Brink's Co (BCO) is undervalued and Brady Corp (BRC) is fairly valued.
Against our estimates of intrinsic value, BCO trades at the wider discount: a margin of safety of +22%, against +3% for BRC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $137.63; the price of $107.12 is 22% below that value, and 81% of that value comes from beyond year five.
Leak Score 41/100 on 3 of 12 signals
Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $85.65; the price of $83.39 is 3% below that value, and 78% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | BCO | BRC |
|---|---|---|
| Verdict | Undervalued | Fairly valued |
| Price | $107.12 | $83.39 |
| Intrinsic value | $137.63 | $85.65 |
| Margin of safety | +22% | +3% |
| Leak Score | 41/100 (3/12) | 59/100 (3/12) |
| Market cap | $4.4B | $3.9B |
| Revenue growth, 5 years | 7.3% | 7.7% |
| Operating margin | 10.4% | 15.8% |
| Net margin | 3.3% | 12.4% |
| Return on equity | 64.1% | 16.1% |
| Debt to equity | 14.67 | 0.06 |
| P/E | 24.8x | 19.4x |
| Forward P/E | 10.3x | 11.6x |
| P/B | 14.2x | 2.9x |
| Dividend yield | 1.0% | 1.2% |