています。また、リストバンド、ラベル、印刷システム、および病院、研究所、その他のヘルスケア環境で患者の追跡と安全性向上のために使用されるその他の製品、バッジ、ストラップ、硬質カード印刷システム、および入退室管理ソフトウェアも提供している。同社は、工業製造、電子機器製造、ヘルスケア、化学、石油、ガス、代替エネルギー、自動車、航空宇宙、政府、大量輸送、機械請負、建設、公益事業、教育、レジャー・娯楽、小売、電気通信などに製品を提供している。当社は、代理店、直販部隊、デジタルチャネルなど、複数のチャネルを通じて製品を販売・マーケティングしている。ブレイディ・コーポレーションは1914年に設立され、ウィスコンシン州ミルウォーキーに本社を置いている。

Brady Corporation 基礎のまとめ

Brady の収益と売上を時価総額と比較するとどうか。
BRC 基礎統計学
時価総額US$4.02b
収益(TTM)US$208.93m
売上高(TTM)US$1.62b
19.2x
PER(株価収益率
2.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BRC 損益計算書(TTM)
収益US$1.62b
売上原価US$788.11m
売上総利益US$833.83m
その他の費用US$624.90m
収益US$208.93m

直近の収益報告

Apr 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)4.43
グロス・マージン51.41%
純利益率12.88%
有利子負債/自己資本比率2.0%

BRC の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.1%
現在の配当利回り
22%
配当性向

BRC 配当は確実ですか?

BRC 配当履歴とベンチマークを見る
BRC 、いつまでに購入すれば配当金を受け取れますか?
Brady 配当日
配当落ち日Jul 10 2026
配当支払日Jul 31 2026
配当落ちまでの日数18 days
配当支払日までの日数39 days

BRC 配当は確実ですか?

BRC 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/21 22:35
終値2026/06/18 00:00
収益2026/04/30
年間収益2025/07/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Brady Corporation 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Mircea DobreBaird
Charles BradyBMO Capital Markets Equity Research
George StaphosBofA Global Research