|Bid||83.96 x 800|
|Ask||90.76 x 900|
|Day's Range||83.50 - 84.83|
|52 Week Range||71.52 - 97.12|
|Beta (5Y Monthly)||1.40|
|PE Ratio (TTM)||153.45|
|Earnings Date||Apr 21, 2020 - Apr 26, 2020|
|Forward Dividend & Yield||0.60 (0.71%)|
|Ex-Dividend Date||Feb 05, 2020|
|1y Target Est||108.40|
The full-year results for The Brink's Company (NYSE:BCO) were released last week, making it a good time to revisit its...
This past Friday, February 7, the Bureau of Labor Statistics released the January jobs numbers – and the results were gangbusters. With 225,000 new jobs reported, it was the greatest increase in almost five years. Other data confirmed the numbers: there was a significant increase in workforce reentrants, the labor force participation rate increased to 63.4%, its highest level in almost seven years, and wages increased at an annualized rate of 3.1%, well ahead of inflation.While the jobs report was solid, there were also a few warning signals. Manufacturing jobs declined, and saw a drop in overtime hours reported. The combination indicates a slowdown in demand, as does a drop in durable-goods production. And while the US and China are making progress in dealing with their tariff disputes, China has been rocked by the Coronavirus outbreak, which has impacted travel and trade.So, times are good, and portfolios are appreciating. Investors should be happy, and they are. But now may also be the last gleaming of a fine day. According to research from the MIT Sloan School of Management, a deep dive into the statistics of the economic expansion shows a 70% chance of a recession in the next six months. This runs counter to J.P. Morgan’s recent note on the markets, in which the banking giant says, “Our call remains that one should not expect a US recession ahead of a Presidential election.”When the warning flashers are signaling, but before a crash comes – that is the right time to start recession-proofing a portfolio. We’ve used the TipRanks Stock Comparison tool to look at three blue-chip stocks with well-earned reputations for outperforming bear markets. Here are the results. Brink’s Company (BCO)We’ll start with Brink’s, a private security company with a high profile. Brinks has worldwide operations, with a presence in over 100 countries, providing armed and armored guard and courier services to governments, banks, jewelers, and retailers. The company also offers ATM services including machine installation, replenishment, and maintenance. Brink’s bills itself as a full-service commercial security provider.The necessity of BCO’s business niche is clear from the stock’s 10% gain over the past 12 months. However, a disappointing Q4 report pushed the stock down last week. The company missed the forecasts on both revenues and EPS. The top line, at $936 million, missed by 2.6%, while the $1.18 EPS was 4.8% below estimates. Both numbers, however, were up significantly year-over-year.In another boon for investors, BCO also offers a modest dividend. While significantly lower than the 2% average yield, the 15-cent quarterly payment is reliable. The company has a 20-year history of steady payouts, and has held the dividend at its current level for the last three years. The payout ratio of 13% indicates that this dividend is easily sustainable.The company retains a number of other strengths to attract investors. Management is widely considered strong, and its margins are growing. 5-star analyst from SunTrust Robinson, Tobey Sommer, cited these points in his recent report on the stock: “[We are] positive on the company's superlative management and its efforts expand margins… Brink's has expanded its EBITDA margins from 10% to 15% since the new management took over 3.5 years ago… [we] believe that the company is driving the consolidation of the core cash-in-transit business.”Sommer backs up his Buy rating with an aggressive $115 price target, up from $105, suggesting an upside potential of 39% to the stock. (To watch Sommer’s track record, click here)With 3 recent Buy ratings to its credit, BCO shares hold a unanimous Strong Buy consensus rating. Shares are priced at $82.51, and the average target, $113, implies room for a 37% upside potential in the coming year. (See Brink’s stock analysis on TipRanks) Dollar General Corporation (DG)From commercial security, we move to discount retail. Everyone likes a deal at the store, in good times or bad, but in recessions, discount chains like Dollar General are perfectly positioned. They carry everything you need around the home, from cleaning supplies to over-the-counter pharmaceuticals, to basic groceries, homewares, and kids’ clothing. And should the economy turn south, Dollar General carries these products at discount prices.This model brought the chain $25.6 billion in revenues for 2018, and the company beat earnings forecasts throughout 2019. In Q3, reported in early December, DG showed revenues of $6.99 billion and EPS of $1.42. These strong results represented year-over-year gains of 8.8% and 9.5%, respectively. Looking ahead, the company is expected to report full year earnings of $6.60 per share when it releases results.Like BCO above, Dollar General offers investors a modest dividend. The yield is low, only 0.8%, but the company has been making the payments reliably since 2015. The current payment is 32 cents per quarter, or $1.28 annually, and represents a steady income stream for