Professional
Added to YB: 2025-11-20
Pitch date: 2025-09-30
BRC [neutral]
Brady Corporation
+4.87%
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
$77.70
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
turnaround
Heartland Value Plus Fund Portfolio Holding: Brady Corporation
BRC (holding update): Leading ID solutions & workplace safety manufacturer with strong capital allocation (buybacks, dividend increases, tuck-in M&A) at low leverage. Restructuring complete, strong aerospace/data center growth. 2026 guidance beat expectations. Trades at 18x 2026 EPS estimate vs improving fundamentals.
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