AMCOR PLC vs BRADY CORP, two Diversified Industrials stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMCR and BRC diverge most: on implied growth (priced in), AMCR reads -3.3% and BRC reads +5.0%; on debt / equity, AMCR reads 1.19 and BRC reads 0.01. The rest of the comparable metrics sit closer together. On valuation, today's AMCR price has a different growth bar priced in than BRC (-3.3% implied for AMCR vs +5.0% for BRC); the higher figure is the steeper assumption to clear, not a better or worse stock. What AMCR's price implies is a bet that sits within the historical range (whole-company basis). What BRC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMCR | BRC |
|---|---|---|
| Price | $41.73 | $85.33 |
| Market cap | $19.4B | $4.1B |
| Sector | Diversified Industrials | Diversified Industrials |
| Stage | Growth | Mature |
| Implied growth (priced in) | -3.3% | +5.0% |
| P/B | 1.64 | 3.01 |
| P/S | 0.82 | 2.46 |
| EV/EBITDA | 9.6 | 12.7 |
| Revenue growth | +60.7% | +9.7% |
| Gross margin | 20.9% | 52.9% |
| Operating margin | 10.1% | 13.8% |
| Net margin | 4.7% | 12.4% |
| Return on equity | 9.4% | 15.1% |
| Return on assets | 3.0% | 11.1% |
| Return on invested capital | 5.8% | 15.8% |
| FCF yield | 6.3% | 4.7% |
| Dividend yield | 6.2% | 0.9% |
| Debt / equity | 1.19 | 0.01 |
| Current ratio | 1.25 | 1.94 |
| Altman Z (solvency) | 1.23 | 7.29 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.