Brink's Company (The) (BCO) vs Brady Corporation (BRC)

Brink's Company (The) and Brady Corporation are both Security & Protection Services companies. Brink's Company (The) is the larger, with a market value of $4.4B against $3.9B — 1.1× the size. Brady Corporation trades at the lower P/E: 19.3× against 24.8×. Brady Corporation grew revenue faster over the last twelve months: 9.78% against 8.12%. Brady Corporation has the higher net margin (12.4% vs 3.30%) and the lower return on invested capital (13.9% vs 15.7%). Both pay a dividend; Brady Corporation yields more (1.53% vs 1.25%). Across the 23 metrics below, Brady Corporation leads on 14 and Brink's Company (The) on 9.

Valuation

Metric BCO BRC Security & Protection Services median
P/E 24.81 19.31 21.88
P/S 0.81 2.39 1.21
P/B 10.03 2.93 2.21
Price to free cash flow 10.88 20.62 20.62
EV/EBITDA 7.02 12.37 12.37
EV/Sales 1.15 2.30 1.86
Earnings yield 4.03% 5.18% 3.67%
Free cash flow yield 9.19% 4.85% 1.13%

Profitability

Metric BCO BRC Security & Protection Services median
Gross margin 26.43% 51.75% 41.45%
Operating margin 10.51% 15.86% 8.06%
Net margin 3.30% 12.36% 3.72%
Free cash flow margin 7.44% 11.59% 1.45%
Return on equity 43.72% 16.11% 9.87%
Return on assets 2.51% 11.45% 2.54%
Return on invested capital 15.73% 13.89% 3.11%

Growth

Metric BCO BRC Security & Protection Services median
Revenue growth (TTM) 8.12% 9.78% 5.96%
EPS growth (last fiscal year) 30.19% 9.14% —
Revenue growth, 5-year CAGR 7.35% 7.74% 7.35%
Net income growth, 5-year CAGR 65.67% 9.64% 0.00%

Health

Metric BCO BRC Security & Protection Services median
Debt to equity 9.03 0.01 0.20
Current ratio 1.62 1.94 1.93
Net debt to EBITDA 1.95 (0.56) 1.55

Dividend

Metric BCO BRC Security & Protection Services median
Dividend yield 1.25% 1.53% 1.53%
Payout ratio 0.34 0.26 0.00

Size

Metric BCO BRC Security & Protection Services median
Market cap 4.36b 3.88b 395.79m

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