← Top Holdings

BRCBRADY CORP

CUSIP: 104674106

2

Guru Owners

$793K

Total Value Held

9,764

Total Shares

$569K
0.01%
$225K
0.00%

📊 Fundamentals

Market Cap$4.3B
P/E Ratio20.8x
Near market avg
Forward P/E15.0x
P/FCF29.6x
EPS (TTM)$4.40
Revenue (TTM)$1.6B
Profit Margin12.93%
Div Yield1.07%
Beta0.61

52-Week Range

$67.76
$99.29

Current: $91.48

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.8x trailing earnings → 15.0x forward · 12.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$6.1M$12.2M$18.4M$24.5MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $794K
REDUCEDJohn Rogers$225K
INCREASEDRobert Olstein$609
SOLDRay Dalio
Q4 '254 owners · $1.8M
REDUCEDRobert Olstein$823K
NEWRay Dalio$235K
REDUCEDJohn Rogers$235K
Q3 '253 owners · $1.7M
REDUCEDRobert Olstein$897K
NEWMairs & Power$546K
REDUCEDJohn Rogers$284K
SOLDRay Dalio
Q2 '253 owners · $1.6M
REDUCEDRobert Olstein$884K
INCREASEDRay Dalio$516K
REDUCEDJohn Rogers$249K
SOLDMairs & Power
Q1 '254 owners · $2.9M
REDUCEDRay Dalio$1.1M
REDUCEDRobert Olstein$1.1M
INCREASEDJohn Rogers$273K
Q4 '244 owners · $2.6M
REDUCEDRobert Olstein$1.3M
INCREASEDRay Dalio$440K
INCREASEDJohn Rogers$284K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
53%analyst est. 53.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
9.0%current: 9.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data