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Brady CorporationNYSE:BRC Stock Report

Market Cap US$3.8b
Share Price
US$78.33
US$102
23.2% undervalued intrinsic discount
1Y8.5%
7D-2.8%
Portfolio Value
View

Brady Corporation

NYSE:BRC Stock Report

Market Cap: US$3.8b

Brady (BRC) Stock Overview

Manufactures and supplies identification solutions and workplace safety products that identify and protect premises, products, and people in the Americas, Asia, Europe, and Australia. More details

BRC fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance2/6
Financial Health5/6
Dividends4/6

BRC Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Brady Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Brady
Historical stock prices
Current Share PriceUS$79.53
52 Week HighUS$99.29
52 Week LowUS$65.76
Beta0.61
1 Month Change-1.02%
3 Month Change-13.82%
1 Year Change8.50%
3 Year Change57.27%
5 Year Change43.35%
Change since IPO2,496.90%

Recent News & Updates

Narrative Update 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
Narrative Update 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).
Narrative Update 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).

Recent updates

Narrative Update 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
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article May 08

If EPS Growth Is Important To You, Brady (NYSE:BRC) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Shareholder Returns

BRCUS Commercial ServicesUS Market
7D-2.8%-2.8%2.1%
1Y8.5%-16.2%30.6%

Return vs Industry: BRC exceeded the US Commercial Services industry which returned -15.7% over the past year.

Return vs Market: BRC underperformed the US Market which returned 31% over the past year.

Price Volatility

Is BRC's price volatile compared to industry and market?
BRC volatility
BRC Average Weekly Movement3.7%
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%

Stable Share Price: BRC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: BRC's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19146,400Russell Shallerwww.bradyid.com

Brady Corporation manufactures and supplies identification solutions and workplace safety products that identify and protect premises, products, and people in the Americas, Asia, Europe, and Australia. The company offers safety signs, traffic signs and control products, floor-marking tapes, pipe markers, labeling systems, spill control products, lockout/tagout devices, personal protection equipment, first aid products, and software and services for safety compliance auditing, procedures writing, and training; materials, radio frequency identification and barcode scanners for product identification, direct part marking, engraving equipment, brand protection labeling, work in process labeling, finished product identification, asset tracking labels, asset tags, and industrial track and trace applications; and handheld printers, wire markers, sleeves, and tags. It also provides wristbands, labels, printing systems, and other products used in hospital, laboratory, and other healthcare settings for tracking and improving the safety of patients; and badges, lanyards, rigid card printing systems, and access control software.

Brady Corporation Fundamentals Summary

How do Brady's earnings and revenue compare to its market cap?
BRC fundamental statistics
Market capUS$3.81b
Earnings (TTM)US$203.39m
Revenue (TTM)US$1.57b
18.5x
P/E Ratio
2.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BRC income statement (TTM)
RevenueUS$1.57b
Cost of RevenueUS$767.77m
Gross ProfitUS$801.52m
Other ExpensesUS$598.13m
EarningsUS$203.39m

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)4.31
Gross Margin51.08%
Net Profit Margin12.96%
Debt/Equity Ratio6.0%

How did BRC perform over the long term?

See historical performance and comparison

Dividends

1.2%
Current Dividend Yield
23%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 23:35
End of Day Share Price 2026/05/07 00:00
Earnings2026/01/31
Annual Earnings2025/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Brady Corporation is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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