Industrials · Security & Protection Services
Price
$90.26
Market Cap
$4.3B
Employees
5,700
Beta
0.62
Avg Volume
360,258
CEO
Russell R. Shaller
Business Description
Brady Corporation, established in 1914 and based in Milwaukee, Wisconsin, operates as a global supplier of specialized identification and workplace safety products. The company’s core focus is on delivering solutions that facilitate the identification and protection of facilities, goods, and individuals across numerous industries worldwide. Its Identification Solutions (IDS) division provides a wide range of products for safeguarding and marking premises, including safety signs, floor-marking tapes, pipe markers, advanced labeling systems, spill control items, and lockout/tagout devices. For product management, IDS offers crucial materials, printing technologies, and RFID/barcode scanners used for initial product identification, brand integrity, tracking items through production, and final product labeling. Wire identification needs are met with handheld printers, wire markers, sleeves, and tags. Human identification offerings include name tags, badges, lanyards, rigid card printing systems, and access control software, extending to patient safety and tracking through wristbands and custom labels. This segment also delivers vital software and services for safety compliance auditing, procedure documentation, and training. Serving a diverse clientele spanning industrial and electronic manufacturing, healthcare, chemical, energy, automotive, aerospace, government, public transit, electrical contracting, education, and entertainment, IDS products are distributed via direct sales, partners, catalogs, and digital channels. The Workplace Safety (WPS) division focuses on creating secure and compliant work environments. Its portfolio comprises a variety of safety and compliance signage, tags, labels, and markings; informational displays; asset tracking labels; first aid supplies; facility safety equipment; personal protective gear; and essential labor law posters. Catering to sectors like process industries, government, education, construction, and utilities, WPS primarily utilizes catalog and digital sales channels. Additionally, it offers both stock and customized identification products, along with various resale items.
Business History
Price Overview
Last updated: Jun 27, 2026 8:59am (just now)$90.26
+0.62 (+0.69%)
Day Range
$88.45 – $90.33
52-Week Range
$67.66 – $99.29
50-Day MA
$82.91
200-Day MA
$82.08
Volume
204,681.00
Share Structure
Outstanding
47,112,790.00
Float
42,416,587.00
Free Float
90.0%
High free float
— 90.0% of shares trade freely, ~10% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
20.39
Stock Price: $90.26
EPS (Diluted): 3.96
EPS (Diluted): 3.96
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
2.82
Stock Price: $90.26
Total Equity: $1.19B
Shares: 48,092,000
Total Equity: $1.19B
Shares: 48,092,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
13.31
Market Cap: $4.25B
Total Debt: $115.00M
Cash: $174.35M
EBITDA: $282.48M
Total Debt: $115.00M
Cash: $174.35M
EBITDA: $282.48M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$3.3B
Market Cap: $4.25B
Total Debt: $115.00M
Cash: $174.35M
Total Debt: $115.00M
Cash: $174.35M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
50.3%
Gross Profit: $760.82M
Revenue: $1.51B
Revenue: $1.51B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
15.6%
Operating Income: $236.64M
Revenue: $1.51B
Revenue: $1.51B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
