Narrative Update • Jun 25

In the last week, the Commercial Printing industry is up 5.7%, with Brady up 5.8%. Meanwhile, Rich Sparkle Holdings actually underperformed within the industry, shrinking 13% in the last week. In the last 12 months, the industry was up 33%. Looking forward, earnings are forecast to grow by 21% annually.
Has the U.S. Commercial Printing Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | US$6.4b | US$6.6b | US$356.1m | 13x | 18x | 1x |
| Wed, 27 May 2026 | US$6.2b | US$6.6b | US$356.0m | 12.1x | 17.5x | 0.9x |
| Fri, 24 Apr 2026 | US$6.5b | US$6.6b | US$329.9m | 15.1x | 19.6x | 1x |
| Sun, 22 Mar 2026 | US$6.0b | US$6.6b | US$312.9m | 12.7x | 19.1x | 0.9x |
| Tue, 17 Feb 2026 | US$7.0b | US$6.6b | US$298.8m | 14.4x | 23.4x | 1.1x |
| Thu, 15 Jan 2026 | US$6.8b | US$6.6b | US$299.4m | 12.8x | 22.7x | 1x |
| Sat, 13 Dec 2025 | US$5.9b | US$6.6b | US$299.5m | 14x | 19.7x | 0.9x |
| Mon, 10 Nov 2025 | US$5.6b | US$6.6b | US$288.9m | 13.2x | 19.2x | 0.8x |
| Wed, 08 Oct 2025 | US$5.6b | US$6.7b | US$230.4m | 18.6x | 24.2x | 0.8x |
| Fri, 05 Sep 2025 | US$5.9b | US$6.6b | US$233.3m | 17x | 25.2x | 0.9x |
| Sun, 03 Aug 2025 | US$5.3b | US$6.6b | US$228.8m | 17.1x | 23.2x | 0.8x |
| Tue, 01 Jul 2025 | US$4.8b | US$6.7b | US$224.5m | 12.7x | 21.2x | 0.7x |
| Thu, 29 May 2025 | US$4.8b | US$6.7b | US$225.4m | 12x | 21.3x | 0.7x |
| Sat, 26 Apr 2025 | US$4.7b | US$6.6b | US$187.6m | 13x | 25.3x | 0.7x |
| Mon, 24 Mar 2025 | US$4.9b | US$6.7b | US$168.3m | 15.5x | 29.3x | 0.7x |
| Wed, 19 Feb 2025 | US$5.3b | US$6.7b | US$144.9m | 16.6x | 36.6x | 0.8x |
| Fri, 17 Jan 2025 | US$5.4b | US$6.7b | US$147.3m | 17.9x | 36.6x | 0.8x |
| Sun, 15 Dec 2024 | US$5.7b | US$6.7b | US$146.4m | 18.4x | 38.6x | 0.8x |
| Tue, 12 Nov 2024 | US$5.9b | US$6.7b | US$171.2m | 18.6x | 34.2x | 0.9x |
| Thu, 10 Oct 2024 | US$5.3b | US$6.7b | US$176.7m | 18.2x | 30.1x | 0.8x |
| Sat, 07 Sep 2024 | US$5.1b | US$6.7b | US$178.1m | 17.4x | 28.7x | 0.8x |
| Mon, 05 Aug 2024 | US$5.1b | US$6.7b | US$138.0m | 17.7x | 36.9x | 0.8x |
| Wed, 03 Jul 2024 | US$4.9b | US$6.8b | US$86.7m | 16.2x | 57x | 0.7x |
| Fri, 31 May 2024 | US$5.0b | US$6.8b | US$87.7m | 16.8x | 57x | 0.7x |
| Sun, 28 Apr 2024 | US$4.5b | US$7.0b | US$76.3m | 15.3x | 59.5x | 0.7x |
| Tue, 26 Mar 2024 | US$4.6b | US$7.0b | US$85.3m | 15.2x | 53.6x | 0.7x |
| Thu, 22 Feb 2024 | US$4.8b | US$7.0b | US$79.7m | 16.6x | 60.1x | 0.7x |
| Sat, 20 Jan 2024 | US$4.6b | US$7.1b | US$96.9m | 15.9x | 47x | 0.6x |
| Mon, 18 Dec 2023 | US$4.6b | US$7.1b | US$98.3m | 15.5x | 46.6x | 0.6x |
| Wed, 15 Nov 2023 | US$4.2b | US$7.1b | US$89.3m | 15.3x | 47x | 0.6x |
| Fri, 13 Oct 2023 | US$4.4b | US$7.3b | US$128.4m | 15.3x | 34.3x | 0.6x |
| Sun, 10 Sep 2023 | US$4.4b | US$7.3b | US$129.7m | 15.4x | 34x | 0.6x |
| Tue, 08 Aug 2023 | US$4.4b | US$7.2b | US$156.7m | 15x | 28x | 0.6x |
| Thu, 06 Jul 2023 | US$4.0b | US$7.3b | US$173.8m | 13x | 22.9x | 0.5x |
22.9x
How does U.S. Commercial Printing compare with similar industries?
| US Market | -2.52% | |
| Industrials | -0.27% | |
| Commercial Services | 4.22% | |
| Commercial Printing | 5.74% | |
| Office Services and Supplies | 7.58% | |
| Environmental and Facilities Services | 5.25% | |
| Diversified Support Services | 1.97% | |
| Security and Alarm Services | 1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRC Brady | US$90.26 | 5.8% +US$233.2m | 31.0% | PE20.4x | |
| CMPR Cimpress | US$92.01 | 8.4% +US$173.5m | 96.6% | PE49x | |
| DLX Deluxe | US$23.93 | 4.3% +US$45.3m | 50.9% | PE10.5x | |
| QUAD Quad/Graphics | US$8.44 | 10.8% +US$42.3m | 45.5% | PE15.9x | |
| EBF Ennis | US$21.89 | 7.7% +US$39.5m | 19.5% | PE13x |