BRC · NYSE · Industrials
Brady Corporation (BRC) — Rank #99 by gross profitability (GP/assets 0.46) · ROE 15.1% · Piotroski F-Score 9 / 9.
As-of 2026-10-30 · CIK 0000746598 · all metrics point-in-time as of the filing date.
About
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.
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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 name tags, badges, lanyards, rigid card printing systems, and access control software. The company serves industrial manufacturing, electronic manufacturing, healthcare, chemical, oil, gas, alternative energy, automotive, aerospace, governments, mass transit, mechanical contractors, construction, utilities, education, leisure and entertainment, retail and telecommunications, and others. The company markets and sells its products through multiple channels, including distributors, a direct sales force, and digital channels.
Brady Corporation was incorporated in 1914 and is based in Milwaukee, Wisconsin.
- Industry
- Security & Protection Services
- Sector
- Industrials
- State
- WI
- Filer Category
- Large accelerated filer
- Fiscal Year End
- July 31
- Website
- bradyid.com
Company Snapshot
P/E and reverse DCF are the primary valuation lenses at this stage.
Market Cap
—
P/E (annual)
—
P/S (annual)
—
P/B
—
P/OCF (annual)
—
Shareholder Yield
—
Employees
6,325
Industry
Security & Protection Services
Exchange
NYSE
11/11
Flags passed
BRC passes 11/11 quality flags
- PASSGross margin holding
- PASSDilution within 2%
- PASSFCF not negative from investment
- PASSDisclosure consistent
- PASSRevenue not declining
- PASSOperating margin holding
- PASSFree cash flow intact
- PASSPasses safety gate
- PASSBalance sheet stable
- PASSNo competitive retreat
- PASSSBC not compressing margin
Strengths Operating leverage expanding · Deferred revenue growing
No data Valuation — not counted as a pass.
A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
2/3 passGrowth
2/2 passFCF yield, shareholder yield, and buyback activity are the primary reads at this stage.
Profitability
Does it make money well?
No warning flags · GP/assets 0.46
Gross profitability (GP / assets)
0.46
Primary signal (Novy-Marx).
2nd of 6 SIC 39 peers
Return on equity
15.1%
Gross margin
51.7%
2nd of 6 SIC 39 peers
Revenue growth (YoY)
9.8%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
7.7%
Revenue CAGR (5Y)
7.7%
Earnings CAGR (3Y)
5.5%
FCF CAGR (3Y)
0.5%
Cash Flow Health
Is the cash real?
No warning flags · FCF 6% below net income
Free cash flow
$192.65M
Operating cash flow minus capex.
Positive free cash flow
FCF vs net income
-6.2%
(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.
FCF not below net income
Fails when free cash flow is below net income (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
1.4%
Stock-based comp intensity.
Balance Sheet Strength
Can it survive a storm?
No warning flags · net cash $172.16M, F-Score 9/9
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.36
2nd of 5 SIC 39 peers (best = lowest)
Current ratio
1.94×
6th of 6 SIC 39 peers
Quick ratio
1.26×
Net cash
$172.16M
Cash & equivalents minus total debt.
Piotroski F-Score
9 / 9
Fundamental-strength score (0-9).
Valuation
Is the price reasonable?
No data
Dividend safety
Composite score
4.0 / 5
Capital allocation quality
Composite score
3.0 / 5
Lifecycle Phase History
Price History
Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports