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Brunswick

BC Consumer Cyclical Unknown Updated August 01, 2026
$79.22
52W $55.61 – $90.25
58/100
$5.13B
1.3
1.32
AI Committee Verdict
Watch
Conviction: Contested · 50% agreement · 6 analysts
+1.2%
-3.8%
0.31:1
Contested

Is BC Bullish or Bearish?

Mixed. Innellis AI committee rates Brunswick (BC) Watch with a composite score of 58/100 , based on 6 analysts with 50% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +2.23 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -17.77 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.34 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.33 across 19 articles, 14d) — News
Bear Case
  • ROE of only -8.1% -- cheap may mean cheap for a reason — Value
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
58/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 29%
of 124 Consumer Cyclical peers
Value Analyst neutral
42 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− ROE of only -8.1% -- cheap may mean cheap for a reason
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 19 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 55.7 to 57.8.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
44.3
Neutral
MACD Histogram
0.055
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$76.19
Resistance
$80.15
Bollinger %B
0.49
Inside Bands
Price vs Moving Averages
EMA 9
$80.10 Below
EMA 21
$80.23 Below
EMA 50
$80.29 Below
EMA 200
$76.58 Above

Fundamental Analysis

Valuation
91
Growth
91
Profitability
0
Financial Health
46
Cash Flow
37
Valuation
P/E Ratio 1.3×
P/B Ratio 3.24×
PEG Ratio 0.00
Dividend Yield 0.02%
52W High $90.25
52W Low $55.61
Quality & Growth
ROE -8.5%
ROA -2.6%
Gross Margin 25.2%
Operating Margin 5.7%
Revenue Growth YoY
Debt / Equity 1.40
AI Fundamental Assessment
P/E ratio of 1.3 (inexpensive relative to a 15-40x range); Price-to-book of 3.2x; PEG ratio of -0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.1%; Return on assets of -0.0%; Net margin of -0.0%; Gross margin of 0.3%; Current ratio of 1.24 (tight short-term liquidity); Debt-to-equity of 1.40; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (5.23); Most recent quarter beat estimates by 19.9%; 2 consecutive earnings beats; EPS growth accelerating (+20.7% -> +122.9% QoQ); Average YoY EPS growth of 34.5%; Analyst estimates rising over recent quarters
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Explore BC Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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