Security & Protection Services
Compare Stocks
2 / 10Stock Comparison
BRC vs BDC
Revenue, margins, valuation, and 5-year total return — side by side.
Communication Equipment
BRC vs BDC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Security & Protection Services | Communication Equipment |
| Market Cap | $3.88B | $4.46B |
| Revenue (TTM) | $1.57B | $2.79B |
| Net Income (TTM) | $204M | $237M |
| Gross Margin | 50.9% | 35.8% |
| Operating Margin | 16.4% | 12.3% |
| Forward P/E | 16.1x | 14.5x |
| Total Debt | $159M | $1.47B |
| Cash & Equiv. | $174M | $390M |
BRC vs BDC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Brady Corporation (BRC) | 100 | 157.9 | +57.9% |
| Belden Inc. (BDC) | 100 | 336.8 | +236.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRC vs BDC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 37 yrs, beta 0.64, yield 1.2%
- Rev growth 12.8%, EPS growth -3.2%, 3Y rev CAGR 5.1%
- 232.9% 10Y total return vs BDC's 88.3%
BDC is the clearest fit if your priority is valuation efficiency.
- PEG 0.39 vs BRC's 1.22
- Lower P/E (14.5x vs 16.1x), PEG 0.39 vs 1.22
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.8% revenue growth vs BDC's 10.3% | |
| Value | Lower P/E (14.5x vs 16.1x), PEG 0.39 vs 1.22 | |
| Quality / Margins | 13.0% margin vs BDC's 8.5% | |
| Stability / Safety | Beta 0.64 vs BDC's 1.41, lower leverage | |
| Dividends | 1.2% yield, 37-year raise streak, vs BDC's 0.2% | |
| Momentum (1Y) | +14.3% vs BDC's +10.9% | |
| Efficiency (ROA) | 11.2% ROA vs BDC's 6.8%, ROIC 16.7% vs 11.0% |
BRC vs BDC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BRC vs BDC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BRC leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BDC is the larger business by revenue, generating $2.8B annually — 1.8x BRC's $1.6B. Profitability is closely matched — net margins range from 13.0% (BRC) to 8.5% (BDC). On growth, BDC holds the edge at +11.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.6B | $2.8B |
| EBITDAEarnings before interest/tax | $299M | $475M |
| Net IncomeAfter-tax profit | $204M | $237M |
| Free Cash FlowCash after capex | $170M | $180M |
| Gross MarginGross profit ÷ Revenue | +50.9% | +35.8% |
| Operating MarginEBIT ÷ Revenue | +16.4% | +12.3% |
| Net MarginNet income ÷ Revenue | +13.0% | +8.5% |
| FCF MarginFCF ÷ Revenue | +10.8% | +6.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.7% | +11.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +19.3% | +2.4% |
Valuation Metrics
BDC leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 19.4x trailing earnings, BDC trades at a 6% valuation discount to BRC's 20.6x P/E. Adjusting for growth (PEG ratio), BDC offers better value at 0.52x vs BRC's 1.56x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.9B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $3.9B | $5.5B |
| Trailing P/EPrice ÷ TTM EPS | 20.60x | 19.40x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.05x | 14.47x |
| PEG RatioP/E ÷ EPS growth rate | 1.56x | 0.52x |
| EV / EBITDAEnterprise value multiple | 13.95x | 12.03x |
| Price / SalesMarket cap ÷ Revenue | 2.57x | 1.64x |
| Price / BookPrice ÷ Book value/share | 3.26x | 3.65x |
| Price / FCFMarket cap ÷ FCF | 25.28x | 20.41x |
Profitability & Efficiency
BRC leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
BDC delivers a 18.8% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $16 for BRC. BRC carries lower financial leverage with a 0.13x debt-to-equity ratio, signaling a more conservative balance sheet compared to BDC's 1.17x. On the Piotroski fundamental quality scale (0–9), BDC scores 7/9 vs BRC's 3/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +15.5% | +18.8% |
| ROA (TTM)Return on assets | +11.2% | +6.8% |
| ROICReturn on invested capital | +16.7% | +11.0% |
| ROCEReturn on capital employed | +17.8% | +12.0% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | 0.13x | 1.17x |
| Net DebtTotal debt minus cash | -$16M | $1.1B |
| Cash & Equiv.Liquid assets | $174M | $390M |
| Total DebtShort + long-term debt | $159M | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | 60.44x | 6.89x |
Total Returns (Dividends Reinvested)
BRC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BDC five years ago would be worth $22,829 today (with dividends reinvested), compared to $15,407 for BRC. Over the past 12 months, BRC leads with a +14.3% total return vs BDC's +10.9%. The 3-year compound annual growth rate (CAGR) favors BRC at 18.4% vs BDC's 12.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +3.3% | -2.6% |
| 1-Year ReturnPast 12 months | +14.3% | +10.9% |
| 3-Year ReturnCumulative with dividends | +65.8% | +43.3% |
