BRC Industrials

Brady Corporation

$82.49-2.99%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Industrials
Industry: Security & Protection Services
Country: United States
Market cap: 3.9B USD
Enterprise value: 3.7B USD
Full-time employees: 6,325

Overall health

About average: valuation

Ranks #267 of 2,308 industrials companies (top 12%)

See how it ranks against its peers

Worth knowing

Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $1.1B in FY Jul 2021 to $1.7B in FY Jul 2026.
Brady's fiscal-year revenue rose in each of the five years to FY Jul 2026, from $1.1B to $1.7B.
Profit is backed by cash. Free cash flow is 94% of reported profit.
Brady's free cash flow is 94% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.
Wide margins. Operating margin 16% (12 months to Jul 2026) vs a peer median of 7.7%.Operating margin 16% vs peers 7.7%.
Brady keeps 16% of revenue as operating profit, more than 80% of peers (median 7.7%).
Little borrowing. Debt is 0.01× equity vs a peer median of 0.4×.Debt is 0.01× equity vs peers 0.4×.
Brady has among the least debt in its peer group relative to shareholders' equity.

StockQuotient Score

71/ 100

Oct 5 71 → Nov 4 71

Valuation

Is the price right?

58/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why

Helped by:

▲ Earnings yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield5.2%

SEC filings · 12 months to Jul 2026Reported value30% base weight · Z-score 0.49Sector median: 0.0377 · MAD: 0.0294

EBITDA yield8.2%

SEC filings · 12 months to Jul 2026Reported value50% base weight · Z-score 0.29Sector median: 0.0695 · MAD: 0.0425

Free cash flow yield4.9%

SEC filings · 12 months to Jul 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score 0.32Sector median: 0.0370 · MAD: 0.0370

Other data (not scored)

Book yield34.4%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5027 · MAD: 0.2823

Growth

Is it growing?

62/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

12-month revenue up 2.4%

Why

Stronger than most peers on:

▲ Revenue growth
▲ 3-yr revenue

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth9.1%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 0.08Sector median: 0.0709 · MAD: 0.2481

3-year revenue growth7.7%

SEC filings · 3 years to Jul 2026Reported value33% base weight · Z-score 0.55Sector median: 0.0421 · MAD: 0.0625

Revenue growth9.8%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 0.70Sector median: 0.0439 · MAD: 0.0766

Profitability

Does it earn well?

90/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROA
▲ ROIC
▲ Operating margin

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin15.9%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 1.60Sector median: 0.0773 · MAD: 0.0507

Return on assets11.1%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 3.32Sector median: 0.0311 · MAD: 0.0241

Return on invested capital17.6%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 1.87Sector median: 0.0715 · MAD: 0.0558

Other data (not scored)

Gross margin51.7%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.2573 · MAD: 0.1038

Return on equity15.1%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.0802 · MAD: 0.0639

Risk

Debt, liquidity, price swings

Lower

Lower relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ Debt / equity
▲ Current ratio

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta0.61

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score 0.14Sector median: 0.6440 · MAD: 0.2745

Current ratio1.94×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.59Sector median: 1.6180 · MAD: 0.5360

Debt / equity0.01×

SEC filings · latest balance sheetReported value33% base weight · Z-score 1.16Sector median: 0.4019 · MAD: 0.3378

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Brady

Is Brady getting weaker?: Its latest SEC filing (Sep 3, 2026) showed no major changes. Its overall score is unchanged at 71/100 since Oct 28, 2026.
How is Brady valued vs its peers?: Priced about in line with its peers. Valuation scores 58/100 against 2,459 industrials peers. Earnings yield 5.2% vs a peer median of 3.8% (stronger than 64% of peers).Earnings yield 5.2% vs peers 3.8% (stronger than 64% of peers).
Is Brady growing?: Yes, faster than most of its peers. Growth scores 62/100 against 2,459 industrials peers. Revenue growth 9.8% vs a peer median of 4.4% (stronger than 69% of peers).Revenue growth 9.8% vs peers 4.4% (stronger than 69% of peers).
How profitable is Brady?: More profitable than most of its peers. Profitability scores 90/100 against 2,459 industrials peers. Return on assets 11.1% vs a peer median of 3.1% (stronger than 95% of peers).Return on assets 11.1% vs peers 3.1% (stronger than 95% of peers).
How risky is Brady?: Lower risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Debt / equity 0.01× vs a peer median of 0.40× (stronger than 93% of peers).Debt / equity 0.01× vs peers 0.40× (stronger than 93% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jul 31, 2026 · filed Sep 3, 2026 · compared with the quarter ended Apr 30, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	1.6B USD	1.7B USD	+2.4%
Net income (12 months)	209.7M USD	205.4M USD	−2.0%
Operating margin	16.2%	15.9%	−0.3 pts
Free cash flow (12 months)	181.3M USD	192.7M USD	+6.2%
Debt	26.9M USD	15.0M USD	−44.2%
Cash	175.5M USD	187.1M USD	+6.6%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Industrials · 318 companies

Valuations in Industrials are near the top of their range since 2016.

