Análisis Argos
BRC
BRCCara
Brady Corporation · Industrials
US$ 91.94
precio al 2026-07-04
Valor justo Argos*
US$ 59–72
vs. su valor justo
41% por encima
Score Argos
61/100
LA RESPUESTA
El mercado le pide crezca 14% al año — más de lo que ha demostrado (6.7%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 9% por debajo de su valor justo.
Retorno sobre el capital alto (16%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO3/6SALUD6/6DIVIDENDO3/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO3/6SALUD6/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos61de 100Cara
Ingresos13%
US$ 1.5 B
Margen operativo14%
15.6%
Flujo de caja libre17%
US$ 0.2 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.3B
P/E22.9x
EV/EBITDA15.6x
FCF yield3.5%
ROIC16.1%
Margen operativo15.6%
Crecim. ingresos+12.8%/año
Piotroski F4/9
Novedades

Noticias recientes

prnewswire.com · 15 jun
BRC Group Holdings, Inc. Provides Update on SpaceX Carried Interest Position
LOS ANGELES, June 15, 2026 /PRNewswire/ -- BRC Group Holdings, Inc. (Nasdaq: RILY) ("BRC" or the "Company") today provided supplemental information regarding its indirect economic interest in Space Exploration Technologies Corp. ("SpaceX"), following SpaceX's initial public offering on June 12, 2026 (the "IPO"). The Company discussed this interest in its latest filing on Form 10-Q for the quarterly period ended March 31, 2026 filed on May 7, 2026 and its most recent quarterly earnings call on May 7, 2026.
fool.com · 14 jun
What Does Brady CEO's Purchase of Over 13,000 Shares for $1 Million Mean for Investors?
Brady Corporation, a global supplier of identification and safety solutions, reported a notable insider buy amid steady accumulation trends.
benzinga.com · 9 jun
This Brady Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
fool.com · 8 jun
Here's Why Shares in Brady Slumped Today
Brady offers a rare breed of a good-value stock with exposure to AI-related data center spending. The acquisition of a Honeywell business is transformative for the company.
businesswire.com · 8 jun
Tom Brady and Gopuff Launch Good Nut Organic Coconut Water
PHILADELPHIA--(BUSINESS WIRE)--Seven-time World Champion, entrepreneur, and philanthropist Tom Brady is bringing his relentless pursuit of peak performance to the beverage aisle. As the latest expansion of his partnership with Gopuff, the leader in instant commerce, Brady today announced the launch of Good Nut, a premium line of organic coconut water designed for those who refuse to compromise on quality or taste, available exclusively on Gopuff. “Hydration has always been a big part of my rout.
globenewswire.com · 8 jun
Brady Corporation Announces CEO Transition
Russell Shaller to Retire After an Accomplished 11-year Tenure with Brady Current Board Member, Vineet Nargolwala, Appointed Chief Executive Officer MILWAUKEE, June 08, 2026 (GLOBE NEWSWIRE) -- Brady Corporation (NYSE: BRC) (“Brady” or “Company”), today announced that the Board of Directors has appointed Vineet Nargolwala, an accomplished technology executive and a current member of the Company's Board of Directors, to succeed Russell Shaller as Chief Executive Officer effective June 8, 2026. Mr. Shaller recently informed the Board of Directors of his decision to retire as both an officer and director of the Company.
fool.com · 2 jun
3 Great Value AI Stocks (Hint: 1 is a Household Name; the Other 2 You've Never Heard Of)
Alphabet and two under-the-radar stocks with growing exposure to AI data center spending look like excellent value now.
seekingalpha.com · 24 may
Future Dividend Kings - Part Two
This article highlights eight companies on track to achieve Dividend King status, requiring 50+ consecutive years of dividend increases. The companies featured are not expected to reach Dividend King status until at least 2032, but are progressing steadily. The series aims to spotlight recognizable businesses with strong dividend growth histories, supporting long-term income-focused investment strategies.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.