shareholders – a strong incentive for a stock used to “recession-proof” a portfolio.Weighing in on DG in a recent report, Bradley Thomas, 4-star analyst with KeyBanc, pointed out that the company’s retail metrics are solid: “Same-store sales were higher by 4.6% which was 1.6 percentage points better than expected. Encouragingly, comps also accelerated on a one-year and three-year basis…”In line with his positive view of the company’s current position, Thomas gives DG a Buy rating. His price target, $180, indicates confidence, too, and a 16% upside potential. (To watch Thomas’ track record, click here)Dollar General shares sell for $154.97, and the average price target of $176 suggests room for 14% upside growth. The stock has a Strong Buy rating from the analyst consensus, based on 5 Buys and just a single Hold set in the recent weeks. (See Dollar General stock analysis on TipRanks) Johnson & Johnson (JNJ)With our final stock, we get to a long-time staple of the Dow Jones, Johnson & Johnson. JNJ is well known as both a pharmaceutical company and an easily recognized brand name in home health care. The company owns a number of high-value brands including Band-Aids, Neutrogena, and Tylenol. Parents are sure to know JNJ’s baby shampoo, and its “no more tears” advertising. Johnson & Johnson has a retail presence in over 170 countries and sees over $80 billion in annual revenues.In Q4 2019, reported last month, EPS beat the estimates while revenue came up just a bit short. Earnings were $1.88 per share, 1% better than expected, while the $20.75 billion in revenues was 0.2% below. Year-over-year, the results were the opposite – EPS was down 4.5%, while quarterly revenue was up almost 2%. Shares are up since the Q4 release, on top of the 15% gains in the past 12 months.While the company’s overall gain has underperformed the broader markets, JNJ makes up for that with an above-average dividend payment. The average dividend yield among S&P-listed companies is just about 2%; JNJ’s dividend yield lands at 2.5%. The annualized payment is $3.80, or 95 cents per share each quarter, and the company has maintained the payment, reliably, for 18 years. Not to mention management has increased the dividend steadily since 2011.Johnson & Johnson saw a lot of bad news in 2019, mainly stemming from lawsuits. The largest of the court actions, involving a $572 million payout to the plaintiffs, was related to claims against the company’s baby powder products. A smaller, $8 million suit, revolved around risks stemming from the antipsychotic drug Risperdal. While these court actions are out of the way now, JNJ is still caught up in lawsuits related to the opioid addiction epidemic in the US. Legal concerns have put pressure on the stock, but with Risperdal settlements last year, JNJ shares have seen gains.Cantor Fitzgerald analyst Louise Chen sees JNJ as a Buy proposition. She wrote, in a note released after the Q4 report, “[We] believe that upward earnings revisions to JNJ's Pharma business and multiple expansion, driven by diminishing headlines risks from talc and opioids, should move JNJ shares higher.”As a result, Chen gave JNJ a $168 price target, suggesting a possible upside of 11%. (To watch Chen’s track record, click here)JNJ gets a unanimous Strong Buy rating from the analyst consensus – no fewer than 7 analysts are bullish on the stock. Shares have an average price target of $168.43, which indicates a premium of 11% from the current share price of $151.89. (See Johnson & Johnson stock analysis on TipRanks)
The Brink’s Company (BCO), the global leader in total cash management, today announced that it has invested $9 million in MoneyGram International, Inc. (MGI), one of the world’s largest money transfer companies. This equity investment lays the foundation for the companies to develop a long-term strategic partnership to pursue mutually beneficial near and long-term commercial opportunities. The company has no intention to acquire a controlling interest in MoneyGram.
The Brinks Co. shares slid 8% in early trade Wednesday, after the security company posted weaker-than-expected earnings for the fourth quarter. Richmond, Virginia-based Brinks said it had a net loss of $4 million, or 8 cents a share, in the quarter, after earnings of $35 million, or 68 cents a share, in the year-earlier period. Adjusted per-share earnings came to $1.18, below the $1.25 FactSet consensus. Revenue rose to $936 million from $908 million, but was also below the $953 million FactSet consensus. "Looking ahead, our full-year non-GAAP guidance for 2020 includes 10% operating profit growth and 13% earnings growth, driven primarily by a continuation and expansion of the Strategy 1.0 organic growth initiatives that we began implementing in 2017," Chief Executive Doug Pertz said in a statement. "We expect to achieve these targets despite continued currency headwinds, higher cash repatriation expenses and operating expenses related to developing, piloting and commercializing our Strategy 2.0 initiatives. Our current 2020 guidance assumes limited upside from these 2.0 initiatives, which we expect to begin rolling out in the second half of the year." The company is expecting 2020 revenue of $3.8 billion and adjusted EPS of $4.30 to $4.50, below the FactSet consensus of $3.9 billion and $4.64. Shares have gained 11% in the last 12 months, while the S&P 500 has gained 22%.
