WallStSmart

Brady Corporation (BRC)vsMSA Safety (MSA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MSA Safety generates 22% more annual revenue ($1.92B vs $1.57B). MSA leads profitability with a 15.2% profit margin vs 13.0%. MSA appears more attractively valued with a PEG of 0.99. MSA earns a higher WallStSmart Score of 74/100 (B).

BRC

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 4.0Quality: 8.0
Piotroski: 2/9Altman Z: 3.92

MSA

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 5.3Quality: 8.0
Piotroski: 4/9Altman Z: 3.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BRCSignificantly Overvalued (-70.8%)

Margin of Safety

-70.8%

Fair Value

$55.41

Current Price

$78.33

$22.92 premium

UndervaluedFair: $55.41Overvalued
MSASignificantly Overvalued (-84.7%)

Margin of Safety

-84.7%

Fair Value

$106.53

Current Price

$169.94

$63.41 premium

UndervaluedFair: $106.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRC4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.9210/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
20.6%8/10

Earnings expanding 20.6% YoY

MSA5 strengths · Avg: 8.6/10
Altman Z-ScoreHealth
3.2310/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
22.8%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

Areas to Watch

BRC2 concerns · Avg: 3.5/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

MSA0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : BRC

The strongest argument for BRC centers on Altman Z-Score, Debt/Equity, Price/Book.

Bull Case : MSA

The strongest argument for MSA centers on Altman Z-Score, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.2% and operating margin at 20.6%. PEG of 0.99 suggests the stock is reasonably priced for its growth.

Bear Case : BRC

The primary concerns for BRC are PEG Ratio, Piotroski F-Score.

Bear Case : MSA

No major red flags identified for MSA, but monitor valuation.

Key Dynamics to Monitor

BRC profiles as a value stock while MSA is a mature play — different risk/reward profiles.

MSA carries more volatility with a beta of 0.97 — expect wider price swings.

MSA is growing revenue faster at 10.0% — sustainability is the question.

MSA generates stronger free cash flow (65M), providing more financial flexibility.

Bottom Line

MSA scores higher overall (74/100 vs 65/100), backed by strong 15.2% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brady Corporation

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Brady Corporation manufactures and supplies Identification Solutions (IDS) and Workplace Security Products (WPS) to identify and protect facilities, products, and people in the United States and internationally. The company is headquartered in Milwaukee, Wisconsin.

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MSA Safety

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

MSA Safety Incorporated develops, manufactures, and supplies safety products that protect people and facility infrastructure in the oil, gas, petrochemical, fire, construction, industrial manufacturing, utility, military, and mining industries in America. North, Latin America and internationally. . The company is headquartered in Cranberry Township, Pennsylvania.

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