Brady is a high-quality, wide-moat industrial with a 9/9 Piotroski score, an 11.5x forward P/E and 13.0% upside to the analyst target, held back by weak price action below its 200-day average and modest insider selling.
Thesis pillars
- Wide Moat Quality Compounder→Stable
- Reasonable Forward Valuation→Stable
- Earnings Beat Streak→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Sep 3, 2026
Brady Corporation (BRC) Stock Analysis
Range Bound setup · Catalyst-Driven edge
Industrials · Security & Protection Services
Hold if already holding. Not a fresh buy at $82.84, but acceptable to hold if already in. Reason: Sector modifier (Industrials): -0.7.
Brady Corporation, incorporated in Wisconsin in 1914, manufactures identification solutions and workplace safety products, including safety signs, labels, printers, wire and healthcare identification and people identification. It reports two geographic segments, Americas & Asia... Read more
Hold if already holding. Not a fresh buy at $82.84, but acceptable to hold if already in. Reason: Sector modifier (Industrials): -0.7. Chart setup: RSI 46 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.3/10, moderate confidence.
Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
About Brady Corporation
About Brady Corporation
Brady Corporation split fiscal 2026 sales 66.6% to its Americas & Asia segment and 33.4% to Europe & Australia, and spent $94.0 million on research and development, up from $79.9 million in fiscal 2025 and $67.7 million in fiscal 2024. The Wisconsin company, incorporated in 1914, manufactures identification solutions and workplace safety products across five categories: safety and facility identification, product identification, wire identification, healthcare identification and people identification. On August 3, 2026, after fiscal year-end, it acquired Honeywell's PSS business for a cash purchase price of $1.4 billion.
Brady sells through distributors, value-added resellers, a direct sales force and digital channels, under brands including Seton, Emedco, PDC, Gravotech, SPC, Code and Nordic ID. Its customers span industrial manufacturing, electronics, healthcare, oil and gas, construction, utilities and governments, and the filing states that no individual customer represents 10% or more of total net sales. Materials manufactured in-house include coated label stock, with processes such as compounding, coating, converting, printing and melt-blown operations. The company purchases from many suppliers and is not dependent on any single supplier for its most critical base materials, though it has chosen in certain situations to sole source or limit sources, so supply disruptions could affect results for a period. Normal payment terms run from net 10 to 90 days, and custom products are made to order. Competition is described as highly fragmented, from small companies to some of the world's largest adhesive and electrical product companies.
Show full overview
The Honeywell PSS purchase changes the company's scale and financing profile. PSS makes mobile computing, scanning, printing and software solutions, and Brady expects it to expand its addressable market in retail, transportation, warehousing and logistics. The $1.4 billion price was funded with cash on hand, $800 million of borrowings under a $1.0 billion credit agreement dated June 12, 2026, and an $800 million private placement of senior notes completed on August 3, 2026. PSS results will be consolidated starting August 3, 2026, so integration execution and the added debt may weigh on results in coming quarters.
See also: Industrials · Security & Protection Services
From Brady Corporation's most recent 10-K filing, extracted October 18, 2026.
Recent developments
No fresh coverage since Sep 29, 2026
Recent Developments — Brady Corporation
Latest news
- NEWS Is Brady (BRC) A Bargain Or Already Fully Priced? - Yahoo Finance — Yahoo Finance Sep 29, 2026 neutral
- NEWS Is Brady (BRC) A Bargain Or Already Fully Priced? - finance.yahoo.com — finance.yahoo.com Sep 29, 2026 neutral
- NEWS Brady Corporation: From A Balance Sheet With No Debt, To A $1.4B Bet At 8x EBITDA - Seeking Alpha — Seeking Alpha Sep 29, 2026 neutral
- NEWS Hennessy Capital VII Stock Surges After Hours - BRC Group Holdings (NASDAQ:RILY), Hennessy Capital Inv (N - benzinga.com — benzinga.com Sep 24, 2026 positive
- NEWS Brady (BRC) Stock Looks Undervalued Following Its 78% Five Year Run - simplywall.st — simplywall.st Sep 23, 2026 positive
Latest item Sep 29, 2026 · Generated 2026-11-05T11:34:07Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $82.84, but acceptable to hold if already in. Reason: Sector modifier (Industrials): -0.7. Chart setup: RSI 46 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Analyst target $93.50 (+12.9%), stop $78.42 (−5.6%), A.R:R 2.4:1. Score 6.3/10, moderate confidence.
Analyst target: $93.50 (+12.9% upside). Analyst target $93.50 (+12.9%), stop $78.42 (−5.6%), A.R:R 2.4:1. Stop-loss: $78.42.
Sector modifier (Industrials): -0.7.
Brady Corporation trades at a P/E of 19.3 (forward 11.5). TrendMatrix value score: 7.4/10. Verdict: Hold.
7 analysts rate BRC, with a consensus score of 4.4/5. 2 analysts publish price targets averaging $110.
What does Brady Corporation do?Brady Corporation, incorporated in Wisconsin in 1914, manufactures identification solutions and workplace safety...
Brady Corporation, incorporated in Wisconsin in 1914, manufactures identification solutions and workplace safety products, including safety signs, labels, printers, wire and healthcare identification and people identification. It reports two geographic segments, Americas & Asia (66.6% of fiscal 2026 sales) and Europe & Australia (33.4%), selling through distributors, resellers, a direct sales force and digital channels. No individual customer represents 10% or more of net sales.