BRC
Brady Corporation
NYSE: BRC · INDUSTRIALS · SECURITY & PROTECTION SERVICES
$76.42
-0.53% today
Updated 2026-06-05
Market cap
$3.89B
P/E ratio
18.78
P/S ratio
2.40x
EPS (TTM)
$4.40
Dividend yield
1.20%
52W range
$65 – $99
Volume
0.3M
Brady Corporation (BRC) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed BRC price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$76.42
Today
Analyst consensus
$101.50
+32.82% · 12M
2030 Base
$112.72
+47.50% future
NPV today
$79.73
@ 8% WACC
3 analysts:
1 Buy1 Hold0 Sell
Management guidance
Brady raised FY2026 adjusted EPS guidance to $5.20–$5.30 (from prior range) following Q3 beat. Management projects the $1.4B Honeywell PSS acquisition (closing H2 2026) will be immediately double-digit accretive to EPS and achieve $25M+ in annual run-rate cost synergies within 3 years. Organic growth momentum strong at 13.8% Q3 sales growth; management emphasizes product mix improvement and operational efficiency driving margin expansion to ~51% gross margin.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
BRC · Brady Corporation · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$112.72
NPV today: $79.73
Base case (2030)
$112.72
NPV today: $79.73
Bull case (2030)
$199.22
NPV today: $140.92
WallStSmart.com
BRC financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $1.5B | $1.8B | $2.4B | $2.9B | $3.4B | $3.8B |
| Revenue growth | 12.8% | 19.8% | 33.8% | 20.2% | 15.8% | 13.4% |
| Net margin | — | 12.7% | 12.4% | 12.4% | 12.4% | 12.3% |
| EPS | $1.21 | $5.25 | $6.85 | $8.22 | $9.45 | $10.68 |
| Diluted shares | — | 44M | 44M | 44M | 44M | 44M |
| Net debt | — | $-173.78M | $-364.01M | $-592.70M | $-857.56M | $-1.16B |
| P/S multiple | — | 1.0x | 1.0x | 1.0x | 1.0x | 1.0x |
| Implied price (base) | — | $45.22 | $63.38 | $79.57 | $95.85 | $112.72 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $3.8B | $3.8B | $3.8B |
| P/S multiple | 1.0x | 1.0x | 2.0x |
| Diluted shares | 44M | 44M | 44M |
| Net debt | $-1.16B | $-1.16B | $-1.16B |
| Implied P/E † | 11x | 11x | 19x |
| 2030 Price | $112.72 | $112.72 | $199.22 |
| NPV @ 8% | $79.73 | $79.73 | $140.92 |
† Implied P/E: Multiples remain elevated across all three scenarios because BRC is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $112.72 base case
BRC catalysts and risks
Growth catalysts
+ Honeywell PSS acquisition closes H2 2026, adds ~$1.1B revenue run-rate and immediate double-digit EPS accretion
+ Cost synergy realization of $25M+ annually from 2027–2028 onward improves operating leverage
+ Organic growth acceleration in high-margin engineered products and data capture/workflow solutions (ex-Honeywell)
+ Margin expansion from improved product mix, reorganization benefits, and scale benefits from larger revenue base
+ Strong free cash flow generation supports dividend growth (40-year track record) and acquisition debt paydown
Key risks
- Honeywell PSS integration execution; synergy realization delays could pressure 2027–2028 growth assumptions
- Global trade policy headwinds (tariffs, China exposure) could compress margins in mature regions and slow international growth
- Q3 analyst downgrade (Weiss Ratings: Buy B+ → Buy B) signals potential near-term valuation caution despite strong fundamentals
- Pro forma net leverage elevated at 2.0–2.5x initially post-acquisition; deleverage dependent on strong cash generation
- Competitive pressure in barcode/data capture markets as larger industrials (Honeywell, 3M) increase competitive intensity
Methodology · Brady Corporation 2030 stock forecast model
Brady Corporation 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 3 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (1% cumulative for BRC by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-1.16B by 2030) |
| 3. Time value | NPV calculated using 8% WACC (CAPM: beta 0.606) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 1.0x / bull 2.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 21, 2026.
BRC price target FAQ
What is the BRC price target for 2030?
WallStSmart's Brady Corporation 2030 base case is $112.72 per share, with a bull case of $199.22 and bear case of $112.72. The NPV of the base case discounted to today at 8% WACC is $79.73.
How is the Brady Corporation 2030 stock forecast calculated?
The BRC 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the BRC price target account for dilution?
Brady Corporation is projected to grow diluted share count from 44M to 44M by 2030 (a 1% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 1%.
What is the analyst consensus on BRC stock?
3 analysts cover BRC with an average 12-month price target of $101.50. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.