Brady Corporation

BRC ·Consumer Cyclical, Leisure, United States
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $84.50
Market Price $84.78
Overvalued By 0.3%

Method: 10-year unlevered FCF DCF: $192.65M TTM free cash flow base; 5% growth years 1-5, below FY2026 reported 9.8% total sales growth after normalizing out the one-time IPS acquisition lift; 3.5% years 6-10; 8.5% discount rate; 2.5% terminal growth; net cash of $172.2M against only about $15M long-term debt; 46.90M shares outstanding.

Reasoning: Brady is a profitable, low-leverage industrial identification-products manufacturer with consistent, capex-light free cash flow, so a standard DCF applies, with growth set below inflated guidance that reflects the newly closed IPS acquisition rather than organic performance.