BR
Brady Corp
BRC—
Brady Corp AI Insights
Informational only. Not investment advice.Snapshot
- Operating margin TTM 15.9% is 3x industry median (5.1%) - structural cost advantage in identification solutions niche[Operating Margin TTM]
- Goodwill 681.7M is 55% of equity (1.24B) - acquisition-heavy strategy creates impairment risk if growth stalls[Goodwill]
- FCF TTM 159.9M converts at 81% of net income (196.4M) with minimal capex (31.3M) - capital-light model[Free Cash Flow TTM]
Watch Triggers
- Gross Margin TTM: Falls below 48% — Would signal pricing power erosion or input cost pressure undermining premium positioning
- Free Cash Flow TTM: FCF conversion drops below 70% of net income — Working capital build or capex spike would challenge capital return thesis
- Goodwill: Impairment charge announced — 681.7M goodwill at risk if acquired businesses underperform
Bull Case
ROIC TTM 14.6% is 3.6x industry median (4.0%) with debt/equity of just 0.14 - exceptional capital efficiency without leverage
ROIC TTMDebt to EquityROE TTM
FCF yield of 4.2% (159.9M/3.84B market cap) funds 2.5% dividend yield plus buybacks with room for bolt-on M&A
Free Cash Flow TTMDividends Paid Per Share TTMMarket Cap TTM
Bear Case
P/E 20.1x near industry median (25.2x) but P/S 2.49x is 68% above median (1.48x) - premium pricing for modest growth
PE RatioPS Ratio
Intangibles 796.7M represent 64% of equity - acquisition strategy creates balance sheet risk if synergies disappoint
Goodwill and Other Intangible AssetsCommon Stockholders Equity
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
58%
Leverage BRC's top insights and create a custom strategy based on them in seconds. Our AI editor does it all — in one click.
Forward Thesis
Margin expansion likely to continue as R&D (5.5% of revenue) drives proprietary product mix higher
1-3ymed
- R&D spend 84.3M TTM vs 20.6M industry median
- Gross margin 50.6% vs 36.6% median indicates pricing power
- Low capex intensity (2% of revenue) preserves cash
Operating margin 15.9% vs 5.1% medianROIC 14.6% vs 4.0% median (3.6x)Net margin 12.7% vs 3.3% median
Valuation Context
Caveats
Public Strategies Rankings
See how Brady Corp ranks across different investment strategies.
Leverage BRC's top insights and create a custom strategy in seconds. Our AI editor does it all — in one click.
BRC Fundamentals
Administrative and Support and Waste Management and Remediation Services → Administrative and Support Services
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$4.03B | — | ||
$4.02B | — | ||
21 | — | ||
$1.54B | +11.2% | — | |
$4.01 | +1.9% | — | |
15.9% | -1.6% | — | |
12.7% | -1.5% | — | |
$159.88M | +13.9% | — | |
0.17 | -2.0% | — | |
