COMPARE · Reviewed August 3, 2026
BCO vs MSA
Verdict: Side-by-side breakdown using the Bull Rankings model. BCO scored 67.5, MSA scored 76.5 — MSA leads.
Compare another set
Different reporting periods. MSA's fundamentals are as of June 2026, but BCO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BCO
The Brink's Company
67.5
$117.28 · $4.8B
fundamentals as of
Score gap
9.0
MSA leads
MSA
MSA Safety Incorporated
76.5
$192.17 · $7.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
BCO
stronger →← stronger
MSA
68
Qualityreturns · margins · balance sheet
81
61
Growthrevenue & earnings expansion
73
74
Valuevaluation vs sector peers
76
MSA is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BCO
MSA
$296mC
FCF
$354mC
+7.3%B
Rev
+6.5%C+
—
D/E
0.46B+
27.4xB
P/E
23.9xB+
1.16B+
PEG
0.99B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BCO
MSA
13% below
Price vs fair valuelower is cheaper
21% above
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
-1%
1-yr DCF upside
-23%
+15%
5-yr DCF upside
-17%
+44%
10-yr DCF upside
-9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
BCOThe Brink's Company
Why now
Security & Protection Services · market cap $4.8b. 14% off the 52-week high of $136.37.
Moat
ROE 69% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 164% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 3.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
MSAMSA Safety Incorporated
Why now
Security & Protection Services · market cap $7.4b. 8% off the 52-week high of $208.92. PEG 0.99 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $206.86 (implying +8% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.