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MSA: Backlog Conversion And Acquisitions Will Drive Upside Amid Margin Caution

Published
28 Aug 24
Updated
04 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-7.7%
7D
-2.6%

Author's Valuation

US$187.416.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 04 Nov 25

Fair value Decreased 2.29%

Analysts have slightly lowered their fair value estimate for MSA Safety to $187.40, down from $191.80. They cite recent results that were above expectations due to backlog conversion and acquisitions.

Shared on 05 Sep 25

Analysts note that MSA Safety's Q2 outperformance and contributions from the M&C TechGroup acquisition support constructive fundamentals, but maintain a cautious outlook pending more clarity on catalysts like the SCBA replacement cycle, resulting in an unchanged consensus price target of $191.80. Analyst Commentary Q2 results exceeded expectations, driven by stronger backlog conversion.

Shared on 07 May 25

Fair value Increased 7.75%

Shared on 30 Apr 25

Fair value Decreased 3.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.62%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 17 Apr 25

Fair value Decreased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.42%

AnalystConsensusTarget has decreased revenue growth from 3.9% to 3.0%.