Inside the research
Brady Corporation
BRC Research profile · latest available data
Price overview
$84.02
▲ +1.39 (+1.7%)
| 52w hi | $98.24 |
|---|---|
| 52w lo | $70.77 |
| Vol | 275.60K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.16
| Short | -0.19 |
|---|---|
| Medium | -0.21 |
| Long | -0.02 |
computed 2026-09-27
Key fundamentals
Brady Corporation
Industrials · Security & Protection Services
| Market cap | $3.94B |
|---|---|
| Enterprise value | $3.84B |
| Trailing P/E | 19.54x |
| Forward P/E | 11.65x |
| EV / EBITDA | 11.15x |
| P / S (ttm) | 2.37x |
| Profit margin | 12.4% |
| Return on equity | 16.1% |
| Revenue growth | +10.0% |
| Earnings growth | -8.5% |
| Debt / equity | 6.16 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.26 | |
| Sector | -0.01 | |
| Technical | -0.18 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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. 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 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.
Risk Metrics
| Beta vs SPX | 0.63 |
|---|---|
| Corr SPX | 0.34 |
| Annual vol | 29.6% |
| Annual ret | +10.2% |
| Sharpe | 0.34 |
| Max DD | -26.3% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Material Agreement, Acquisition / Disposition… | read |
| 2026-06-18 | Material Agreement, Termination of Agreement… | read |
| 2026-06-11 | Officer / Director Change, Exhibits | read |
| 2026-05-18 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-08 | Officer / Director Change | read |
| 2026-04-21 | Material Agreement, Other Material Event… | read |
| 2026-03-20 | Officer / Director Change | read |
| 2026-02-19 | Earnings Release, Reg FD Disclosure… | read |
| 2025-12-03 | Shareholder Vote, Other Material Event… | read |
| 2025-11-17 | Earnings Release, Reg FD Disclosure… | read |
| 2025-09-19 | Officer / Director Change, Exhibits | read |
| 2025-09-04 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | DeBruine Thomas F | Chief Operating Officer | Grant | 1.05K | — |
| 2026-08-03 | Gorman Andrew | General Counsel&Corp Secr | Grant | 1.05K | — |
| 2026-08-03 | Thornton Ann | CFO and Treasurer | Grant | 1.58K | — |
| 2026-07-02 | ALLENDER PATRICK W | Grant | 267 | $24.55K | |
| 2026-06-10 | Nargolwala Vineet A | President & CEO | Buy | 13.01K | $1.00M |
| 2026-06-10 | Nargolwala Vineet A | President & CEO | Grant | 25.68K | — |
| 2026-06-08 | Nargolwala Vineet A | President & CEO | Grant | 39.70K | — |
| 2026-06-08 | Bojarski Olivier | President Americas & Asia | Grant | 15.51K | — |
| 2026-04-06 | ALLENDER PATRICK W | Grant | 304 | $24.39K | |
| 2026-01-09 | ALLENDER PATRICK W | Grant | 296 | $24.33K |
Flow & Concentration
| Insider 180d net | $1.00M |
|---|---|
| Insider buys / sells | 1 / 0 |
| Insider bias | Neutral |
| 13F holders | 7 |
| Top-5 share | 99.8% |
| HHI | 5,002 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $597.24M | 6.52M |
| State Street Corp | $153.85M | 1.68M |
| Renaissance Technologies | $83.79M | 915.04K |
| Capital Research / Capital World | $39.29M | 429.02K |
| AQR Capital Management | $5.86M | 63.96K |
| Citadel Advisors | $1.72M | 18.82K |
| T. Rowe Price Group | $8.47K | 92.49K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.33B | -0.0% | |
| Gross profit | $760.82M | +11.6% | |
| Operating income | $243.41M | +13.4% | |
| Net income | $129.66M | +15.0% | |
| Cash from ops | $255.07M | +3.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $82.43 | $84.14 | $82.25 | $84.02 | 275.60K |
| Sep 24 | $83.74 | $83.96 | $82.08 | $82.63 | 207.90K |
| Sep 23 | $83.10 | $85.27 | $83.10 | $83.82 | 211.10K |
| Sep 22 | $84.51 | $84.51 | $83.07 | $83.39 | 237.10K |
| Sep 21 | $84.42 | $84.53 | $83.57 | $83.83 | 237.40K |
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