BRC
screen pass · no fair value yet — WATCHBRADY CORP·Industrials
Screens well, but the council hasn't valued it yet.
66/100B
Price at last run$90.77as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~18% — it earns well on the money it puts to work.
Strong gross margins50% gross margin.
GrowingRevenue growing ~13%.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.