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Side-by-side financial comparison of BRADY CORP (BRC) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.

COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $405.3M, roughly 1.2× BRADY CORP). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 13.3%, a 16.5% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 7.5%). Over the past eight quarters, BRADY CORP's revenue compounded faster (12.1% CAGR vs 7.1%).

Brady Corporation is an American developer and manufacturer of specialty products, technical equipment, and services for identifying components used in workplaces. Headquartered in Milwaukee, Wisconsin, Brady employs 6,600 people in North and South America, Europe, Asia, and Australia and serves customers and markets globally. Brady Corporation was founded as W.H. Brady Co. in Eau Claire, Wisconsin, in 1914, by William Henry Brady (1879–1953). In 1984, the company went public and began tradi...

Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.

BRC vs CBSH — Head-to-Head

Bigger by revenue
CBSH
CBSH
1.2× larger
CBSH
$475.7M
$405.3M
BRC
Growing faster (revenue YoY)
CBSH
CBSH
+3.6% gap
CBSH
11.1%
7.5%
BRC
Higher net margin
CBSH
CBSH
16.5% more per $
CBSH
29.8%
13.3%
BRC
Faster 2-yr revenue CAGR
BRC
BRC
Annualised
BRC
12.1%
7.1%
CBSH

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
BRC
BRC
CBSH
CBSH
Revenue
$405.3M
$475.7M
Net Profit
$53.9M
$141.6M
Gross Margin
51.5%
Operating Margin
16.8%
Net Margin
13.3%
29.8%
Revenue YoY
7.5%
11.1%
Net Profit YoY
15.3%
0.7%
EPS (diluted)
$0.96

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BRC
BRC
CBSH
CBSH
Q1 26
$475.7M
Q4 25
$405.3M
$449.4M
Q3 25
$397.3M
$441.0M
Q2 25
$382.6M
$445.8M
Q1 25
$356.7M
$428.1M
Q4 24
$377.1M
$422.1M
Q3 24
$343.4M
$421.4M
Q2 24
$343.4M
$414.5M
Net Profit
BRC
BRC
CBSH
CBSH
Q1 26
$141.6M
Q4 25
$53.9M
$140.7M
Q3 25
$49.9M
$141.5M
Q2 25
$52.3M
$152.5M
Q1 25
$40.3M
$131.6M
Q4 24
$46.8M
$136.1M
Q3 24
$55.5M
$138.0M
Q2 24
$50.9M
$139.6M
Gross Margin
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
51.5%
Q3 25
50.4%
Q2 25
51.0%
Q1 25
49.3%
Q4 24
50.3%
Q3 24
51.6%
Q2 24
51.6%
Operating Margin
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
16.8%
40.8%
Q3 25
14.9%
41.9%
Q2 25
17.6%
44.0%
Q1 25
14.4%
39.2%
Q4 24
15.6%
41.2%
Q3 24
19.3%
42.4%
Q2 24
18.5%
43.4%
Net Margin
BRC
BRC
CBSH
CBSH
Q1 26
29.8%
Q4 25
13.3%
31.3%
Q3 25
12.6%
32.1%
Q2 25
13.7%
34.2%
Q1 25
11.3%
30.7%
Q4 24
12.4%
32.2%
Q3 24
16.1%
32.8%
Q2 24
14.8%
33.7%
EPS (diluted)
BRC
BRC
CBSH
CBSH
Q1 26
$0.96
Q4 25
$0.86
Q3 25
$1.06
Q2 25
$1.14
Q1 25
$0.98
Q4 24
$0.83
Q3 24
$1.01
Q2 24
$1.03

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BRC
BRC
CBSH
CBSH
Cash + ST InvestmentsLiquidity on hand
$182.7M
Total DebtLower is stronger
$115.9M
Stockholders' EquityBook value
$1.2B
$4.3B
Total Assets
$1.8B
$35.7B
Debt / EquityLower = less leverage
0.09×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
$182.7M
Q3 25
$174.3M
Q2 25
$152.2M
Q1 25
$138.5M
Q4 24
$145.7M
Q3 24
$250.1M
Q2 24
$160.5M
Total Debt
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
$115.9M
Q3 25
$99.8M
Q2 25
Q1 25
Q4 24
Q3 24
$90.9M
Q2 24
Stockholders' Equity
BRC
BRC
CBSH
CBSH
Q1 26
$4.3B
Q4 25
$1.2B
$3.8B
Q3 25
$1.2B
$3.8B
Q2 25
$1.2B
$3.6B
Q1 25
$1.1B
$3.5B
Q4 24
$1.1B
$3.3B
Q3 24
$1.1B
$3.4B
Q2 24
$1.0B
$3.1B
Total Assets
BRC
BRC
CBSH
CBSH
Q1 26
$35.7B
Q4 25
$1.8B
$32.9B
Q3 25
$1.7B
$32.3B
Q2 25
$1.7B
$32.3B
Q1 25
$1.6B
$32.4B
Q4 24
$1.6B
$32.0B
Q3 24
$1.5B
$31.5B
Q2 24
$1.4B
$30.6B
Debt / Equity
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
0.09×
Q3 25
0.08×
Q2 25
Q1 25
Q4 24
Q3 24
0.09×
Q2 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BRC
BRC
CBSH
CBSH
Operating Cash FlowLast quarter
$33.4M
Free Cash FlowOCF − Capex
$22.4M
FCF MarginFCF / Revenue
5.5%
Capex IntensityCapex / Revenue
2.7%
Cash ConversionOCF / Net Profit
0.62×
TTM Free Cash FlowTrailing 4 quarters
$159.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
$33.4M
$645.1M
Q3 25
$58.3M
$129.0M
Q2 25
$59.9M
$111.2M
Q1 25
$39.6M
$138.6M
Q4 24
$23.4M
$577.9M
Q3 24
$84.0M
$431.7M
Q2 24
$72.7M
$147.4M
Free Cash Flow
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
$22.4M
$592.4M
Q3 25
$49.4M
$113.3M
Q2 25
$55.6M
$100.5M
Q1 25
$32.5M
$126.0M
Q4 24
$16.1M
$531.7M
Q3 24
$73.2M
$419.1M
Q2 24
$64.4M
$138.9M
FCF Margin
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
5.5%
131.8%
Q3 25
12.4%
25.7%
Q2 25
14.5%
22.5%
Q1 25
9.1%
29.4%
Q4 24
4.3%
126.0%
Q3 24
21.3%
99.5%
Q2 24
18.8%
33.5%
Capex Intensity
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
2.7%
11.7%
Q3 25
2.2%
3.6%
Q2 25
1.1%
2.4%
Q1 25
2.0%
2.9%
Q4 24
1.9%
10.9%
Q3 24
3.1%
3.0%
Q2 24
2.4%
2.1%
Cash Conversion
BRC
BRC
CBSH
CBSH
Q1 26
Q4 25
0.62×
4.59×
Q3 25
1.17×
0.91×
Q2 25
1.15×
0.73×
Q1 25
0.98×
1.05×
Q4 24
0.50×
4.25×
Q3 24
1.51×
3.13×
Q2 24
1.43×
1.06×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BRC
BRC

Americas Asia$215.1M53%
Europe Australia$119.9M30%
Other$70.2M17%

CBSH
CBSH

Segment breakdown not available.

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