MSC Industrial Direct Co., Inc.
MSM
NYSE·Industrials·Industrial - Distribution·Mkt cap $6.5B
$116.47
▼ -1.08%
P/E
28.13
Mkt Cap
$6.5B
52-Wk Range
$78.80–$130.46
52-Week Range
$78.80 - $130.46
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 29.0% 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
1 risk
- Average volatility.
Growth
Stable outlook
Increasing adoption of e-commerce and digital ordering platforms in industrial distribution
Value
Fairly valued vs sector peers
Momentum
Stable
-0.6% over 3m
Quality
Strong
Strong fundamentals
Dividend
Solid
2.99% 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.
Next: Oct 22, 2026
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
Estimate
Actual
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
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: KeyBanc · Jul 1, 2026
vs Industry
How MSM stacks vs Industrial - Distribution
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.