Brink's (BCO) delivered earnings and revenue surprises of -4.84% and -2.56%, respectively, for the quarter ended December 2019. Do the numbers hold clues to what lies ahead for the stock?
Full-Year EPS: GAAP $.55 vs ($.65); Non-GAAP $3.89 vs $3.46 Fourth-Quarter EPS: GAAP ($.08) vs $.68; Non-GAAP $1.18 vs $1.05 Segment Operating Profit Rose 22% in Fourth Quarter,.
RICHMOND, Va., Feb. 06, 2020 -- The Brink’s Company (NYSE:BCO), the global leader in total cash management, route-based secure logistics and payment solutions, today announced.
Brink's (BCO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
RICHMOND, Va., Jan. 16, 2020 -- The Brink’s Company (NYSE:BCO), the global leader in cash management, route-based secure logistics and payment solutions, will host a conference.
RICHMOND, Va., Jan. 16, 2020 -- The board of directors of The Brink’s Company (NYSE:BCO) today declared a regular quarterly dividend of 15 cents per share on the company’s.
Anyone researching The Brink's Company (NYSE:BCO) might want to consider the historical volatility of the share price...
We are still in an overall bull market and many stocks that smart money investors were piling into surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Hedge funds' top 3 stock picks returned 41.7% this year and beat […]
RICHMOND, Va., Dec. 05, 2019 -- The Brink’s Company (NYSE:BCO), the global leader in total cash management, route-based secure logistics and payment solutions, today announced.
A recent report by investment bank Goldman Sachs lays out the risks and opportunities in the near-term markets heading into 2020. The bank’s investment strategists said that, after three rate cuts this year, they no longer see bonds as the go-to for risk-averse investors. Instead, foreseeing modest growth, they believe stocks are the better way to go for now.“We expect moderately better economic and earnings growth, and therefore decent risky asset returns,” the Goldman report stated. Going into detail, the reported noted that market prices are already taking account of the US-China tariff disputes and the ongoing Brexit drama. They advise a cautious investment stance, and move toward high-quality assets.So, with that in the background, we’ve pulled three "strong buy" stocks from the TipRanks' Stock Screener. All three have recent recommendations from some of Goldman’s top stock analysts. But more than that, all three are trending upward and show distinct upside potential.Brinks Company (BCO)You’re probably familiar with Brinks; the private security company’s trucks are visible in over 100 countries around the world. Brinks is best known for its armed and armored guard and courier service, provided to governments, banks, jewelers, and retailers. The company provides ATM services, too, including machine installation, replenishment, and maintenance, and money processing services, such as counting, sorting, and storage. Brinks also offers payment processing and physical safes for retailers. Brinks has positioned itself as one-stop-shop for the commercial security industry.Security is an essential service for any business dealing with cash and valuables, and Brinks' quarterly results reflected the company’s success as a service provider. Revenues came in at $924 million, 8.5% higher than the year-ago quarter, while EPS beat the forecast by 3% and showed a quarterly print of $1.05. The strong quarter, the seventh in a row that Brinks beat the estimates, was reflected in the share price: Brinks is up an impressive 37% year-to-date.Brinks's strong performance and recent share gains prompted Goldman’s George Tong, a 5-star analyst, to initiate coverage of the stock with a Buy rating and a $108 price target. Tong wrote, “Brinks has a healthy mid-to-high single digit annual organic revenue growth outlook driven by improving service quality, expanding services and the penetration of new markets. We view Brink’s strategy to develop end-to-end cash supply chain managed services targeting retail clients as capable of driving accelerating revenue growth and upward estimate revisions…” Tong’s price target suggests a 17% upside for this stock. (To watch Tong's track record, click here)Overall, Brink’s shares maintain a unanimous Strong Buy analyst consensus, based on 4 recent Buy ratings. Shares are selling for $92.5, and the $105 price target indicates room for a 13% upside. (See Brinks stock analysis on TipRanks)Lowe’s Companies (LOW)The second-largest home improvement superstore in the US, Lowe’s has faced a mix of hard times and optimism lately. The stock has been highly volatile in the past year as the company has worked to execute a turnaround strategy and improve profits and earnings. Volatility aside, LOW shares are up 26% since January, just outperforming the S&P 500’s 24% gain.Part of Lowe’s success is the ground-up improvement strategy executed by CEO Marvin Ellison. Ellison took over in May of 2018 and took a hands-on approach to improving the retail basics: stocking, merchandising, and customer service. Ellison has also been ruthless in cost-cutting measures, shuttering underperforming stores and laying off several thousand workers. His efforts paid off, however, and in 1H19 Lowe’s