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MSC Industrial Direct Co., Inc.
MSM
NYSE·Industrials·Industrial - Distribution·Mkt cap $6.9B
$122.78
▼ -0.45%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$78.80 - $127.51
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 37.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive product catalog of 1.9 million SKUs with nationwide distribution network
- Established customer relationships with Fortune 1000 manufacturers and government agencies
- Omnichannel distribution through e-commerce, catalogs, branches, and call centers
- Inventory management solutions and supply chain optimization expertise
Bear Case
2 risks
- Average volatility.
- Premium valuation to sector peers
Growth
Stable outlook
Increasing adoption of e-commerce and digital ordering platforms in industrial distribution
Value
Premium valuation to sector peers
Momentum
Hot
+36.6% over 3m
Quality
Strong
Excellent business quality
Dividend
Solid
2.81% yield
Smart-money signal
Who's buying MSM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
JUL 1, 2026
Reported EPS of $1.43 vs $1.28 consensus (+11.7% surprise). Revenue of $1.0B vs $1.0B expected (+1.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q3 26
+11.7%
Revenue trend · last 8Q
—
—
—
-1%
+3%
+4%
+3%
+8%
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
$952.3M
$928.5M
$891.7M
$971.1M
$978.2M
$965.7M
$917.8M
$1.0B
Margins · last 8Q
Gross
41.1%
Operating
10.2%
Profit
7.7%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
$118.50
▼ -3.5% vs $122.78
Latest: KeyBanc · Jul 1, 2026
1 analyst covering
vs Industry
How MSM stacks vs Industrial - Distribution
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related
Peers & themes
Peers
No peer data available.
Themes
No themes assigned.