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 -1.7% and BRC reads +7.6%; on altman z (solvency), AMCR reads 1.22 and BRC reads 7.88. The rest of the comparable metrics sit closer together. On valuation, today's AMCR price has a different growth bar priced in than BRC (-1.7% implied for AMCR vs +7.6% 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 | $44.88 | $94.18 |
| Market cap | $20.8B | $4.5B |
| Sector | Diversified Industrials | Diversified Industrials |
| Stage | Growth | Mature |
| Implied growth (priced in) | -1.7% | +7.6% |
| P/E | 41.8 | — |
| P/B | 1.78 | 3.35 |
| P/S | 0.94 | 2.78 |
| EV/EBITDA | 11.6 | 14.7 |
| Revenue growth | +65.2% | +11.2% |
| Gross margin | 20.1% | 51.8% |
| Operating margin | 7.8% | 16.8% |
| Net margin | 3.1% | 12.9% |
| Return on equity | 5.8% | 15.6% |
| Return on assets | 1.8% | 11.4% |
| Return on invested capital | 8.7% | 15.1% |
| FCF yield | 3.7% | 4.0% |
| Dividend yield | 1.1% | 0.8% |
| Debt / equity | 0.05 | 0.02 |
| Current ratio | 1.44 | 2.01 |
| Altman Z (solvency) | 1.22 | 7.88 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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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.