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BRADYM.BO$818.55+1.06%
Fair $818.55+0.0%

BRADYM.BO

Brady & Morris Engineering Company Limited

Industrials / Specialty Industrial MachineryBSE

$818.55

+8.55 (+1.06%)

Fairly Valued+0.0%Fair Value $818.55Fund rank 27/100 · Data gapFallback financials|
SA 52/C
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $24.3M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

52/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · BRADYM.BOLocal privado en este navegador · Brady & Morris Engineering Company Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.8B

P/E

33.0x

↑

EV/EBITDA

5.6x

↓

ROE

50.8%

↑

Gross Margin

42.3%

↑

Debt/Equity

0.19

↓
52-Week Range$819
$695$2018

TradingView lightweight chart

BRADYM.BO price, volumen y niveles de valoración

Último $818.55Periodo +12824.5%
Fair value: $818.55

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+24.5%

FCF CAGR

—

FCF margin

-14.2%

FCF / Net income

-0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $903.1M · net income $240.1M · FCF $-128.4M

2022-FY → 2025-FY

Gross margin

42.3%+3.0% pts

Operating margin

11.6%+0.7% pts

Net margin

26.6%+19.8% pts

FCF margin

-14.2%-15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$903.1M$903.1M$752.1M$603.7M$467.9M
Net Income$240.1M$240.1M$84.1M$50.5M$31.9M
EBITDA$307.0M$307.0M$129.0M$76.9M$52.8M
EPS106.73106.7337.4022.4714.19
Gross Margin42.3%42.3%43.7%39.6%39.3%
Operating Margin11.6%11.6%15.6%11.4%10.9%
Net Margin26.6%26.6%11.2%8.4%6.8%
Balance Sheet
Debt/Equity0.190.190.110.270.38
Current Ratio2.892.89———
Cash Flow
Free Cash Flow$-128.4M$-128.4M$24.3M$35.2M$4.0M
Returns
ROE50.8%50.8%36.1%33.9%32.3%
Valuation
P/E33.0233.0221.983.846.08
EV/EBITDA5.555.5514.543.054.39
P/B3.893.897.931.301.96
Growth & Yield
Revenue Growth20.1%20.1%24.6%29.0%—
EPS Growth185.4%185.4%66.5%58.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-12.0%

fácil

EPS terminal req.

$72.63

Spread vs growth

197.4%

5Y implied EPS CAGR

-3.8%

fácil

EPS terminal req.

$87.89

Spread vs growth

189.2%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$141.54

Spread vs growth

182.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -34.9%

Total return

-34.9%

Start / end P/E

33.6x → 7.7x

EPS bridge

37.40 → 106.73

Residual

-143.1%

EPS growth+185.4%
Multiple rerating-77.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-143.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.