Beta 5Y (Monthly) | unknown | — |
BRC Dividend History
105 dividends
2026
$0.245001/09/26$0.2450
2025
$0.965010/10/25$0.2450
07/10/25$0.2400
04/09/25$0.2400
01/10/25$0.2400
2024
$0.945010/10/24$0.2400
07/10/24$0.2350
04/08/24$0.2350
01/09/24$0.2350
2023
$0.925010/06/23$0.2350
07/07/23$0.2300
04/06/23$0.2300
01/09/23$0.2300
2022
$0.905010/06/22$0.2300
07/07/22$0.2250
04/07/22$0.2250
01/07/22$0.2250
2021
$0.885010/07/21$0.2250
07/08/21$0.2200
04/08/21$0.2200
01/07/21$0.2200
2020
$0.872510/08/20$0.2200
07/09/20$0.2175
04/08/20$0.2175
01/09/20$0.2175
2019
$0.855010/09/19$0.2175
07/09/19$0.2125
04/08/19$0.2125
01/09/19$0.2125
2018
$0.835010/09/18$0.2125
07/09/18$0.2075
04/06/18$0.2075
01/09/18$0.2075
2017
$0.822510/06/17$0.2075
07/06/17$0.2050
04/05/17$0.2050
01/06/17$0.2050
2016
$0.812510/06/16$0.2050
07/06/16$0.2025
04/06/16$0.2025
01/06/16$0.2025
2015
$0.802510/07/15$0.2025
07/08/15$0.2000
04/08/15$0.2000
01/07/15$0.2000
2014
$0.785010/08/14$0.2000
07/08/14$0.1950
04/08/14$0.1950
01/08/14$0.1950
2013
$0.765010/08/13$0.1950
07/08/13$0.1900
04/08/13$0.1900
01/08/13$0.1900
2012
$0.745010/05/12$0.1900
07/06/12$0.1850
04/05/12$0.1850
01/06/12$0.1850
2011
$0.725010/05/11$0.1850
07/06/11$0.1800
04/06/11$0.1800
01/06/11$0.1800
2010
$0.705010/06/10$0.1800
07/07/10$0.1750
04/07/10$0.1750
01/06/10$0.1750
2009
$0.685010/07/09$0.1750
07/08/09$0.1700
04/07/09$0.1700
01/07/09$0.1700
2008
$0.620010/08/08$0.1700
07/08/08$0.1500
04/08/08$0.1500
01/08/08$0.1500
2007
$0.570010/05/07$0.1500
07/06/07$0.1400
04/05/07$0.1400
01/08/07$0.1400
2006
$0.530010/05/06$0.1400
07/06/06$0.1300
04/06/06$0.1300
01/06/06$0.1300
2005
$0.460010/05/05$0.1300
07/06/05$0.1100
04/06/05$0.1100
01/06/05$0.1100
2004
$0.425010/06/04$0.1100
07/07/04$0.1050
04/06/04$0.1050
01/07/04$0.1050
2003
$0.405010/08/03$0.1050
07/08/03$0.1000
04/08/03$0.1000
01/08/03$0.1000
2002
$0.385010/09/02$0.1000
07/09/02$0.0950
04/08/02$0.0950
01/09/02$0.0950
2001
$0.365010/05/01$0.0950
07/09/01$0.0900
04/06/01$0.0900
01/09/01$0.0900
2000
$0.345010/05/00$0.0900
07/06/00$0.0850
04/06/00$0.0850
01/05/00$0.0850
BRC Stock Splits
1 stock split
01/03/050.5:1 split
BRC SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/17/25 | 10/31/25 | 10-Q | |
09/04/25 | 07/31/25 | 10-K | |
05/16/25 | 04/30/25 | 10-Q | |
02/21/25 | 01/31/25 | 10-Q | |
11/18/24 | 10/31/24 | 10-Q | |
09/06/24 | 07/31/24 | 10-K | |
05/22/24 | 04/30/24 | 10-Q | |
02/22/24 | 01/31/24 | 10-Q | |
11/16/23 | 10/31/23 | 10-Q | |
09/05/23 | 07/31/23 | 10-K | |
05/18/23 | 04/30/23 | 10-Q | |
02/24/23 | 01/31/23 | 10-Q | |
11/17/22 | 10/31/22 | 10-Q | |
09/01/22 | 07/31/22 | 10-K | |
05/26/22 | 04/30/22 | 10-Q | |
02/17/22 | 01/31/22 | 10-Q | |
11/18/21 | 10/31/21 | 10-Q | |