85% of months since 2016 were valued lower than now.
41% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +20% and earnings +14% (medians): prices and earnings moved broadly together.
Median price-to-sales is −24% vs the whole market, against a usual −31%.

2016Shaded: most expensive fifth of its range2026

Shown for Industrials: too few Security & Protection Services companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Jul 2022	FY Jul 2023	FY Jul 2024	FY Jul 2025	FY Jul 2026	Change
Gross margin	48.5%	49.4%	51.3%	50.3%	51.7%	▲ 1.5 pts
Operating margin	14.8%	16.9%	18.1%	15.6%	15.9%	▲ 0.2 pts
Net margin	11.5%	13.1%	14.7%	12.5%	12.4%	▼ 0.1 pts
Return on assets (ROA)	11.0%	12.6%	13.0%	10.9%	11.1%	▲ 0.2 pts
Return on equity (ROE)	16.5%	17.6%	18.5%	15.9%	15.1%	▼ 0.7 pts
Free cash flow margin	5.8%	14.3%	13.1%	10.1%	11.6%	▲ 1.4 pts
Current ratio	1.95×	2.03×	2.27×	1.88×	1.94×	▲ 2.9%
Quick ratio	1.21×	1.35×	1.69×	1.27×	1.30×	▲ 2.3%
Debt to equity	—	—	0.09×	0.08×	0.01×	▼ 87%
Interest coverage	151.26×	63.64×	77.87×	49.85×	27.17×	▼ 46%

BRC price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Worth knowing

Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $1.1B in FY Jul 2021 to $1.7B in FY Jul 2026.

Brady's fiscal-year revenue rose in each of the five years to FY Jul 2026, from $1.1B to $1.7B.

Profit is backed by cash. Free cash flow is 94% of reported profit.

Brady's free cash flow is 94% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.

Wide margins. Operating margin 16% (12 months to Jul 2026) vs a peer median of 7.7%.Operating margin 16% vs peers 7.7%.

Brady keeps 16% of revenue as operating profit, more than 80% of peers (median 7.7%).

Little borrowing. Debt is 0.01× equity vs a peer median of 0.4×.Debt is 0.01× equity vs peers 0.4×.

Brady has among the least debt in its peer group relative to shareholders' equity.

Questions investors ask about Brady

Is Brady getting weaker?

Its latest SEC filing (Sep 3, 2026) showed no major changes. Its overall score is unchanged at 71/100 since Oct 28, 2026.

How is Brady valued vs its peers?

Priced about in line with its peers. Valuation scores 58/100 against 2,459 industrials peers. Earnings yield 5.2% vs a peer median of 3.8% (stronger than 64% of peers).Earnings yield 5.2% vs peers 3.8% (stronger than 64% of peers).

Is Brady growing?

Yes, faster than most of its peers. Growth scores 62/100 against 2,459 industrials peers. Revenue growth 9.8% vs a peer median of 4.4% (stronger than 69% of peers).Revenue growth 9.8% vs peers 4.4% (stronger than 69% of peers).

How profitable is Brady?

More profitable than most of its peers. Profitability scores 90/100 against 2,459 industrials peers. Return on assets 11.1% vs a peer median of 3.1% (stronger than 95% of peers).Return on assets 11.1% vs peers 3.1% (stronger than 95% of peers).

How risky is Brady?

Lower risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Debt / equity 0.01× vs a peer median of 0.40× (stronger than 93% of peers).Debt / equity 0.01× vs peers 0.40× (stronger than 93% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

1.6B USD

1.7B USD

+2.4%

Net income (12 months)

209.7M USD

205.4M USD

−2.0%

Operating margin

16.2%

15.9%

−0.3 pts

Free cash flow (12 months)

181.3M USD

192.7M USD

+6.2%

Debt

26.9M USD

15.0M USD

−44.2%

Cash

175.5M USD

187.1M USD

+6.6%

Key ratios

FY Jul 2022

FY Jul 2023

FY Jul 2024

FY Jul 2025

FY Jul 2026

Change

Gross margin

48.5%

49.4%

51.3%

50.3%

51.7%

▲ 1.5 pts

Operating margin

14.8%

16.9%

18.1%

15.6%

15.9%

▲ 0.2 pts

Net margin

11.5%

13.1%

14.7%

12.5%

12.4%

▼ 0.1 pts

Return on assets (ROA)

11.0%

12.6%

13.0%

10.9%

11.1%

▲ 0.2 pts

Return on equity (ROE)

16.5%

17.6%

18.5%

15.9%

15.1%

▼ 0.7 pts

Free cash flow margin

5.8%

14.3%

13.1%

10.1%

11.6%

▲ 1.4 pts

Current ratio

1.95×

2.03×

2.27×

1.88×

1.94×

▲ 2.9%

Quick ratio

1.21×

1.35×

1.69×

1.27×

1.30×

▲ 2.3%

Debt to equity

—

0.09×

0.08×

0.01×

▼ 87%

Interest coverage

151.26×

63.64×

77.87×

49.85×

27.17×

▼ 46%