Brady (BRC) Valuation Check After Mixed Signals In Latest Results

Simply Wall St.01-15

Brady (BRC) is back in focus after its latest quarterly results highlighted a mix of strengths and questions, with long term revenue and EPS growth contrasted with slower organic growth in its core ...

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See our latest analysis for Brady. Those mixed signals seem to be reflected in the market, with the 90 day share price return of 9.33% and 1 year total shareholder return of 14.44% pointing to momentum that is still constructive rather than fading. If Brady’s latest results have you thinking about where else to put fresh capital to work, this could be a good time to broaden your search with fast growing stocks with high insider ownership. With Brady’s share price at $82.00, a model-based estimate of intrinsic value suggesting a 37.72% discount, and a 17.07% gap to the analyst target of $96.00, the key question is whether this signals a genuine buying opportunity or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 13.7% Undervalued With Brady trading at $82.00 and the most followed narrative pointing to a higher fair value, the gap comes down to how the business mix and execution story evolve from here. The company's deepening product ecosystem and recent acquisitions (Gravotech, Funai Microfluidics, Mecco) expand capabilities in direct part marking, barcode/RFID solutions, and software integration, directly addressing rising global requirements for traceability, regulatory compliance, and asset tracking. This supports entry into higher growth, higher margin markets and drives recurring revenue streams. Read the complete narrative. Curious what kind of revenue path and margin profile that sort of ecosystem is aiming for, and what profit multiple that assumes by the late 2020s. The full narrative lays out a detailed earnings glide path, a tighter share count and a valuation anchor that sits below typical industry pricing today, all tied together using a 6.9% discount rate. Result: Fair Value of $95 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on organic growth improving and tariff headwinds being contained, as prolonged weak demand in Europe and higher trade costs could pressure both revenue and margins. Find out about the key risks to this Brady narrative.  Build Your Own Brady Narrative If you see the assumptions differently or prefer to test the numbers yourself, you can build a personalised thesis in just a few minutes by starting with Do it your way. A great starting point for your Brady research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Ready for more investment ideas? If Brady has sharpened your thinking, do not stop there. Broaden your watchlist with focused stock ideas that match different ways you like to invest.  Target potential mispricing by scanning these 884 undervalued stocks based on cash flows that may be trading below what their cash flows suggest. Ride powerful tech trends by checking out these 25 AI penny stocks that are plugged into artificial intelligence themes. Strengthen your income focus with these 13 dividend stocks with yields > 3% that already offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Brady might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603490426","isCrawlerRequest":true}