12.5%
Net Income: $189.26M
Revenue: $1.51B
Revenue: $1.51B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
16.5%
Net Income: $189.26M
Total Equity: $1.19B
Total Equity: $1.19B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
13.8%
Operating Income: $236.64M
Tax Rate: 20.2%
Equity: $1.19B
Total Debt: $115.00M
Cash: $174.35M
Tax Rate: 20.2%
Equity: $1.19B
Total Debt: $115.00M
Cash: $174.35M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.88
Current Assets: $621.84M
Current Liabilities: $330.33M
Current Liabilities: $330.33M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.10
Short-Term Debt: $15.23M
Long-Term Debt: $99.77M
Total Debt: $115.00M
Total Equity: $1.19B
Long-Term Debt: $99.77M
Total Debt: $115.00M
Total Equity: $1.19B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$31.47
Revenue: $1.51B
Shares: 48,092,000
Shares: 48,092,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$24.79
Total Equity: $1.19B
Shares: 48,092,000
Shares: 48,092,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$3.19
Operating CF: $181.20M
CapEx: -$27.58M
Shares: 48,092,000
CapEx: -$27.58M
Shares: 48,092,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
1.4%
Last Dividend: N/A
Stock Price: $90.26
Stock Price: $90.26
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $189.26M
Net Income: $189.26M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares BRC against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 24, 2026 7:28am (3d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.1B | $1.3B | $1.3B | $1.3B | $1.5B |
| Cost of Revenue | $583.3M | $670.5M | $674.6M | $653.5M | $752.8M |
| Gross Profit | $561.4M | $631.6M | $657.3M | $687.9M | $760.8M |
| Operating Expenses | $394.3M | $438.5M | $432.1M | $444.5M | $524.2M |
| Operating Income | $167.1M | $193.0M | $225.2M | $243.4M | $236.6M |
| Net Income | $129.7M | $150.0M | $174.9M | $197.2M | $189.3M |
| EBITDA | $196.9M | $227.4M | $261.6M | $280.8M | $282.5M |
| EPS | $2.49 | $2.92 | $3.53 | $4.08 | $3.96 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 24, 2026 7:28am (3d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $147.3M | $114.1M | $151.5M | $250.1M | $174.3M |
| Total Current Assets | $465.1M | $498.1M | $524.8M | $599.7M | $621.8M |
| Total Assets | $1.4B | $1.4B | $1.4B | $1.5B | $1.7B |
| Current Liabilities | $257.6M | $255.2M | $258.0M | $264.7M | $330.3M |
| Long-Term Debt | $38.0M | $95.0M | $49.7M | $90.9M | $99.8M |
| Total Liabilities | $414.7M | $456.0M | $398.3M | $448.9M | $542.0M |
| Total Equity | $963.0M | $911.3M | $990.9M | $1.1B | $1.2B |
| Retained Earnings | $788.4M | $892.4M | $1.0B | $1.2B | $1.3B |
Cash Flow (Annual)
Last updated: Jun 24, 2026 7:28am (3d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $205.7M | $118.4M | $209.1M | $255.1M | $181.2M |
| Capital Expenditure | -$27.2M | -$43.1M | -$19.2M | -$79.9M | -$27.6M |
| Free Cash Flow | $178.5M | $75.3M | $189.9M | $175.2M | $153.6M |
| Acquisitions (net) | -$244.0M | $0 | $8.0M | $0 | -$144.5M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$3.6M | -$109.2M | -$75.0M | -$72.2M | -$50.8M |
| Net Change in Cash | -$70.3M | -$33.3M | $37.5M | $98.6M | -$75.8M |
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 8:59am (just now)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$1.5B $1.5B – $1.5B
|
$1.7B $1.7B – $1.7B
|
$2.1B $2.1B – $2.1B
|
$2.3B $2.3B – $2.3B
|
| EBITDA |
$327.6M $327.1M – $328.1M
|
$360.0M $359.7M – $360.3M
|
$463.0M $462.9M – $463.2M
|
$508.7M $508.5M – $508.9M