09/02/21 | 07/31/21 | 10-K | |
05/20/21 | 04/30/21 | 10-Q | |
02/18/21 | 01/31/21 | 10-Q | |
11/19/20 | 10/31/20 | 10-Q | |
09/16/20 | 07/31/20 | 10-K | |
05/21/20 | 04/30/20 | 10-Q | |
02/20/20 | 01/31/20 | 10-Q | |
11/21/19 | 10/31/19 | 10-Q | |
09/06/19 | 07/31/19 | 10-K | |
05/23/19 | 04/30/19 | 10-Q | |
02/21/19 | 01/31/19 | 10-Q | |
11/15/18 | 10/31/18 | 10-Q | |
09/13/18 | 07/31/18 | 10-K | |
05/24/18 | 04/30/18 | 10-Q | |
02/22/18 | 01/31/18 | 10-Q | |
11/16/17 | 10/31/17 | 10-Q | |
09/13/17 | 07/31/17 | 10-K | |
05/25/17 | 04/30/17 | 10-Q | |
02/23/17 | 01/31/17 | 10-Q | |
11/16/16 | 10/31/16 | 10-Q | |
09/15/16 | 07/31/16 | 10-K | |
05/19/16 | 04/30/16 | 10-Q | |
02/19/16 | 01/31/16 | 10-Q | |
11/19/15 | 10/31/15 | 10-Q | |
09/21/15 | 07/31/15 | 10-K | |
05/27/15 | 04/30/15 | 10-Q | |
03/04/15 | 01/31/15 | 10-Q | |
12/02/14 | 10/31/14 | 10-Q | |
09/29/14 | 07/31/14 | 10-K | |
06/04/14 | 04/30/14 | 10-Q | |
03/05/14 | 01/31/14 | 10-Q | |
12/06/13 | 10/31/13 | 10-Q | |
09/30/13 | 07/31/13 | 10-K | |
06/06/13 | 04/30/13 | 10-Q | |
03/08/13 | 01/31/13 | 10-Q | |
12/05/12 | 10/31/12 | 10-Q | |
09/27/12 | 07/31/12 | 10-K | |
06/05/12 | 04/30/12 | 10-Q | |
03/08/12 | 01/31/12 | 10-Q | |
12/07/11 | 10/31/11 | 10-Q | |
09/27/11 | 07/31/11 | 10-K | |
06/07/11 | 04/30/11 | 10-Q | |
03/08/11 | 01/31/11 | 10-Q | |
12/07/10 | 10/31/10 | 10-Q | |
09/21/10 | 07/31/10 | 10-K | |
06/04/10 | 04/30/10 | 10-Q | |
03/05/10 | 01/31/10 | 10-Q | |
12/04/09 | 10/31/09 | 10-Q | |
09/28/09 | 07/31/09 | 10-K | |
06/05/09 | 04/30/09 | 10-Q | |
03/10/09 | 01/31/09 | 10-Q | |
12/08/08 | 10/31/08 | 10-Q | |
09/26/08 | 07/31/08 | 10-K | |
06/06/08 | 04/30/08 | 10-Q | |
03/07/08 | 01/31/08 | 4 | |
12/06/07 | 10/31/07 | 10-Q | |
09/28/07 | 07/31/07 | 10-K | |
06/07/07 | 04/30/07 | 10-Q | |
03/07/07 | 01/31/07 | 4 | |
12/08/06 | 10/31/06 | 10-Q | |
10/06/06 | 07/31/06 | 10-K | |
05/30/06 | 04/30/06 | 10-Q | |
03/08/06 | 01/31/06 | 10-Q | |
12/08/05 | 10/31/05 | 4 | |
10/04/05 | 07/31/05 | 10-K | |
06/03/05 | 04/30/05 | 10-Q | |
03/10/05 | 01/31/05 | 10-Q | |
12/09/04 | 10/31/04 | 10-Q | |
10/08/04 | 07/31/04 | 5 | |
06/14/04 | 04/30/04 | 10-Q | |
03/02/04 | 01/31/04 | 10-Q | |
12/12/03 | 10/31/03 | 4 | |
10/23/03 | 07/31/03 | 5 | |
06/13/03 | 04/30/03 | 10-Q | |
03/14/03 | 01/31/03 | 10-Q | |
12/13/02 | 10/31/02 | 10-Q | |
10/23/02 | 07/31/02 | 10-K | |
06/13/02 | 04/30/02 | 10-Q | |
03/15/02 | 01/31/02 | 10-Q | |
12/13/01 | 10/31/01 | 10-Q | |
10/26/01 | 07/31/01 | 10-K405 | |
06/12/01 | 04/30/01 | 10-Q | |
03/15/01 | 01/31/01 | 10-Q | |
12/14/00 | 10/31/00 | 10-Q | |
10/26/00 | 07/31/00 | 10-K | |
06/06/00 | 04/30/00 | 10-Q | |
02/25/00 | 01/31/00 | 10-Q |