Brady Corp (BRC) is fairly valued and CoreCivic Inc (CXW) is overvalued.
Against our estimates of intrinsic value, BRC trades at the wider discount: a margin of safety of +3%, against -39% for CXW.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $22.58; the price of $31.47 is 39% above that value, and 81% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
| Metric | BRC | CXW |
|---|---|---|
| Verdict | Fairly valued | Overvalued |
| Price | $83.39 | $31.47 |
| Intrinsic value | $85.65 | $22.58 |
| Margin of safety | +3% | -39% |
| Leak Score | 59/100 (3/12) | 14/100 (3/12) |
| Market cap | $3.9B | $3.1B |
| Revenue growth, 5 years | 7.7% | 3.0% |
| Operating margin | 15.8% | 9.9% |
| Net margin | 12.4% | 5.2% |
| Return on equity | 16.1% | 8.8% |
| Debt to equity | 0.06 | 0.94 |
| P/E | 19.4x | 25.1x |
| Forward P/E | 11.6x | 12.9x |
| P/B | 2.9x | 2.2x |
| Dividend yield | 1.2% | — |