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Brady CorporationNYSE:BRC Voorraadrapport

Marktkapitalisatie US$3.5b
Prijs aandeel
US$73.24
US$102
28.2% ondergewaardeerd intrinsieke korting
1Y-1.4%
7D-9.3%
Portefeuillewaarde
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Brady Corporation

NYSE:BRC Voorraadrapport

Marktkapitalisatie: US$3.5b

Brady (BRC) Aandelenoverzicht

Brady Corporation produceert en levert identificatieoplossingen en veiligheidsproducten voor de werkplek die gebouwen, producten en mensen identificeren en beschermen in Noord- en Zuid-Amerika, Azië, Europa en Australië. Meer informatie

BRC Community Fair Values

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Brady Corporation Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Brady
Historische aandelenkoersen
Huidige aandelenkoersUS$73.24
52 Week HoogtepuntUS$99.29
52 Week LaagUS$65.76
Bèta0.61
1 maand verandering-13.90%
3 maanden verandering-23.87%
1 Jaar Verandering-1.40%
3 jaar verandering43.07%
5 jaar verandering33.26%
Verandering sinds IPO2,291.51%

Recent nieuws en updates

Narratiefupdate 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
Narratiefupdate 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).

Recent updates

Narratiefupdate 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
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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...
Narratiefupdate 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 Alpha
Analyseartikel 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...
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Nieuw narratief 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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...
Analyseartikel 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...

Rendement voor aandeelhouders

BRCUS Commercial ServicesUS Markt
7D-9.3%-1.8%0.5%
1Y-1.4%-15.4%25.4%

Rendement versus industrie: BRC overtrof de US Commercial Services industrie, die het afgelopen jaar een rendement -15.4 % opleverde.

Rendement versus markt: BRC presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 25.4 % opleverde.

Prijsvolatiliteit

Is BRC's price volatile compared to industry and market?
BRC volatility
BRC Average Weekly Movement3.7%
Commercial Services Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: BRC heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van BRC is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19146,400Russell Shallerwww.bradyid.com

Brady Corporation produceert en levert identificatieoplossingen en veiligheidsproducten voor de werkplek die gebouwen, producten en mensen in Noord- en Zuid-Amerika, Azië, Europa en Australië identificeren en beschermen. Het bedrijf biedt veiligheidssignalisatie, verkeersignalisatie en controleproducten, vloermarkeringstape, leidingmarkeringen, etiketteersystemen, producten voor lekkagebeheersing, lockout/tagout-apparaten, persoonlijke beschermingsmiddelen, eerstehulpproducten en software en diensten voor veiligheidsaudits, het opstellen van procedures en training; materialen, radiofrequentie-identificatie en barcodescanners voor productidentificatie, directe markering van onderdelen, graveerapparatuur, merkbeschermingslabels, labeling van werkprocessen, identificatie van afgewerkte producten, labels voor het volgen van bedrijfsmiddelen, tags voor bedrijfsmiddelen en industriële track-and-tracetoepassingen; en handprinters, draadmarkeerders, sleeves en tags. Het bedrijf levert ook polsbandjes, labels, printsystemen en andere producten die worden gebruikt in ziekenhuizen, laboratoria en andere gezondheidszorgomgevingen voor het traceren en verbeteren van de veiligheid van patiënten, en badges, sleutelkoorden, printsystemen voor harde kaarten en toegangscontrolesoftware.

Brady Corporation Samenvatting

Hoe verhouden de winst en inkomsten van Brady zich tot de beurswaarde?
BRC fundamentele statistieken
MarktkapitalisatieUS$3.54b
Inkomsten(TTM)US$203.39m
Inkomsten(TTM)US$1.57b
17.0x
Koers/Winstverhouding
2.2x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
BRC resultatenrekening (TTM)
InkomstenUS$1.57b
Kosten van inkomstenUS$767.77m
BrutowinstUS$801.52m
Overige uitgavenUS$598.13m
InkomstenUS$203.39m

Laatst gerapporteerde inkomsten

Jan 31, 2026

Volgende inkomensdatum

May 18, 2026

Winst per aandeel (EPS)4.31
Brutomarge51.08%
Nettowinstmarge12.96%
Schuld/Eigen Vermogen Verhouding6.0%

Hoe presteerde BRC op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

1.3%
Huidig dividendrendement
23%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/13 08:09
Aandelenkoers aan het einde van de dag2026/05/13 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2025/07/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Brady Corporation wordt gevolgd door 9 analisten. 2 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Mircea DobreBaird
Charles BradyBMO Capital Markets Equity Research
George StaphosBofA Global Research