Brinks Company (BCO)vsBrady Corporation (BRC)
BCO
Brinks Company
$102.25
+1.47%
INDUSTRIALS · Cap: $4.19B
BRC
Brady Corporation
$83.58
-0.08%
INDUSTRIALS · Cap: $3.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Brinks Company generates 235% more annual revenue ($5.26B vs $1.57B). BRC leads profitability with a 13.0% profit margin vs 3.8%. BCO appears more attractively valued with a PEG of 1.16. BCO earns a higher WallStSmart Score of 66/100 (B-).
BCO
Strong Buy66
out of 100
Grade: B-
BRC
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.6%
Fair Value
$219.96
Current Price
$102.25
$117.71 discount
Margin of Safety
+44.3%
Fair Value
$169.78
Current Price
$83.58
$86.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Earnings expanding 86.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Earnings expanding 20.6% YoY
Areas to Watch
Trading at 15.1x book value
3.8% margin — thin
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BCO
The strongest argument for BCO centers on Return on Equity, EPS Growth. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : BRC
The strongest argument for BRC centers on Altman Z-Score, Debt/Equity, EPS Growth.
Bear Case : BCO
The primary concerns for BCO are Price/Book, Profit Margin, Altman Z-Score. Debt-to-equity of 16.09 is elevated, increasing financial risk. Thin 3.8% margins leave little buffer for downturns.
Bear Case : BRC
The primary concerns for BRC are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BCO carries more volatility with a beta of 1.09 — expect wider price swings.
BCO is growing revenue faster at 9.1% — sustainability is the question.
BCO generates stronger free cash flow (326M), providing more financial flexibility.
Monitor SECURITY & PROTECTION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BCO scores higher overall (66/100 vs 65/100). BRC offers better value entry with a 44.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brinks Company
INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA
The Brink's Company provides secure transportation, cash management, and other security-related services in North America, Latin America, Europe, and internationally. The company is headquartered in Richmond, Virginia.
Visit Website →Brady Corporation
INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA
Brady Corporation manufactures and supplies Identification Solutions (IDS) and Workplace Security Products (WPS) to identify and protect facilities, products, and people in the United States and internationally. The company is headquartered in Milwaukee, Wisconsin.
Visit Website →Compare with Other SECURITY & PROTECTION SERVICES Stocks
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