BCO
The Brink's Company
BCO has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over BCO overall, supported by stronger modeled upside and stronger fundamentals.
BCO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Stable |
BCO's profitability is currently healthy, and its revenue, cash flow and balance sheet are stable.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
BCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $117 | — |
| Cheap | 22x | $84.90 | -27% |
| Fair | 31x | $117 | +0.3% |
| Current | 31x | $117 | — |
| Expensive | 91x | $346 | +196% |
Historical ranges are pointers, not guarantees.
BCO's PE is in its fair range at 31x. If earnings grow as analysts expect, today's price would be 13x next year's earnings, in its cheap range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
BCO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect BCO's earnings to grow and its profitability to improve, with its revenue holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over BCO on the outlook, with more favorable revenue expectations.
BCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.35 | +145% |
| Q3 2026 | $3.81 | -3.3% |
| Q2 2026 | $4.32 | +16% |
| Q1 2026 | $4.28 | +15% |
| Q4 2025 | $4.69 | +29% |
| Q3 2025 | $3.94 | +48% |
| Q2 2025 | $3.73 | +25% |
| Q1 2025 | $3.72 | +41% |
| Q4 2024 | $3.63 | +94% |
BCO has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
BCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +3% |
| Q2 2026 | $1.4B | +7.1% |
| Q1 2026 | $1.4B | +10% |
| Q4 2025 | $1.4B | +9.1% |
| Q3 2025 | $1.3B | +6.1% |
| Q2 2025 | $1.3B | +3.8% |
| Q1 2025 | $1.2B | +0.9% |
| Q4 2024 | $1.3B | +1.5% |
BCO's revenue has grown year over year every quarter since late 2020: $1.4B last quarter, up 3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.5% | -1.9 points |
| Q2 2026 | 9.6% | -0.7 points |
| Q1 2026 | 8% | -1.5 points |
| Q4 2025 | 13% | +4.8 points |
| Q3 2025 | 11% | +2.6 points |
| Q2 2025 | 10% | +1 points |
| Q1 2025 | 9.6% | -0.2 points |
| Q4 2024 | 8.3% | +0.1 points |
BCO has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
BCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $52.4M | -32% |
| Q2 2026 | $1.7M | -99% |
| Q1 2026 | -$11.4M | +$107.7M |
| Q4 2025 | $325.9M | +6.1% |
| Q3 2025 | $77.4M | +946% |
| Q2 2025 | $152.2M | +$275M |
| Q1 2025 | -$119.1M | -1118% |
| Q4 2024 | $307.2M | -9.6% |
BCO has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
BCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | -1.4% | -600K shares |
| 3 years | -12% | -5.6M shares |
| 5 years | -17% | -8.8M shares |
| Available history | -19% | -9.6M shares |
BCO has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $30.2M |
| Q4 2025 | $55.8M |
| Q3 2025 | $23.6M |
| Q2 2025 | $85.2M |
| Q1 2025 | $44.8M |
| Q4 2024 | $78.3M |
BCO spent $86M buying back its own shares over the past year, down 63% from the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
BCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Moderate |
| Q2 2026 | 2.9x | Moderate |
| Q1 2026 | 3.0x | Moderate |
| Q4 2025 | 2.8x | Moderate |
| Q3 2025 | 3.4x | Elevated |
| Q2 2025 | 3.7x | Elevated |
| Q1 2025 | 3.6x | Elevated |
| Q4 2024 | 3.4x | Elevated |
BCO's net debt is about 3.0 years of its operating earnings (EBITDA), down from 3.4 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
BCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.0 | Neutral |
| Stochastic | 53.4 | Neutral |
BCO's weekly RSI is 57 (neutral) and its Stochastic is 53 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
BCO PE vs Industrials Sector
| Metric | BCO | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 24x | 28% above |
| PE % | 49 | 58 | 9 pts below |
BCO is trading at 31x earnings, a 28% premium to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
BCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $107.3 | 9.1% above |
| 20 week MA | $110.0 | 6.3% above |
| 50 week MA | $111.7 | 4.7% above |
| 100 week MA | $104.4 | 12% above |
| 200 week MA | $94.0 | 24% above |
BCO has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
BCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $91.1 | $70.8 | -22% |
| 2021 | $70.8 | $64.7 | -8.6% |
| 2022 | $64.7 | $54.1 | -16% |
| 2023 | $54.1 | $88.0 | +63% |
| 2024 | $88.0 | $91.7 | +4.3% |
| 2025 | $91.7 | $119.6 | +30% |
| 2026 YTD | $119.6 | $117.0 | -2.2% |
BCO has finished lower in three of the last six years. It's down 2.2% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over BCO on returns for 2026, with the stronger performance.