MSC Industrial Direct Co., Inc.

NYSE:MSM Lagerbericht

Marktkapitalisierung: US$5.9b

MSC Industrial Direct Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

MSC Industrial Direct wird ein jährliches Gewinn- und Umsatzwachstum von 10.9% bzw. 4.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 12.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 23.7% betragen.

Wichtige Informationen

10.9%

Wachstumsrate der Gewinne

12.39%

EPS-Wachstumsrate

Trade Distributors Gewinnwachstum13.9%
Wachstumsrate der Einnahmen4.7%
Zukünftige Eigenkapitalrendite23.73%
Analystenabdeckung

Good

Zuletzt aktualisiert27 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • Apr 29

MSM: Future Returns Will Depend On Rich P E Multiple Holding Up

The updated analyst price target for MSC Industrial Direct moves from about $86 to roughly $94, as analysts factor in adjusted discount rates, slightly higher revenue growth and profit margin assumptions, as well as a higher future P/E multiple. Analyst Commentary Recent Street research on MSC Industrial Direct reflects a mix of optimism and caution, with analysts adjusting ratings and price targets as they reassess valuation, growth assumptions and execution risks.
Neues Narrativ • Apr 18

Sales Reorganization And Pricing Dependence Will Pressure Margins And Earnings Quality

Catalysts About MSC Industrial Direct MSC Industrial Direct supplies metalworking and MRO products and services to industrial and public sector customers. What are the underlying business or industry changes driving this perspective?
Neues Narrativ • Apr 03

AI And Higher Value Solutions Will Drive Stronger Future Margins And Earnings Quality

Catalysts About MSC Industrial Direct MSC Industrial Direct supplies metalworking and MRO products and services to manufacturing, industrial and public sector customers across North America. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Apr 01

MSC Industrial Direct's Dip After Earnings Isn't A Reason To Buy

Summary MSC Industrial Direct reported Q2 FY26 results below analyst expectations, yet continues to show solid year-over-year growth in revenue and profits. MSM's valuation is fair but not cheap, warranting a "Hold" rating as shares trade near the lower end of fair value on an absolute basis. Despite volume declines, price increases and operational improvements have driven financial gains, with management projecting modest growth in Q3 amid supply and geopolitical risks. Capital deployment remains shareholder-focused, with 47% to dividends and 23% to buybacks since 2022, though growth investments are preferred if viable. Read the full article on Seeking Alpha
Narrativ-Update • Mar 27

MSM: Future Returns Will Reflect JPMorgan Downgrade And Completed Buyback Program

Analysts have inched up their fair value estimate for MSC Industrial Direct to $86.20 from about $85.83, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E after recent price target revisions such as Baird's move to $94 following Q1 results and a downgrade highlighted by JPMorgan research. Analyst Commentary Bullish Takeaways Bullish analysts see the updated models after Q1 results as keeping the story intact, with the US$94 price target suggesting they still view the shares as reasonably aligned with current earnings power and P/E assumptions.
Narrativ-Update • Mar 12

MSM: Future Returns Will Reflect Neutral Q1 Reset And Completed Buyback

Analysts have trimmed their average price target on MSC Industrial Direct by $4 to $94, citing updated models after Q1 results and recent rating changes. Analyst Commentary Bullish Takeaways Bullish analysts view the reset to a US$94 price target as a way to align expectations more closely with current Q1 results, which can reduce the risk of future estimate misses.
Narrativ-Update • Feb 26

MSM: Future Returns Will Reflect Neutral Stance After Downgrade And Model Reset

Analysts have trimmed their average price target on MSC Industrial Direct by $4 to $94. They cited refreshed models after recent Q1 results and a downgrade that reflects slightly adjusted assumptions for growth, margins and future P/E multiples.
Narrativ-Update • Feb 10

MSM: Future Returns Will Reflect Neutral Stance After Downgrade And Buyback Completion

Analysts have trimmed their price targets on MSC Industrial Direct by a small amount to US$94, reflecting refreshed models after Q1 results and a slightly lower fair value estimate of about US$85.83, along with modestly adjusted assumptions for discount rate, revenue, profit margin and future P/E. Analyst Commentary Recent research updates point to a more cautious stance on MSC Industrial Direct, with a focus on recalibrated valuation work after Q1 results rather than any single event.
Narrativ-Update • Jan 26

MSM: Future Returns Will Reflect Neutral Outlook After Q1 Model Reset

Narrative Update: MSC Industrial Direct Analysts nudged their price target on MSC Industrial Direct down from $98 to $94. This reflects updated assumptions around fair value, discount rate, profit margins, and a slightly higher future P/E after revisiting their models following recent Q1 results.
Narrativ-Update • Jan 12

MSM: Future Returns Will Balance Discounted Outlook With Leadership Transition

Narrative Update Overview Analysts have modestly reduced their price target on MSC Industrial Direct to $94 from $98, reflecting updated modeling after Q1 results. This incorporates a fair value estimate shift from $87.50 to $86.00, a slightly higher discount rate, marginally lower revenue growth assumptions, a somewhat higher profit margin outlook, and a future P/E assumption moving from 19.94x to 18.89x.
Narrativ-Update • Dec 22

MSM: Future Returns Will Reflect Cautious Demand Outlook And Leadership Transition

Analysts have nudged their price target on MSC Industrial Direct slightly lower to approximately $87.50 from about $88.00, reflecting what they see as a more balanced risk and reward profile as they grow incrementally cautious on near-term U.S. short-cycle demand and trim out-year estimates. Analyst Commentary Recent research updates underscore a more neutral stance on MSC Industrial Direct, as cautious views on the near-term macro backdrop are balanced by confidence in the company’s longer-term positioning and disciplined capital allocation.
Narrativ-Update • Dec 08