|
| Net Income |
$220.5M $214.5M – $226.5M
|
$253.7M $251.3M – $256.1M
|
$283.7M $283.6M – $283.9M
|
$313.1M $312.9M – $313.2M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 24, 2026 7:28am (3d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +13.7% | +2.3% | +0.7% | +12.8% |
| Gross Profit Growth | +12.5% | +4.1% | +4.7% | +10.6% |
| Operating Income Growth | +15.5% | +16.7% | +8.1% | -2.8% |
| Net Income Growth | +15.7% | +16.6% | +12.8% | -4.0% |
| EBITDA Growth | +15.5% | +15.0% | +7.4% | +0.6% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-10 | Nargolwala Vineet A | A-Award | 25,684.00 | $0.00 | $0 |
| 2026-06-10 | Nargolwala Vineet A | P-Purchase | 13,011.00 | $76.86 | $1.0M |
| 2026-06-08 | Nargolwala Vineet A | A-Award | 39,698.00 | $0.00 | $0 |
| 2026-06-08 | Bojarski Olivier | A-Award | 15,506.00 | $0.00 | $0 |
| 2026-04-06 | ALLENDER PATRICK W | A-Award | 304.00 | $80.22 | $24,387 |
| 2026-01-09 | ALLENDER PATRICK W | A-Award | 296.00 | $82.21 | $24,334 |
| 2026-01-05 | DeBruine Thomas F | S-Sale | 5,538.00 | $81.00 | $448,578 |
| 2025-12-19 | Thornton Ann | M-Exempt | 4,080.00 | $35.14 | $143,371 |
| 2025-12-19 | Thornton Ann | S-Sale | 4,080.00 | $81.95 | $334,356 |
| 2025-12-19 | Thornton Ann | M-Exempt | 4,080.00 | $35.14 | $143,371 |
| 2025-12-10 | Wilms Brett | M-Exempt | 3,791.00 | $43.50 | $164,909 |
| 2025-12-10 | Wilms Brett | S-Sale | 3,791.00 | $78.13 | $296,191 |
| 2025-12-10 | Wilms Brett | M-Exempt | 3,791.00 | $43.50 | $164,909 |
| 2025-11-25 | Gorman Andrew | M-Exempt | 6,469.00 | $49.79 | $322,092 |
| 2025-11-25 | Gorman Andrew | M-Exempt | 6,059.00 | $43.50 | $263,567 |
| 2025-11-25 | Gorman Andrew | S-Sale | 6,059.00 | $80.01 | $484,781 |
| 2025-11-25 | Gorman Andrew | M-Exempt | 6,059.00 | $43.50 | $263,567 |
| 2025-11-25 | Gorman Andrew | M-Exempt | 6,469.00 | $49.79 | $322,092 |
| 2025-11-25 | Shaller Russell | S-Sale | 17,130.00 | $81.25 | $1.4M |
| 2025-11-21 | RICHARDSON BRADLEY C | S-Sale | 1,000.00 | $78.33 | $78,330 |
Dividend History (Last 20)
Last updated: Jun 24, 2026 7:28am (3d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-07-10 | $0.25 | 2026-05-19 | 2026-07-10 | 2026-07-31 |
| 2026-04-09 | $0.25 | 2026-02-24 | 2026-04-09 | 2026-04-30 |
| 2026-01-09 | $0.25 | 2025-12-02 | 2026-01-09 | 2026-01-30 |
| 2025-10-10 | $0.25 | 2025-09-03 | 2025-10-10 | 2025-10-31 |
| 2025-07-10 | $0.24 | 2025-05-15 | 2025-07-10 | 2025-07-31 |
| 2025-04-09 | $0.24 | 2025-02-27 | 2025-04-09 | 2025-04-30 |
| 2025-01-10 | $0.24 | 2024-12-04 | 2025-01-10 | 2025-01-31 |
| 2024-10-10 | $0.24 | 2024-09-05 | 2024-10-10 | 2024-10-31 |
| 2024-07-10 | $0.24 | 2024-05-20 | 2024-07-10 | 2024-07-31 |
| 2024-04-08 | $0.24 | 2024-02-20 | 2024-04-09 | 2024-04-30 |
| 2024-01-09 | $0.24 | 2023-11-15 | 2024-01-10 | 2024-01-31 |
| 2023-10-06 | $0.24 | 2023-09-04 | 2023-10-10 | 2023-10-31 |
| 2023-07-07 | $0.23 | 2023-05-17 | 2023-07-10 | 2023-07-31 |
| 2023-04-06 | $0.23 | 2023-02-21 | 2023-04-10 | 2023-04-28 |
| 2023-01-09 | $0.23 | 2022-11-16 | 2023-01-10 | 2023-01-31 |
| 2022-10-06 | $0.23 | 2022-08-31 | 2022-10-07 | 2022-10-28 |
| 2022-07-07 | $0.23 | 2022-05-25 | 2022-07-08 | 2022-07-29 |
| 2022-04-07 | $0.23 | 2022-02-16 | 2022-04-08 | 2022-04-29 |
| 2022-01-07 | $0.23 | 2021-11-17 | 2022-01-10 | 2022-01-31 |
| 2021-10-07 | $0.23 | 2021-09-01 | 2021-10-08 | 2021-10-29 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for BRC — it's generated by the pipeline (
market-narrative step).
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30