Brady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationally.
Flawless balance sheet established dividend payer.
Share Price & News
How has Brady's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BRC has not had significant price volatility in the past 3 months.
7 Day Return
US Commercial Services
1 Year Return
US Commercial Services
Return vs Industry: BRC underperformed the US Commercial Services industry which returned 8.3% over the past year.
Return vs Market: BRC underperformed the US Market which returned 16.8% over the past year.
Price Volatility Vs. Market
How volatile is Brady's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 months ago | Simply Wall StIs Now The Time To Put Brady (NYSE:BRC) On Your Watchlist?
3 months ago | Simply Wall StBrady Corporation (NYSE:BRC) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
3 months ago | Simply Wall StHas Brady Corporation (NYSE:BRC) Improved Earnings Growth In Recent Times?
Is Brady undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: BRC ($50.19) is trading below our estimate of fair value ($54.02)
Significantly Below Fair Value: BRC is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: BRC is good value based on its PE Ratio (22.1x) compared to the US Commercial Services industry average (27.3x).
PE vs Market: BRC is poor value based on its PE Ratio (22.1x) compared to the US market (19.2x).
Price to Earnings Growth Ratio
PEG Ratio: BRC is poor value based on its PEG Ratio (1.6x)
Price to Book Ratio
PB vs Industry: BRC is overvalued based on its PB Ratio (3.2x) compared to the US Commercial Services industry average (1.5x).
How is Brady forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BRC's forecast earnings growth (14% per year) is above the savings rate (2.2%).
Earnings vs Market: BRC's earnings (14% per year) are forecast to grow slower than the US market (24% per year).
High Growth Earnings: BRC's earnings are forecast to grow, but not significantly.
Revenue vs Market: BRC's revenue (1.6% per year) is forecast to grow slower than the US market (9.4% per year).
High Growth Revenue: BRC's revenue (1.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BRC's Return on Equity is forecast to be low in 3 years time (16%).
How has Brady performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BRC has high quality earnings.
Growing Profit Margin: BRC's current net profit margins (10.7%) are lower than last year (11.1%).
Past Earnings Growth Analysis
Earnings Trend: BRC has become profitable over the past 5 years, growing earnings by 35.5% per year.
Accelerating Growth: BRC's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: BRC had negative earnings growth (-6.5%) over the past year, making it difficult to compare to the Commercial Services industry average (-6.5%).
Return on Equity
High ROE: BRC's Return on Equity (14.8%) is considered low.
How is Brady's financial position?
Financial Position Analysis
Short Term Liabilities: BRC's short term assets ($531.1M) exceed its short term liabilities ($228.0M).
Long Term Liabilities: BRC's short term assets ($531.1M) exceed its long term liabilities ($91.8M).
Debt to Equity History and Analysis
Debt Level: BRC's debt to equity ratio (6%) is considered satisfactory.
Reducing Debt: BRC's debt to equity ratio has reduced from 41.1% to 6% over the past 5 years.
Debt Coverage: BRC's debt is well covered by operating cash flow (329.5%).
Interest Coverage: BRC earns more interest than it pays, so coverage of interest payments is not a concern.
What is Brady current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: BRC's dividend (1.73%) is higher than the bottom 25% of dividend payers in the US market (1.62%).
High Dividend: BRC's dividend (1.73%) is low compared to the top 25% of dividend payers in the US market (4.29%).
Stability and Growth of Payments
Stable Dividend: BRC's dividends per share have been stable in the past 10 years.
Growing Dividend: BRC's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (37.9%), BRC's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: BRC's dividends in 3 years are forecast to be well covered by earnings (32.7% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
J. Nauman (58 yo)
Mr. J. Michael Nauman has been the Chief Executive Officer and President of Brady Corp. since August 4, 2014. Mr. Nauman joined Brady after 20 years in a number of senior management positions at Lisle, Ill ...
CEO Compensation Analysis
Compensation vs Market: J.'s total compensation ($USD5.24M) is about average for companies of similar size in the US market ($USD5.74M).
Compensation vs Earnings: J.'s compensation has been consistent with company performance over the past year.
|CFO & Treasurer||5.92yrs||US$1.79m||0.12% |
|Senior Vice President of Human Resources||6.75yrs||US$1.32m||0.022% |
|Senior VP & President of Identification Solutions||5.17yrs||US$1.55m||0.058% |
|Chief Accounting Officer & Corporate Controller||3.75yrs||no data||0.027% |
|VP of Digital Business & Chief Information Officer||8.5yrs||US$802.29k||0.031% |
|General Counsel & Corporate Secretary||0.33yr||no data||no data|
|Contact Center Director of Sales & Customer Service||no data||no data||no data|
Experienced Management: BRC's management team is seasoned and experienced (5.9 years average tenure).
|Independent Director||12.92yrs||US$214.03k||0.014% |
|Independent Chairman of the Board||4.92yrs||US$271.53k||0.12% |
|Independent Director||28.75yrs||US$191.03k||0.048% |
|Independent Director||12.75yrs||US$221.03k||no data|
|Independent Director||16.75yrs||US$189.03k||9.01% |
|Independent Director||10.08yrs||US$208.03k||0.022% |
|Independent Director||6.75yrs||US$201.03k||0.020% |
|Independent Director||1.5yrs||US$152.17k||0.0084% |
|Independent Director||1.5yrs||US$152.17k||no data|
Experienced Board: BRC's board of directors are considered experienced (8.4 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: BRC insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Brady Corporation's company bio, employee growth, exchange listings and data sources
- Name: Brady Corporation
- Ticker: BRC
- Exchange: NYSE
- Founded: 1914
- Industry: Commercial Printing
- Sector: Commercial Services
- Market Cap: US$2.608b
- Shares outstanding: 51.96m
- Website: https://www.bradyid.com
Number of Employees
- Brady Corporation
- 6555 West Good Hope Road
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|BRC||NYSE (New York Stock Exchange)||Yes||Class A Non-Voting Common Stock||US||USD||Jun 1984|
|BRV||DB (Deutsche Boerse AG)||Yes||Class A Non-Voting Common Stock||DE||EUR||Jun 1984|
Brady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationall ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/08/11 23:41|
|End of Day Share Price||2020/08/11 00:00|