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MSM Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
97.880
Open
97.330
VWAP
97.24
Vol
95.39K
Mkt Cap
5.42B
Low
96.545
Amount
9.28M
EV/EBITDA(TTM)
14.06
Total Shares
55.83M
EV
5.89B
EV/OCF(TTM)
19.56
P/S(TTM)
1.42
MSC Industrial Direct Co, Inc. is a distributor of a range of metalworking and maintenance, repair and operations (MRO) products and services. Its range of metalworking and MRO products includes cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components and electrical supplies. It offers saleable stock-keeping units through its e-commerce channels, including its Website https://www.mscdirect.com; its inventory management solutions; its brochures, and its customer care centers, customer fulfillment centers, regional inventory centers and warehouses. It offers advanced tools that integrate its solutions with customer purchasing platforms and workflows. This includes straightforward integrations, such as embedding customer inventory levels into searches on the Company’s Website.
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Events Timeline

(ET)
2026-04-01
09:00:00
Stock Futures Rise as Markets Rally
select
2026-04-01
06:40:00
MSC Sees Q3 Adjusted Operating Margin of 9.7%-10.3%
select
2026-04-01
06:40:00
Company Reports Q2 Revenue of $917.77M
select
2025-10-23 (ET)
2025-10-23
06:43:03
MSC Industrial CEO Erik Gershwind to Step Down, Martina McIsaac to Take Over
select

News

NASDAQ.COM
8.0
04-06NASDAQ.COM
Analysis of MSM Dividend Predictions and Stock Performance
  • Dividend Yield Analysis: MSM's current annualized dividend yield stands at 3.86%, and while dividends are not always predictable, historical data suggests this yield may remain stable, indicating consistency in the company's dividend policy.
  • Stock Price Range: MSM's 52-week low is $68.10 and high is $96.99, with the last trade at $89.99, indicating that the stock is fluctuating near its high, which may affect investor confidence and decision-making.
  • ETF Holdings Insight: According to ETF Finder, MSM comprises 2.98% of the Amplify Online Retail ETF (Ticker: IBUY), which is up about 0.1% on the day, suggesting a relatively positive market sentiment towards MSM.
  • Market Performance Overview: In Monday trading, MSC Industrial Direct Co Inc shares fell about 0.1%, reflecting cautious overall market sentiment that could impact MSM's short-term performance.
NASDAQ.COM
2.0
04-01NASDAQ.COM
MSC Industrial (MSM) Q2 2026 Earnings Transcript
seekingalpha
9.5
04-01seekingalpha
MSC Industrial Direct Q2 Earnings Call Insights
  • Sales Growth Shortfall: MSC Industrial reported Q2 fiscal 2026 sales of $918 million, reflecting a 2.9% year-over-year increase that fell short of the 4.5% midpoint expectation, primarily due to weather impacts and a partial government shutdown, indicating challenges in the final phase of sales optimization.
  • Gross Margin Performance: The company achieved a gross margin of 41.1%, exceeding expectations with a 10 basis point year-over-year improvement, driven by pricing contributing approximately 6.5% to daily sales, demonstrating resilience in profitability amid cost pressures.
  • Future Outlook: Management guided for Q3 fiscal 2026 average daily sales growth of 5% to 7%, with adjusted operating margin expectations between 9.7% and 10.3%, reflecting confidence in sales recovery moving forward.
  • Cash Flow Performance: The company reported a free cash flow conversion rate of approximately 173% for Q2 and 86% year-to-date, reiterating a full-year target of around 90%, showcasing strong cash generation capabilities.
NASDAQ.COM
4.5
04-01NASDAQ.COM
US Stocks Rise on Optimism Over Middle East Conflict Resolution
  • Market Rally: The S&P 500 Index rose by 0.97%, the Dow Jones Industrial Average by 0.86%, and the Nasdaq 100 by 1.45%, reflecting growing investor confidence amid optimism that the Middle East conflict may soon conclude, which could stabilize global markets.
  • Strong Economic Data: The US ADP employment change for March increased by 62,000, surpassing expectations of 40,000, while February retail sales rose by 0.6% month-over-month, indicating robust economic recovery that may influence Federal Reserve policy decisions.
  • Interest Rate Outlook: Despite a mere 1% chance of a 25 basis point rate hike at the upcoming FOMC meeting, hawkish comments from St. Louis Fed President raised concerns about inflation and employment risks, potentially affecting investor sentiment and market dynamics.
  • Divergent Stock Performances: Target Hospitality surged by over 37% after securing a multi-year contract worth over $550 million, while Nike fell by more than 13% due to revenue forecasts indicating a decline, highlighting varied market reactions to company-specific news.
seekingalpha
9.5
04-01seekingalpha
MSC Industrial Direct Q2 Results Miss Expectations, Shares Drop
  • Revenue Miss: MSC Industrial reported revenue of $917.8 million for Q2, falling short of the $930 million consensus estimate, which led to a 5% drop in stock price during New York trading.
  • Uneven Profit Growth: Despite a year-over-year net income increase to $42.5 million (or $0.76 per share), adjusted earnings of $0.82 per share missed analyst expectations of $0.84, indicating uneven growth in profitability.
  • Cost Control Success: The company achieved significant progress in structural cost reductions and improved gross margins, with operating income rising 4.1% to $64.8 million and operating margin slightly expanding to 7.1%.
  • Optimistic Outlook: MSC Industrial forecasts average daily sales growth of 5% to 7% and an adjusted operating margin between 9.7% and 10.3% for the current quarter, suggesting management's confidence in growth and profitability for the second half of the fiscal year.
NASDAQ.COM
4.5
04-01NASDAQ.COM
US Stocks Rise on Optimism Over Middle East Conflict Resolution
  • Market Optimism: The S&P 500 index rose by 0.52%, the Dow Jones Industrial Average by 0.43%, and the Nasdaq 100 by 0.68%, reflecting investor optimism regarding a potential resolution to the Middle East conflict, which has fueled a continuation of Tuesday's strong rally.
  • Strong Economic Data: The US ADP employment change for March increased by 62,000, surpassing expectations of 40,000, while February retail sales rose by 0.6% month-over-month, exceeding the anticipated 0.5%, bolstering market confidence in economic recovery and potentially influencing future monetary policy.
  • Interest Rate Expectations: Despite hawkish comments from the St. Louis Fed President putting pressure on stocks, the market is still pricing in only a 1% chance of a 25 basis point rate hike at the upcoming FOMC meeting on April 28-29, indicating a cautious optimism regarding economic growth.
  • Notable Stock Performances: Target Hospitality's stock surged over 28% after securing a multi-year contract worth over $550 million, while nCino's forecast of $569 million to $573 million in subscription revenue for 2027 exceeded market expectations, highlighting strong demand in the tech and service sectors.
Wall Street analysts forecast MSM stock price to rise
5 Analyst Rating
Wall Street analysts forecast MSM stock price to rise
1 Buy
4 Hold
0 Sell
Hold
Current: 0.000
sliders
Low
90.00
Averages
93.33
High
96.00
Current: 0.000
sliders
Low
90.00
Averages
93.33
High
96.00
Jefferies
Hold
maintain
$85 -> $90
AI Analysis
2026-04-01
Reason
Jefferies
Price Target
$85 -> $90
AI Analysis
2026-04-01
maintain
Hold
Reason
Jefferies raised the firm's price target on MSC Industrial to $90 from $85 and keeps a Hold rating on the shares following Q2 results. Jefferies tweaked its FY26 topline forecast to reflect modestly improving industrial end markets through the second half, while modeling just modest outgrowth, primarily driven by price. While the firm is constructive on improving industrial end market dynamics, it told investors in a research note that it remains on the sidelines for now as it awaits ongoing initiatives to drive sustainable outgrowth as volumes recover.
JPMorgan
Overweight -> Neutral
downgrade
$96 -> $95
2026-02-06
Reason
JPMorgan
Price Target
$96 -> $95
2026-02-06
downgrade
Overweight -> Neutral
Reason
JPMorgan downgraded MSC Industrial to Neutral from Overweight with a price target of $95, down from $96. The firm cites valuation for the downgrade with the shares reaching the price target. MSC's volumes remain "uninspiring" and its self-help initiatives are yet to show in a meaningful way, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MSM
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Valuation Metrics

