COMP <GO>
BRC vs ODC // REVENUE GROWTH (YOY)
Brady Corporation (NYSE) VS. Oil-Dri Corporation Of America (NYSE) • 15-METRIC TALLY: BRC 8
— ODC 5
▲ REVENUE GROWTH (YOY) LEADER: BRC
LAST: $83.02 (+1.42%) • MKT CAP: $3.89B
revenue-growth
12.80%
LAST: $73.26 (-2.36%) • MKT CAP: $1.06B
revenue-growth
11.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRC VS. ODC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRC | ODC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 50.30% | 29.50% | +20.80 | BRC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.40% | 23.90% | -7.50 | ODC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.3x | 10.6x | +3.70 | ODC | /valuation <GO> |
| Free Cash Flow Yield | 3.95% | 4.49% | -0.54 | ODC | /fcf-yield <GO> |
| Operating Margin | 15.60% | 14.00% | +1.60 | BRC | /operating-margins <GO> |
| Net Profit Margin | 12.50% | 11.10% | +1.40 | BRC | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 12.80% | 11.00% | +1.80 | BRC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.17% | 0.79% | +0.38 | BRC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.12 | 8.80 | -1.68 | ODC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | ODC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.4 | 29.8 | +14.69 | BRC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 18.2x | -0.90 | BRC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.89B | $1.06B | $2.83B | BRC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRC REV | ODC REV | BRC GROSS % | ODC GROSS % | BRC FCF | ODC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.51B | $485.6M | 50.3% | 29.5% | $153.6M | $47.6M |
| FY 2024 | $1.34B | $437.6M | 51.3% | 28.6% | $175.2M | $28.3M |
| FY 2023 | $1.33B | $413.0M | — | — | $209.1M | $49.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRC // BETA —
ODC // BETA —