MSM

MSC Industrial Direct Co Inc

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Advanced Chart

90.290

+1.07(1.199%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

90.350

Open

89.050

VWAP

89.95

Vol

545.95K

Mkt Cap

5.03B

Low

88.600

Amount

49.11M

EV/EBITDA(TTM)

13.36

Total Shares

56.30M

5.43B

EV/OCF(TTM)

15.04

P/S(TTM)

1.33

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q1

FY2025Q4

943.01M

+5.75%

0.873

+21.23%

954.82M

+2.84%

0.945

+9.88%

961.80M

+1%

1.008

-2.13%

Estimates Revision

The market is revising Upward the revenue expectations for MSC Industrial Direct Co., Inc. (MSM) for FY2025, with the revenue forecasts being adjusted by 0.42% over the past three months. During the same period, the stock price has changed by 10.83%.

Revenue Estimates for FY2025

Revise Upward

+0.42%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+3.74%

In Past 3 Month

Stock Price

Go Up

+10.83%

In Past 3 Month

8 Analyst Rating

1.01% Upside

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 is 91.20 USD with a low forecast of 84.00 USD and a high forecast of 98.00 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.

2 Buy

6 Hold

0 Sell

Hold

1.01% Upside

Current: 90.290

Low

84.00

Averages

91.20

High

98.00

1.01% Upside

Current: 90.290

Low

84.00

Averages

91.20

High

98.00

Baird

David Manthey

Neutral

maintain

$84 -> $95

2025-07-02

Reason

Baird

David Manthey

Price Target

$84 -> $95

2025-07-02

maintain

Neutral

Reason

Baird analyst David Manthey raised the firm's price target on MSC Industrial to $95 from $84 and keeps a Neutral rating on the shares. The firm updated its model following Q3 results which saw no surprise to guidance.

Loop Capital

Chris Dankert

Hold

maintain

$74 -> $84

2025-07-02

Reason

Loop Capital

Chris Dankert

Price Target

$74 -> $84

2025-07-02

maintain

Hold

Reason

Loop Capital analyst Chris Dankert raised the firm's price target on MSC Industrial to $84 from $74 and keeps a Hold rating on the shares. The company's earnings edged ahead of the firm's Street-high forecast and exceeded consensus by about 5%, aided by favorable price/cost and incremental improvement in the core manufacturing vertical, the analyst tells investors in a research note. An increasingly inflationary backdrop and the potential for market share capture supports EPS growth into FY26, though elevated valuation vs. history and peers presents a "governor on upside" to the shares near term, Loop added.

JPMorgan

Patrick Baumann

Neutral

Overweight

upgrade

$73 -> $89

2025-05-27

Reason

JPMorgan

Patrick Baumann

Price Target

$73 -> $89

2025-05-27

upgrade

Neutral

Overweight

Reason

JPMorgan analyst Patrick Baumann upgraded MSC Industrial to Overweight from Neutral with a price target of $89, up from $73.

JPMorgan

Patrick Baumann

Neutral -> Overweight

upgrade

$73 -> $89

2025-05-27

Reason

JPMorgan

Patrick Baumann

Price Target

$73 -> $89

2025-05-27

upgrade

Neutral -> Overweight

Reason

JPMorgan analyst Patrick Baumann upgraded MSC Industrial to Overweight from Neutral with a price target of $89, up from $73. The firm updated December 2025 U.S. distributor price targets to reflect an increased group multiple. MSC Industrial is a "turnaround story where growth has been a challenge." JPMorgan sees potential support coming from tariff-driven price along with short cycle industrial end markets "that have appeared to remain stable on net. These go along with MSC's ongoing traction in solutions based sales and self-help around productivity initiatives, contends the firm. The analyst sees an attractive relative valuation on the company's free cash flow and "sector best" 4% dividend yield.

Baird

David Manthey

Hold

Maintains

$90 → $84

2025-04-04

Reason

Baird

David Manthey

Price Target

$90 → $84

2025-04-04

Maintains

Hold

Reason

Baird lowered the firm's price target on MSC Industrial to $84 from $90 and keeps a Neutral rating on the shares. The firm updated its model for Q2 amid challenges and asks if a contrarian story may be emerging.

Loop Capital

Chris Dankert

Hold

Maintains

$83 → $74

2025-04-04

Reason

Loop Capital

Chris Dankert

Price Target

$83 → $74

2025-04-04

Maintains

Hold

Reason

Loop Capital lowered the firm's price target on MSC Industrial to $74 from $83 and keeps a Hold rating on the shares. The company's Q2 edged ahead of consensus expectations as efficiency gains more than offset soft sales in the quarter, and the management's Q3 guidance appears "achievable to somewhat conservative", the analyst tells investors in a research note. Loop adds however that its reduced price target reflects modestly lower estimates and the highly uncertain macro backdrop.

See All Ratings

Valuation Metrics

The current forward P/E ratio for MSC Industrial Direct Co Inc (MSM.N) is 22.29, compared to its 5-year average forward P/E of 16.74. 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.

Overvalued

5Y Average PE

16.74

Current PE

22.29

Overvalued PE

20.02

Undervalued PE

13.46

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.

Overvalued

5Y Average EV/EBITDA

11.00

Current EV/EBITDA

13.10

Overvalued EV/EBITDA

12.33

Undervalued EV/EBITDA

9.66

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.

Fair

5Y Average PS

1.28

Current PS

1.29

Overvalued PS

1.41

Undervalued PS

1.15

Financials

Annual

Quarterly

FY2025Q3

YoY :

-0.84%

971.15M

Total Revenue

FY2025Q3

YoY :

-23.36%

85.42M

Operating Profit

FY2025Q3

YoY :

-20.26%

56.86M

Net Income after Tax

FY2025Q3

YoY :

-19.69%

1.02

EPS - Diluted

FY2025Q3

YoY :

-33.33%

75.98M

Free Cash Flow

FY2025Q3

YoY :

+0.17%

40.96

Gross Profit Margin - %

FY2025Q3

YoY :

-17.76%

7.04

FCF Margin - %

FY2025Q3

YoY :

-19.51%

5.86

Net Margin - %

FY2025Q3

YoY :

-28.36%

11.37

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

747.6K

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

4.6M

USD

Bought

0-3

0.0

USD

Months

3-6

11.1M

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

69.0K

Volume

6-9

Months

87.8K

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

0.0

Volume

Months

6-9

12.6K

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

747.6K

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

4.6M

USD

Bought

0-3

0.0

USD

Months

3-6

11.1M

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

MSM News & Events

Events Timeline

2025-08-04 (ET)

2025-08-04

16:38:43

Sealed Air names Kristen Actis-Grande as CFO, effective August 25

2025-07-28 (ET)

2025-07-28

16:34:02

MSC Industrial CFO Kristen Actis-Grande steps down, Greg Clark now interim CFO

2025-07-01 (ET)

2025-07-01

06:37:30

MSC Industrial sees FY25 capital expenditures $100M-$110M

News

4.0

08-27NASDAQ.COM

MSC Industrial (MSM) Receives Strong Buy Upgrade: Key Information You Need to Know

5.0

08-04Newsfilter

Sealed Air Names Kristen Actis-Grande Chief Financial Officer

5.0

07-28Newsfilter

MSC INDUSTRIAL SUPPLY CO. ANNOUNCES RESIGNATION OF CHIEF FINANCIAL OFFICER AND SEES FISCAL FOURTH QUARTER PERFORMANCE TRENDING TOWARDS THE UPPER HALF OF GUIDANCE RANGE