outperformed its larger competitor, Home Depot. In a statement to all Lowe’s employees last month, Ellison affirmed the company’s commitment to “…tremendous change and growth to position us toward becoming the leading home improvement retailer.”Despite the hits to company morale, management’s efforts have paid off on the fiscal bottom line. Last year, Lowe’s recorded annual revenues of $68.6 billion, up 5.5%, while net profits, at $3.4 billion, were up 1.3%. In the most recent earnings report, Q3 2019, LOW’s EPS came in at $1.41, well above the $1.35 forecast. While quarterly revenues just missed projections for the quarter, the company did increase its full-year EPS guidance to an upper limit of $5.70.5-star analyst Kate McShane, weighing in from Goldman Sachs, said, “3Q results represented a positive step in rebuilding investor conﬁdence around LOW’s execution capabilities and transformation strategy. The company demonstrated another quarter of sequential gross margin improvement, raised full-year EPS, and remains conﬁdent that strategic initiatives can help drive a comp acceleration in 4Q.” She reiterated her Buy rating and set a price target of $135, indicating confidence in a 15% upside. (To watch McShane's track record, click here)All in all, Wall Street loves the retail giant's stock, considering most voices are betting on LOW. Based on 19 analysts polled by TipRanks in the last 3 months, 16 rate LOW a "buy," while 3 say "hold." The 12-month average price target stands at $136.81, marking a 17% upside from where the stock is currently trading. (See LOW stock analysis on TipRanks)Tradeweb Markets (TW)A public company only since this past April, Tradeweb has recently gotten a lot of love from Wall Street. Tradeweb is an online marketplace for over-the-counter financial products, including municipal bonds, corporate bonds, and certificates of deposit. The company functions as an interdealer broker, connecting commercial and investment banks and trading firms with buyers and sellers in the financial markets. Essentially, Tradeweb is an digital platform for online bond and derivative trading.Tradeweb raised over $1.1 billion in it’s April IPO, making it the second largest IPO in the US this year. In an impressive performance, TW shares closed at $35 in the first day of trading, and despite high volatility, have gained 27% since. In its Q3 report, Tradeweb showed net income of $48.6 million and a diluted EPS of 20 cents. Gross revenues hit a quarterly record of $201 million, up 21% from Q2. The most important number, however, is likely the ADV, or average daily volume, for the quarter. In Q3, Tradeweb set a new quarterly record for ADV, hitting $815 billion – an increase of 53% year-over-year.After the company’s strong gains in the third quarter, Goldman analyst Alexander Blostein upgraded his stance on this stock, raising it from "neutral" to "buy." He wrote, “We see the stock’s solid organic revenue growth and expanding operating margins collectively driving ~15% EPS growth in 2020/2021 - a critical point of differentiation versus most other Exchanges, where top-line trends are decelerating, margin expansion is becoming increasingly harder to achieve (absent of a macro-driven spike in volatility), and valuations remain expensive. We think TW is likely to sustain its growth momentum driven by: (1) Continued market share gains, particularly in Interest Rate Derivatives and Credit. (2) Favorable revenue capture trends. (3) Significant runway to EBITDA margin expansion.” Blostein’s $53 price target implies room for an 17% upside to TW. (To watch Blostein's track record, click here)With a background like that, it’s no wonder that Tradeweb has attracted bullish reviews from the analysts. TW's analyst consensus rating is a Strong Buy, with 4 analysts giving it the thumbs up and only one analyst suggesting to stay sidelined. Shares sell for $45.27, and the average price target is $49.60; this indicates a potential upside of nearly 10%. (See Tradeweb stock analysis on TipRanks)
RICHMOND, Va., Nov. 21, 2019 -- The Brink’s Company (NYSE:BCO), the global leader in total cash management, route-based secure logistics and payment solutions, today announced.
We think all investors should try to buy and hold high quality multi-year winners. And highest quality companies can...
Investing in small cap stocks has historically been a way to outperform the market, as small cap companies typically grow faster on average than the blue chips. That outperformance comes with a price, however, as there are occasional periods of higher volatility. The last 12 months is one of those periods, as the Russell 2000 […]
Brink's (BCO) delivered earnings and revenue surprises of 2.94% and 0.18%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?
Strong Results in North and South America More Than Offset Increased Currency Headwinds 2019 Guidance Adjusted for Expected Full-Year Impact of Currency Translation.
The U.S. Treasury produces the nation's paper currency and coins. The San Francisco mint is dedicated to proof issues and collector coins like silver bullion dollars. The Bureau of Engraving prints currency notes up to $100 in Washington, D.C. and Fort Worth, Texas.