Brink's Co (BCO) is undervalued and NAPCO Security Technologies Inc (NSSC) is overvalued.
Against our estimates of intrinsic value, BCO trades at the wider discount: a margin of safety of +22%, against -53% for NSSC.
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 11.7% (average of 3 methods) values the shares at $23.41; the price of $35.88 is 53% above that value, and 68% of that value comes from beyond year five.
Leak Score 76/100 on 9 of 12 signals
| Metric | BCO | NSSC |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $107.12 | $35.88 |
| Intrinsic value | $137.63 | $23.41 |
| Margin of safety | +22% | -53% |
| Leak Score | 41/100 (3/12) | 76/100 (9/12) |
| Market cap | $4.4B | $1.3B |
| Revenue growth, 5 years | 7.3% | 12.2% |
| Operating margin | 10.4% | 30.5% |
| Net margin | 3.3% | 21.3% |
| Return on equity | 64.1% | 23.9% |
| Debt to equity | 14.67 | 0.03 |
| P/E | 24.8x | 29.9x |
| Forward P/E | 10.3x | 19.6x |
| P/B | 14.2x | 6.7x |
| Dividend yield | 1.0% | 1.7% |