← Top Holdings
BRCBRADY CORP
CUSIP: 104674106
4
Guru Owners
$1.8M
Total Value Held
23,498
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Olstein Capital Management | 10500 | $823K | 0.17% | $78.38 | Q4 2025 | |
| Mairs & Power | 7000 | $549K | 0.01% | $78.37 | Q4 2025 | |
| Bridgewater Associates | 3002 | $235K | 0.00% | $78.37 | Q4 2025 | |
| Ariel Investments | 2996 | $235K | 0.00% | $78.37 | Q4 2025 |
📊 Fundamentals
Market Cap$4.2B
P/E Ratio21.0x
Near market avg
Forward P/E16.4x
P/FCF33.9x
EPS (TTM)$4.27
Revenue (TTM)$1.6B
Profit Margin13.01%
Div Yield1.09%
Beta0.60
52-Week Range
$62.70
$99.29
Current: $89.52
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 21.0x trailing earnings → 16.4x forward · 13.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '254 owners · $1.8M
Q3 '253 owners · $1.7M
Q2 '253 owners · $1.6M
Q1 '253 owners · $2.4M
Q4 '243 owners · $2.1M
Q3 '243 owners · $5.6M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
4%analyst est. 3.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.9%current: 7.9%
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