Brady Corporation Common Stock (BRC)

FairStock Score: 66/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I ask first whether Brady is durable and second whether the price leaves room for error. Brady sells identification and safety products—signs, labels, pipe markers, lockout/tagout devices, first aid—items that are small in cost but important for compliance and safety. That can create sticky, recurring demand and a modest moat. The financials are sturdy. In fiscal Q3 2026, the quarter ended 2026-04-30, filed revenue was $435.2M and net income $57.8M, up from $382.6M and $52.3M in fiscal Q3 2025, the quarter ended 2025-04-30. For fiscal year 2026, period ended 2026-07-31, revenue was $1.7B and net income $205.4M, versus fiscal year 2025, period ended 2025-07-31, revenue of $1.5B and net income of $189.3M. FairStock's return metrics show ROE 16.11% and ROCE 10.43%, with debt-to-equity of just 0.06—a conservatively financed company. The Altman Z-Score of 6.61 supports financial safety, and a Piotroski F-Score of 6/9 is respectable, though not flawless. The trouble is price. At the 2026-10-13 close of $85.03, FairStock calculates P/E 19.77 and P/B 2.94. Its Graham Number is $52.92, implying a margin of safety of -60.68%. FairStock's FCF yield is 4.7%, and its EV/EBITDA is 12.62—not distressed, but not cheap. Lynch's rules label it a stalwart, with long-run profit growth of 9.6% and revenue growth of 7.7%. The FairStock Score is 66/100. I like the quality; the price already reflects much of it.

In plain English: Brady makes signs, labels, safety gear, and other products that help identify and protect workplaces. The business looks financially solid: it earns good returns, carries little debt, and grew sales and profit in the latest filed periods. But at $85.03, the price looks full compared with its profits and accounting value, so it is not an obvious bargain.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-04-30) · fiscal Q2 2026 10-Q (period ended 2026-01-31) · fiscal Q1 2026 10-Q (period ended 2025-10-31) · fiscal Q3 2025 10-Q (period ended 2025-04-30) · FY2026 10-K (period ended 2026-07-31) · FY2025 10-K (period ended 2025-07-31) · FY2024 10-K (period ended 2024-07-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer