Brady Corporation (BRC) AI Stock Analysis

Brady Corporation is a manufacturer and global supplier of identification solutions (IDS) and workplace safety (WPS) products across two primary segments. The IDS segment supplies materials, printing systems, RFID technology, barcode scanners, brand protection, and industrial track and trace applications. It also provides safety signs, floor-marking tapes, pipe markers, spill control, lockout/tagout devices, patient safety wristbands, and access control software and badges. The WPS segment focuses on workplace safety, identification, and compliance products, delivering safety signs, tags, labels, and markings for regulatory compliance and hazard communication.

From FY2021 to FY2026, Brady delivered a 5-year revenue CAGR of 7.7%. Annual revenue rose from $1.30B in FY2022 to $1.33B in FY2023, $1.34B in FY2024, $1.51B in FY2025, and reached $1.66B in FY2026, reflecting 9.8% annual revenue growth. Gross margin improved from 48.5% in FY2022 to 51.7% in FY2026, while operating margin expanded from 14.8% to 15.9%. Net income expanded from $150.0M in FY2022 to $205.4M in FY2026, lifting EPS from $2.94 to $5.28. In the latest quarter ended July 31, 2026, quarterly revenue grew 10.0% year-over-year, while quarterly earnings fell 8.5%.

As of July 31, 2026, Brady held $187.1M in cash and short-term investments against $83.6M in total debt, resulting in net cash of $103.6M. The company maintains a current ratio of 1.94 and a debt-to-equity ratio of 0.06 against $1.36B in shareholders' equity. In FY2026, operating cash flow reached $244.1M and free cash flow was $192.7M. Capital allocation in FY2026 included $51.5M in capital expenditures, $46.1M in dividends paid, and $42.2M in share buybacks, which helped drive a 5-year share count change of -8.9%.

Brady trades at a trailing P/E of 19.1x and a forward P/E of 15.4x, both below the US-listed Industrials median P/E of 24.8x trailing and 17.2x forward. Its EV/EBITDA of 12.2x is also lower than the peer median of 13.9x, while its price-to-sales multiple of 2.3x sits above the peer median of 1.5x. Over the past year, Brady stock generated a 10.5% return, trailing the S&P 500 return of 16.8%. Over a 5-year period, Brady gained 74.4% compared to 83.0% for the S&P 500.

Brady pays a quarterly dividend with an annualized forward dividend of $1.00 per share, representing a 1.22% dividend yield. The company carries a modest payout ratio of 18.7% and has paid dividends for 40 consecutive years. Over the last 5 years, dividend growth annualized at 2.0%, with the most recent ex-dividend date occurring on October 9, 2026.

Wall Street coverage includes 2 Strong Buy ratings and no Buy, Hold, or Sell ratings. The mean price target of $110.00 suggests potential upside of 34.3% from the last close of $81.93. For the fiscal year ending July 31, 2027, consensus estimates forecast revenue of $2.89B and EPS of $6.55, reflecting 23.8% EPS growth. Brady beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 16, 2026.

This page is an AI-written research summary of Brady Corporation (BRC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BRC income statement, BRC balance sheet, BRC key metrics, BRC analyst forecast, BRC chart. See the BRC stock overview for the latest quote and news.