COMPARE · Data as of August 21, 2026
BCO vs MSA
Verdict: Side-by-side breakdown using the Bull Rankings model. BCO scored 68.1, MSA scored 76.5 — MSA leads.
Compare another set
BCO
Brinks Company (The)
68.1
$111.43 · $4.6B
fundamentals as of
Score gap
8.4
MSA leads
MSA
MSA Safety Incorporated
76.5
$189.43 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMSA23.6x
- Fastest growthBCO+8.1%
- Highest qualityMSA81 / 100
- Largest discount to fair valueBCO-17%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BCO
stronger →← stronger
MSA
67
Qualityreturns · margins · balance sheet
81
63
Growthrevenue & earnings expansion
73
75
Valuevaluation vs sector peers
76
MSA is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BCO
MSA
$313mC
FCF
$354mC
+8.1%B
Rev
+6.5%C+
—
D/E
0.46B+
25.8xB
P/E
23.6xB+
1.16B+
PEG
0.99B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BCO
MSA
17% below
Price vs fair valuelower is cheaper
17% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
+6%
1-yr DCF upside
-21%
+20%
5-yr DCF upside
-14%
+43%
10-yr DCF upside
-4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
BCOBrinks Company (The)
Why now
Security & Protection Services · market cap $4.6b. 18% off the 52-week high of $136.37.
Moat
ROE 58% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 173% 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 $7.3b. 9% off the 52-week high of $208.92. PEG 0.99 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $209.14 (implying +10% 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
MSA leads BCO by 8.3 points (76.5 to 68.2), its sharpest advantage coming in P/E (grade B+). A contrarian could still prefer BCO, which trades about 17% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — BCO screens as growth, MSA screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where BCO and MSA diverge
On the headline score the gap is 8.4 points in favor of MSA. The widest single difference is Quality, where MSA leads by 14.7 points.
- QualityBCO 66.6 · MSA 81.3MSA +14.7
- GrowthBCO 63.4 · MSA 72.5MSA +9.1
- ValueBCO 74.9 · MSA 76.1level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.