Brady vs Deluxe
Deluxe reported revenue of $2.1 billion in fiscal 2025, 1.3 times Brady's $1.7 billion in fiscal 2026. Brady's revenue grew 9.8% in its latest year, and Deluxe's grew 0.5%. Brady had an operating margin of 15.9%, against 10.9% at Deluxe. Free cash flow was $193 million at Brady and $175 million at Deluxe. Their fiscal years end in different months (July 31 and December 31), so the periods don't line up exactly.
Side by side
| Brady | Deluxe | |
|---|---|---|
| Latest fiscal year | FY2026, Jul 31, 2026 | FY2025, Dec 31, 2025 |
| Revenue | $1.7B | $2.1B |
| Revenue growth | 9.8% | 0.5% |
| Revenue growth a year, last 5 years | 7.7% | 3.6% |
| Gross margin | 51.8% | 53.0% |
| Operating margin | 15.9% | 10.9% |
| Net margin | 12.4% | 3.9% |
| Free cash flow | $193M | $175M |
| Free cash flow margin | 11.6% | 8.2% |
| Return on capital | 18.1% | 7.6% |
| Net debt to EBITDA | −0.6x | 3.8x |
| Dividends and buybacks | $88M | $55M |
| Change in diluted share count | −0.7% | 1.8% |
| Last close | $78.72 | $26.56 |
| P/E at the last close | — | 15.4× |
| Insider trades, last 12 months | bought $1.0 million, sold $6.6 million | bought $3,752, sold $0 |
| Piotroski F-score | 7 of 9 | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
BradyDeluxe
Operating margin
Percent of revenue
BradyDeluxe
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
BradyDeluxe