Brady Corporation (BRC) vs CoreCivic, Inc. (CXW)

Brady Corporation and CoreCivic, Inc. are both Security & Protection Services companies. Brady Corporation is the larger, with a market value of $3.9B against $3.4B — 1.1× the size. Brady Corporation trades at the lower P/E: 19.3× against 25.3×. CoreCivic, Inc. grew revenue faster over the last twelve months: 24.4% against 9.78%. Brady Corporation has the higher net margin (12.4% vs 5.15%) and the higher return on invested capital (13.9% vs 5.76%). Across the 22 metrics below, Brady Corporation leads on 15 and CoreCivic, Inc. on 7.

Valuation

Metric BRC CXW Security & Protection Services median
P/E 19.31 25.30 21.88
P/S 2.39 1.28 1.21
P/B 2.93 2.21 2.21
Price to free cash flow 20.62 44.17 20.62
EV/EBITDA 12.37 11.39 12.37
EV/Sales 2.30 1.77 1.86
Earnings yield 5.18% 3.95% 3.67%
Free cash flow yield 4.85% 2.26% 1.13%

Profitability

Metric BRC CXW Security & Protection Services median
Gross margin 51.75% 22.58% 41.45%
Operating margin 15.86% 9.88% 8.06%
Net margin 12.36% 5.15% 3.72%
Free cash flow margin 11.59% 2.90% 1.45%
Return on equity 16.11% 8.77% 9.87%
Return on assets 11.45% 3.92% 2.54%
Return on invested capital 13.89% 5.76% 3.11%

Growth

Metric BRC CXW Security & Protection Services median
Revenue growth (TTM) 9.78% 24.35% 5.96%
EPS growth (last fiscal year) 9.14% 74.19% —
Revenue growth, 5-year CAGR 7.74% 3.02% 7.35%
Net income growth, 5-year CAGR 9.64% 16.56% 0.00%

Health

Metric BRC CXW Security & Protection Services median
Debt to equity 0.01 0.94 0.20
Current ratio 1.94 1.32 1.93
Net debt to EBITDA (0.56) 3.16 1.55

Dividend

Metric BRC CXW Security & Protection Services median
Dividend yield 1.53% — 1.53%
Payout ratio 0.26 0.00 0.00

Size

Metric BRC CXW Security & Protection Services median
Market cap 3.88b 3.40b 395.79m

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