Item 1. Business General Development of Business Brady was incorporated under the laws of the state of Wisconsin in 1914. Brady is a global manufacturer and supplier of identification solutions and workplace safety products that identify and protect premises, products and people. The ability to provide customers with a broad range of proprietary, customized and diverse products for use in various applications across multiple industries and geographies, along with a commitment to quality and service, have made Brady a leader in many of its markets. The Company is organized and managed on a geographic basis with two reportable segments: Americas & Asia and Europe & Australia. The Americas & Asia segment is comprised of our operations in North America, South America and Asia, while the Europe & Australia segment is comprised of our operations in Europe, the Middle East, Africa and Australia.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 1.6B | 1.5B | 1.3B | 1.3B | 1.3B | 1.1B |
| Net Income | 204M | 189M | 197M | 175M | 150M | 130M |
| EPS | $4.26 | - | - | - | - | - |
| Free Cash Flow | 170M | 154M | 175M | 190M | 75M | 178M |
| ROIC | 16.8% | 16.6% | 19.6% | 17.8% | 16.0% | 13.6% |
| Gross Margin | 50.9% | 50.3% | 51.3% | 49.4% | 48.5% | 49.0% |
| Debt/Equity | 0.06 | 0.22 | 0.21 | 0.13 | 0.25 | 0.13 |
| Dividends/Share | $0.96 | - | - | - | - | - |
| Operating Income | 257M | 237M | 243M | 225M | 193M | 167M |
| Operating Margin | 16.4% | 15.6% | 18.1% | 16.9% | 14.8% | 14.6% |
| ROE | 15.5% | 16.8% | 19.2% | 18.4% | 16.0% | 15.1% |
| Shares Outstanding | 48M | - | - | - | - | - |
BRADY CORP passes 3 of 9 quality checks, indicating weak fundamentals.
BRADY CORP trades at 19.7x trailing earnings, compared to its 15-year median P/E of 17.6x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 21.6x vs a median of 11.4x. The company's 5-year average ROIC is 16.7% with a gross margin of 49.7%. Total shareholder yield (dividends + buybacks) is 2.6%. At current prices, the estimated annualized return to fair value is +10.3%.
BRADY CORP (BRC) has a current P/E ratio of 19.7, compared to its historical median P/E of 17.6. The stock is currently considered Expensive based on its historical valuation range.
BRADY CORP (BRC) has a 5-year average return on invested capital (ROIC) of 16.7%. This indicates strong capital allocation and a potential competitive advantage.
BRADY CORP (BRC) has a market capitalization of $4.0B. It is classified as a mid-cap stock.
Yes, BRADY CORP (BRC) pays a dividend with a trailing twelve-month yield of 1.14%. The company also returns capital through share buybacks, with a buyback yield of 1.49%.
Based on historical P/E analysis, BRADY CORP (BRC) appears expensive. The current P/E of 19.7 is 12% above its historical median of 17.6. The estimated fair value CAGR (P/E method) is 12.6%.
BRADY CORP (BRC) operates in the Miscellaneous Manufacturing Industries industry, within the Consumer Cyclical sector.
BRADY CORP (BRC) reported annual revenue of $1.5 billion in its most recent fiscal year, based on SEC EDGAR filings.
BRADY CORP (BRC) has a net profit margin of 12.5%. This is a healthy margin.
BRADY CORP (BRC) generated $154 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
BRADY CORP (BRC) has a debt-to-equity ratio of 0.22. This indicates a conservatively financed balance sheet.
BRADY CORP (BRC) has a return on equity (ROE) of 16.8%. This indicates the company generates strong returns for shareholders.
BRADY CORP (BRC) has a 5-year average gross margin of 49.7%. This indicates decent pricing power.
The Ledger Terminal provides 17 years of financial data for BRADY CORP (BRC), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
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