COMPARE · Reviewed August 3, 2026
BRC vs MSA
Verdict: Side-by-side breakdown using the Bull Rankings model. BRC scored 63.1, MSA scored 76.5 — MSA leads.
Compare another set
BRC
Brady Corporation
63.1
$98.54 · $4.5B
fundamentals as of
Score gap
13.4
MSA leads
MSA
MSA Safety Incorporated
76.5
$192.17 · $7.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
BRC
stronger →← stronger
MSA
78
Qualityreturns · margins · balance sheet
81
81
Growthrevenue & earnings expansion
73
40
Valuevaluation vs sector peers
76
MSA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BRC
MSA
$181mC
FCF
$354mC
+11.1%B
Rev
+6.5%C+
0.07A
D/E
0.46B+
22.4xB+
P/E
23.9xB+
1.67C+
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
BRC
MSA
10% below
Price vs fair valuelower is cheaper
21% above
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
-5%
1-yr DCF upside
-23%
+12%
5-yr DCF upside
-17%
+43%
10-yr DCF upside
-9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BRC
Why this score
- Durable high returns
MSA
No notable signals flagged.
The companies
BRCBrady Corporation
Why now
Security & Protection Services · market cap $4.5b. Trading near 52-week high of $99.29 — momentum setup, limited technical margin of safety. Revenue growing +11%, comfortably above the S&P median.
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.