Professional
Added to YB: 2024-12-30
Pitch date: 2024-11-19
BRC [bullish]
Brady Corporation
+17.12%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$3.4B
Pitch Price
$68.69
Price Target
N/A
Dividend
1.34%
EV/EBITDA
10.44
P/E
17.92
EV/Sales
2.23
Sector
Commercial Services and Supplies
Category
growth
Royce Investment Partners - Brady Corp (BRC)
BRC: Industrial ID solutions leader w/ 80% reg-driven sales, 50% gross margins. 30% avg mkt share in niche apps. 20%+ ROIC, razor/blade model. New CEO exits underperformers, targets 2x GDP growth via R&D, digital sales, geo expansion. Recent Gravotech buy adds direct marking/engraving. Quality compounder, add on weakness.
Read full article (2 min)