| 5-Year ReturnCumulative with dividends | +54.1% | +128.3% |
| 10-Year ReturnCumulative with dividends | +232.9% | +88.3% |
| CAGR (3Y)Annualised 3-year return | +18.4% | +12.8% |
Risk & Volatility
BRC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BRC is the less volatile stock with a 0.64 beta — it tends to amplify market swings less than BDC's 1.41 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BRC currently trades 81.3% from its 52-week high vs BDC's 71.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.64x | 1.41x |
| 52-Week HighHighest price in past year | $99.28 | $159.99 |
| 52-Week LowLowest price in past year | $65.76 | $102.49 |
| % of 52W HighCurrent price vs 52-week peak | +81.3% | +71.7% |
| RSI (14)Momentum oscillator 0–100 | 44.9 | 33.6 |
| Avg Volume (50D)Average daily shares traded | 218K | 376K |
Analyst Outlook
BRC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BRC as "Hold" and BDC as "Buy". For income investors, BRC offers the higher dividend yield at 1.17% vs BDC's 0.17%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | — | $150.00 |
| # AnalystsCovering analysts | 10 | 14 |
| Dividend YieldAnnual dividend ÷ price | +1.2% | +0.2% |
| Dividend StreakConsecutive years of raises | 37 | 0 |
| Dividend / ShareAnnual DPS | $0.95 | $0.20 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.3% | +4.8% |
BRC leads in 5 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BDC leads in 1 (Valuation Metrics).
BRC vs BDC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BRC or BDC a better buy right now?
For growth investors, Brady Corporation (BRC) is the stronger pick with 12.
8% revenue growth year-over-year, versus 10. 3% for Belden Inc. (BDC). Belden Inc. (BDC) offers the better valuation at 19. 4x trailing P/E (14. 5x forward), making it the more compelling value choice. Analysts rate Belden Inc. (BDC) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BRC or BDC?
On trailing P/E, Belden Inc.
(BDC) is the cheapest at 19. 4x versus Brady Corporation at 20. 6x. On forward P/E, Belden Inc. is actually cheaper at 14. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Belden Inc. wins at 0. 39x versus Brady Corporation's 1. 22x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BRC or BDC?
Over the past 5 years, Belden Inc.
(BDC) delivered a total return of +128. 3%, compared to +54. 1% for Brady Corporation (BRC). Over 10 years, the gap is even starker: BRC returned +232. 9% versus BDC's +88. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BRC or BDC?
By beta (market sensitivity over 5 years), Brady Corporation (BRC) is the lower-risk stock at 0.
64β versus Belden Inc. 's 1. 41β — meaning BDC is approximately 120% more volatile than BRC relative to the S&P 500. On balance sheet safety, Brady Corporation (BRC) carries a lower debt/equity ratio of 13% versus 117% for Belden Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BRC or BDC?
By revenue growth (latest reported year), Brady Corporation (BRC) is pulling ahead at 12.
8% versus 10. 3% for Belden Inc. (BDC). On earnings-per-share growth, the picture is similar: Belden Inc. grew EPS 23. 1% year-over-year, compared to -3. 2% for Brady Corporation. Over a 3-year CAGR, BRC leads at 5. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BRC or BDC?
Brady Corporation (BRC) is the more profitable company, earning 12.
5% net margin versus 8. 7% for Belden Inc. — meaning it keeps 12. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BRC leads at 15. 6% versus 12. 2% for BDC. At the gross margin level — before operating expenses — BRC leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BRC or BDC more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Belden Inc. (BDC) is the more undervalued stock at a PEG of 0. 39x versus Brady Corporation's 1. 22x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Belden Inc. (BDC) trades at 14. 5x forward P/E versus 16. 1x for Brady Corporation — 1. 6x cheaper on a one-year earnings basis.
08Which pays a better dividend — BRC or BDC?
All stocks in this comparison pay dividends.
Brady Corporation (BRC) offers the highest yield at 1. 2%, versus 0. 2% for Belden Inc. (BDC).
09Is BRC or BDC better for a retirement portfolio?
For long-horizon retirement investors, Brady Corporation (BRC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
64), 1. 2% yield, +232. 9% 10Y return). Both have compounded well over 10 years (BRC: +232. 9%, BDC: +88. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BRC and BDC?
These companies operate in different sectors (BRC (Industrials) and BDC (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
BRC pays a dividend while BDC does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.