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Brady CorporationNYSE:BRC Aktierapport

Marknadsvärde US$3.8b
Aktiekurs
US$78.33
US$102
23.2% undervärderad intrinsisk rabatt
1Y8.5%
7D-2.8%
Portföljens värde
Utsikt

Brady Corporation

NYSE:BRC Aktierapport

Börsvärde: US$3.8b

Brady (BRC) Aktievy

Brady Corporation tillverkar och levererar identifieringslösningar och säkerhetsprodukter för arbetsplatser som identifierar och skyddar lokaler, produkter och människor i Nord- och Sydamerika, Asien, Europa och Australien. Mer information

BRC fundamental analys
Snöflinga Score
Värdering5/6
Framtida tillväxt1/6
Tidigare resultat2/6
Finansiell hälsa5/6
Utdelningar4/6

BRC Community Fair Values

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Brady Corporation Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Brady
Historiska aktiekurser
Aktuell aktiekursUS$79.53
52 veckors högstaUS$99.29
52 veckors lägstaUS$65.76
Beta0.61
1 månads förändring-1.02%
3 månaders förändring-13.82%
1 års förändring8.50%
3 års förändring57.27%
5 års förändring43.35%
Förändring sedan börsintroduktionen2,496.90%

Senaste nyheter och uppdateringar

Analysuppdatering 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
Analysuppdatering 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).
Analysuppdatering 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

Analysuppdatering 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
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Ny analys 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.
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

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

Avkastning vs industri: BRC översteg US Commercial Services branschen som gav -16.2 % under det senaste året.

Avkastning vs Marknaden: BRC presterade sämre än US marknaden som gav 30.6 % under det senaste året.

Prisvolatilitet

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%

Stabil aktiekurs: BRC har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: BRC s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19146,400Russell Shallerwww.bradyid.com

Brady Corporation tillverkar och levererar identifieringslösningar och säkerhetsprodukter för arbetsplatser som identifierar och skyddar lokaler, produkter och människor i Nord- och Sydamerika, Asien, Europa och Australien. Företaget erbjuder säkerhetsskyltar, trafikskyltar och kontrollprodukter, golvmarkeringstejp, rörmarkeringar, märkningssystem, spillkontrollprodukter, lockout/tagout-utrustning, personlig skyddsutrustning, första hjälpen-produkter samt programvara och tjänster för granskning av säkerhetsefterlevnad, utarbetande av rutiner och utbildning; material, radiofrekvensidentifiering och streckkodsläsare för produktidentifiering, direkt märkning av delar, graveringsutrustning, varumärkesskyddsmärkning, märkning av pågående arbeten, identifiering av färdiga produkter, etiketter för tillgångsspårning, tillgångsetiketter och industriella track and trace-tillämpningar; samt handhållna skrivare, trådmarkeringar, hylsor och etiketter. Företaget tillhandahåller också armband, etiketter, utskriftssystem och andra produkter som används på sjukhus, laboratorier och andra vårdinrättningar för att spåra och förbättra patientsäkerheten, samt badges, nyckelband, utskriftssystem för styva kort och programvara för passerkontroll.

Brady Corporation Sammanfattning av grunderna

Hur förhåller sig Brady:s resultat och omsättning till dess börsvärde?
BRC grundläggande statistik
BörsvärdeUS$3.81b
Vinst(TTM)US$203.39m
Intäkter(TTM)US$1.57b
18.5x
P/E-förhållande
2.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
BRC resultaträkning (TTM)
IntäkterUS$1.57b
Kostnad för intäkterUS$767.77m
BruttovinstUS$801.52m
Övriga kostnaderUS$598.13m
IntäkterUS$203.39m

Senast redovisade vinst

Jan 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)4.31
Bruttomarginal51.08%
Nettovinstmarginal12.96%
Skuld/egenkapitalförhållande6.0%

Hur har BRC utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

1.2%
Aktuell utdelningsavkastning
23%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 22:39
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/01/31
Årlig intjäning2025/07/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Brady Corporation bevakas av 9 analytiker. 2 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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