The current forward P/E ratio for MSC Industrial Direct Co Inc (MSM.N) is 22.68, compared to its 5-year average forward P/E of 17.29. For a more detailed relative valuation and DCF analysis to assess MSC Industrial Direct Co Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
17.29
Current PE
22.68
Overvalued PE
20.77
Undervalued PE
13.80

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.18
Current EV/EBITDA
14.88
Overvalued EV/EBITDA
12.64
Undervalued EV/EBITDA
9.72

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.26
Current PS
1.31
Overvalued PS
1.37
Undervalued PS
1.15

Financials

AI Analysis
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Quarterly

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Whales Holding MSM

N
NewSouth Capital Management, Inc.
Holding
MSM
+14.46%
3M Return
B
Bragg Financial Advisors, Inc.
Holding
MSM
+8.62%
3M Return
O
Old Republic International Corporation
Holding
MSM
+8.11%
3M Return
A
Alberta Investment Management Corporation
Holding
MSM
+6.83%
3M Return
J
J. Goldman & Co., L.P.
Holding
MSM
+6.02%
3M Return
D
DePrince, Race & Zollo, Inc.
Holding
MSM
+1.25%
3M Return

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Frequently Asked Questions

What is MSC Industrial Direct Co Inc (MSM) stock price today?

The current price of MSM is 97.29 USD — it has increased 0.16

What is MSC Industrial Direct Co Inc (MSM)'s business?

MSC Industrial Direct Co, Inc. is a distributor of a range of metalworking and maintenance, repair and operations (MRO) products and services. Its range of metalworking and MRO products includes cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components and electrical supplies. It offers saleable stock-keeping units through its e-commerce channels, including its Website https://www.mscdirect.com; its inventory management solutions; its brochures, and its customer care centers, customer fulfillment centers, regional inventory centers and warehouses. It offers advanced tools that integrate its solutions with customer purchasing platforms and workflows. This includes straightforward integrations, such as embedding customer inventory levels into searches on the Company’s Website.

What is the price predicton of MSM Stock?

Wall Street analysts forecast MSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MSM is93.33 USD with a low forecast of 90.00 USD and a high forecast of 96.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is MSC Industrial Direct Co Inc (MSM)'s revenue for the last quarter?

MSC Industrial Direct Co Inc revenue for the last quarter amounts to 917.77M USD, increased 2.92

What is MSC Industrial Direct Co Inc (MSM)'s earnings per share (EPS) for the last quarter?

MSC Industrial Direct Co Inc. EPS for the last quarter amounts to 0.76 USD, increased 8.57

How many employees does MSC Industrial Direct Co Inc (MSM). have?

MSC Industrial Direct Co Inc (MSM) has 7077 emplpoyees as of April 21 2026.

What is MSC Industrial Direct Co Inc (MSM) market cap?

Today MSM has the market capitalization of 5.42B USD.