What Makes Brink’s Company (BCO) Worth Holding?

Core Insights - SouthernSun Asset Management's "SouthernSun Small Cap Strategy" reported a gross return of 11.73% for Q3 2025, underperforming the Russell 2000 Index and Russell 2000 Value Index which returned 12.39% and 12.60% respectively [1] - Over the trailing twelve months, the strategy returned -0.66% on a gross basis, significantly lagging behind the indexes which returned 10.76% and 7.88% [1] Company Highlights - The Brink's Company (NYSE:BCO) was identified as the top contributor in the SouthernSun Small Cap Strategy during Q3 2025, showcasing its strong performance in cash and valuables management, digital retail solutions, and ATM managed services [3] - The Brink's Company experienced a one-month return of -6.33% but gained 3.12% over the last 52 weeks, with a closing stock price of $105.88 and a market capitalization of $4.411 billion as of November 4, 2025 [2] - The company achieved 16% organic growth in ATM managed services and digital retail solutions in Q2 2025, with these higher-margin businesses now accounting for over 25% of total revenue [3] - Free cash flow improved significantly, generating over $100 million in the quarter, supported by EBITDA growth and strong working capital performance [3] - Management has been proactive in capital deployment, having repurchased $130 million in stock year to date, with $85 million of that occurring in Q2 [3] - The current stock price presents an opportunity for investors to achieve double-digit returns, backed by a strong balance sheet and effective capital allocation strategy [3]