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Maker of industrial identification products, including labels, signs, safety products and workplace compliance software.
Maker of industrial identification products, including labels, signs, safety products and workplace compliance software.
Earns most from consumable labels, signs and tapes that customers buy repeatedly for printers and systems already installed in factories, warehouses and electrical sites, mostly through distributors. Voting control sits with the founding Brady family through a separate share class.
Moat: narrow (brand, distribution, installed base). Established brand and installed printer/label system base create recurring consumables revenue.
Headquarters: Milwaukee, Wisconsin · Founded: 1914 · Employees: 6,325
Size Brady (BRC) is a United States Industrials company (Miscellaneous Manufacturing) with a market value of $3.69B, the 1398th largest of 3,117 United States companies the cockpit tracks. Shares closed at $78.72 on 6 Nov 2026.
Performance Over six months the shares gained 0.5%, against -10.9% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 9.8% over the last twelve months (peer median +9.6%); the operating margin is 15.8% (peer median 12.4%).
Valuation It trades at 12.0× forward earnings against a peer median of 20.4× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.7 points above its cost of capital (7.9% WACC).
Short interest Short interest is 3.2% of the free float (15 Oct 2026).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $1.66B | $1.66B | $1.51B | $1.34B | $1.33B |
| Revenue growth | — | +10% | +13% | +1% | — |
| Gross profit | $859M | $859M | $761M | $686M | $655M |
| EBITDA | $308M | $308M | $278M | $271M | $255M |
| Net income | $205M | $205M | $189M | $197M | $175M |
| Free cash flow | $193M | $193M | $154M | $175M | $190M |
| Capital expenditure | $51.5M | $51.5M | $27.6M | $79.9M | $19.2M |
| Total debt | $83.6M | $83.6M | $159M | $130M | $80.7M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Brady BRC | $3.69B | 0% | +10% | 16% | 12.0× | 1.0% |
| Avery Dennison AVY | $14.1B | +14% | +7% | 13% | 17.4× | 1.9% |
| 3M MMM | $95.7B | +30% | +2% | 21% | 19.2× | 11.3% |
| Illinois Tool Works ITW | $79.8B | +11% | +5% | 27% | 23.4× | 9.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BRC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.7% | -0.8% | 9th lowest of 21 |
| 6-month return | +0.5% | -10.9% | 8th highest of 21 |
| Distance from 52-week high | -20.7% | -28.9% | 7th highest of 21 |
| Revenue growth (TTM) | +9.8% | +9.6% | 11th highest of 21 |
| Operating margin | 15.8% | 12.4% | 7th highest of 21 |
| Forward P/E | 12.0× | 20.4× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 1.0% | 10.3% | 4th least demanding of 20 |
| Growth delivered (Del g) | +7.7% | +8.5% | 9th lowest of 20 |
| Hurdle (Req g minus delivered) | -6.8 pp | +3.5 pp | 3rd least demanding of 20 |
| ROIC minus cost of capital | +8.7 pp | +3.6 pp | 6th highest of 21 |
| EV / EBITDA | 11.7× | 12.0× | 7th cheapest of 14 |
| Net debt / EBITDA | -0.3× | 1.1× | 5th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Brady BRC | United States | $3.69B | 0% | +10% | 16% | 12.0× | 1.0% | +7.7% |
| Astral ASTRAL.NS | India | $3.57B | -20% | +17% | 12% | 46.8× | 32.5% | +15.6% |
| Kurita Water Industries 6370.T | Japan | $3.47B | -39% | +1% | 14% | 11.3× | 5.6% | +8.5% |
| Supreme Industries SUPREMEIND.NS | India | $4.24B | -14% | +17% | 10% | 33.6× | 25.8% | +12.1% |
| TOMRA Systems TOM.OL | Norway | $3.17B | +6% | +7% | 11% | 31.8× | 9.5% | +9.2% |
| Ansell ANN.AX | Australia | $4.42B | +79% | +2% | 15% | 19.2× | 10.3% | +3.0% |
| Hill & Smith HILS.L | United Kingdom | $2.88B | +10% | +3% | 16% | 19.5× | 19.4% | +5.6% |
| Daetwyler DAE.SW | Switzerland | $2.72B | -21% | +2% | 10% | 24.7× | 9.3% | +6.0% |
| Hanshow Technology 301275.SZ | China | $2.68B | -5% | +42% | 13% | 27.7× | 10.0% | +13.6% |
| Zhejiang Weixing New Building Materials 002372.SZ | China | $2.27B | -19% | -12% | 14% | 17.8× | 9.9% | +1.1% |
| Leyard Optoelectronic 300296.SZ | China | $2.20B | -14% | -14% | 4% | 28.8× | 17.1% | +1.2% |
| Zhejiang Weixing Industrial Development 002003.SZ | China | $2.17B | +28% | +14% | 16% | 20.7× | -4.2% | +14.0% |
| Armstrong World Industries AWI | United States | $7.16B | +6% | +9% | 19% | 18.6× | 16.2% | +11.6% |
| FP Corporation 7947.T | Japan | $1.61B | +35% | +4% | 9% | 15.5× | -1.0% | +5.1% |
| Jinfu Technology 003018.SZ | China | $1.51B | -30% | +85% | 26% | 39.3× | 18.0% | +8.2% |
| Vesuvius VSVS.L | United Kingdom | $1.49B | +2% | +2% | 7% | 14.7× | 8.2% | +4.4% |
| Xiamen Voke Mold & Plastic Engineering 301196.SZ | China | $1.48B | -34% | +34% | 12% | 32.6× | 19.6% | +19.4% |
| Advanced Drainage Systems WMS | United States | $9.37B | -13% | +10% | 22% | 20.1× | 10.8% | +9.0% |
| Shanghai PRET Composites 002324.SZ | China | $1.36B | -44% | +27% | 1% | 45.7× | n/a | n/a |
| Takuma 6013.T | Japan | $1.26B | -1% | +18% | 10% | 13.6× | -5.4% | +2.5% |
| PILLAR 6490.T | Japan | $1.25B | -9% | +10% | 22% | 11.5× | 18.0% | +14.5% |