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Stocks BRC DCF valuation

DCF valuation

What is Brady Corp worth?

With the base-case assumptions below, a discounted cash flow model on Brady Corp's reported free cash flow gives $89.05 per share. The share price was $84.02 on September 25, 2026, 6% below that value.

Inputs from the filings

Free cash flow, fiscal 2026
$192.7M
Average free cash flow, last 5 years
$157.3M
Cash
$187.1M
balance sheet of July 31, 2026
Debt
$15M
balance sheet of July 31, 2026
Diluted shares, fiscal 2026
47,750,000
Revenue growth per year, last 5 years
7.7%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear2.5%2.5%2.0%10.0%$56.92-32%
Base7.5%5.0%2.5%9.0%$89.05+6%
Bull12.5%8.0%3.0%8.0%$153.12+82%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$112.93$120.25$129.18$140.35$154.71
8.0%$95.10$99.84$105.44$112.17$120.38
9.0%$82.07$85.31$89.05$93.42$98.57
10.0%$72.15$74.46$77.07$80.06$83.50
11.0%$64.36$66.05$67.94$70.06$72.47

Where the presets come from

Base: years 1 to 5 grow at Brady Corp's revenue growth rate over the last 5 fiscal years (7.7% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Brady Corp company page