MSM: Future Returns Will Reflect Balanced View As Short-Cycle Demand Stays Soft

Analysts have modestly raised their price target on MSC Industrial Direct to $87.50 per share. This reflects a slightly higher assumed future valuation multiple and a marginally increased discount rate, as they balance steady long term fundamentals against a more cautious near term demand outlook.
Narrativ-Update • Nov 24

MSM: Future Results Will Mirror Balanced Outlook as Near-Term Demand Softens

Narrative Update on MSC Industrial Direct: Analyst Price Target Change The analyst price target for MSC Industrial Direct remains unchanged at $87.50. Analysts point to a more balanced risk/reward outlook and reflect cautious sentiment on short-term U.S. industrial demand.
Narrativ-Update • Nov 06

MSM: Future Performance Will Reflect Balanced Risk Amid Cautious Short Cycle Demand

Analysts have slightly reduced their price target for MSC Industrial Direct from $88.50 to $87.50. This change reflects a more balanced risk/reward outlook amid cautious expectations for near-term U.S. demand.
Narrativ-Update • Oct 23

Analyst Commentary Highlights Balanced Outlook and Slight Valuation Uptick for MSC Industrial Direct

Analysts have slightly raised their fair value price target for MSC Industrial Direct from $87.83 to $88.50. They cite a balanced risk and reward outlook, along with cautious sentiment on near-term U.S. demand.
Analyseartikel • Oct 11

MSC Industrial Direct (NYSE:MSM) Has Announced That It Will Be Increasing Its Dividend To $0.87

MSC Industrial Direct Co., Inc.'s ( NYSE:MSM ) periodic dividend will be increasing on the 26th of November to $0.87...
Narrativ-Update • Oct 08

In-Plant Programs And US Marketing Will Improve Operations

Analysts have lowered their price target for MSC Industrial Direct from $90.29 to $87.83. They cite a more cautious stance on near-term U.S. industrial demand and a reassessment of the stock's risk and reward profile.
Analyseartikel • Aug 27

MSC Industrial Direct (NYSE:MSM) Hasn't Managed To Accelerate Its Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analyseartikel • Aug 14

Shareholders Should Be Pleased With MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Price

With a price-to-earnings (or "P/E") ratio of 24.9x MSC Industrial Direct Co., Inc. ( NYSE:MSM ) may be sending bearish...
Analyseartikel • Jul 14

Here's Why MSC Industrial Direct (NYSE:MSM) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel • May 29

Is Now The Time To Look At Buying MSC Industrial Direct Co., Inc. (NYSE:MSM)?

While MSC Industrial Direct Co., Inc. ( NYSE:MSM ) might not have the largest market cap around , it saw a double-digit...
Seeking Alpha • Jan 03

MSC Industrial Hit Hard By Operating Deleverage During This Downturn

Summary Weak activity across a range of short-cycle manufacturing markets and MSC's leverage to generally smaller manufacturers has led to noticeable revenue weakness in recent quarters. Sales could decline for a couple more quarters, though the worst of customer destocking is likely over, and management continues to invest in initiatives like in-plant inventory management and vending. Operating deleverage remains a significant near-term risk as the company continues to invest in growth and efficiency programs like in-plant, vending, inventory planning, and distribution. Short-cycle markets should rebound in FY'25, but MSC Industrial shares look fairly valued given the risks to operating margins and a lackluster history of above-market growth. Read the full article on Seeking Alpha
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Neues Narrativ • Oct 27

High-Touch Solutions And E-Commerce Transformations Set The Stage For Future Growth

High-touch solutions and digital enhancements are growth drivers, potentially boosting revenue and net margins through improved customer experience and national account sales.
Seeking Alpha • Oct 06

MSC Industrial: Adjusting To A New Market Reality

Summary MSC Industrial Direct has faced significant year-over-year sales declines and margin pressures, making it a mediocre performer in the MRO market. Despite a >4% dividend yield, I remain cautious due to the company's relative underperformance and uncertain outlook for 2025. Recent bolt-on acquisitions and modest leverage haven't offset the negative sales trajectory and reduced earnings guidance. With shares recovering slightly since June, I am not rushing to invest, given the availability of better MRO opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Weakening Manufacturing Activity Is Hitting MSC Industrial Hard

Summary MSC Industrial saw a meaningful downturn in core manufacturing end-markets during fiscal Q3 results, driving a 7% decline in average daily sales. The company isn't alone here; Fastenal had a sluggish quarter with fastener sales down year over year and Lincoln Electric already revised its full-year results into the red for FY'24. MSC Industrial's model makes it difficult to uphold margins during downturns, but execution issues with web-based pricing added to the margin pressure. Without a reason to be more bullish on manufacturing end-markets, it's hard to be all that bullish on MSC shares today, though the business will see a cyclical recovery at some point. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:MSM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
8/31/20284,3683162994016
8/31/20274,1512732583598
8/31/20263,9482352163178
2/28/20263,833208215301N/A
11/29/20253,807205167261N/A
8/30/20253,770199241334N/A
5/31/20253,744198264361N/A
3/1/20253,752213302407N/A
11/30/20243,795236330431N/A
8/31/20243,821259311411N/A
6/1/20243,904291334436N/A
3/2/20243,979314347443N/A
12/2/20234,006331619705N/A
9/2/20234,009343607700N/A
6/3/20233,996360597678N/A
3/4/20233,900364534605N/A
12/3/20223,801355193264N/A
9/3/20223,692340185246N/A
5/28/20223,501302159220N/A
2/26/20223,40829698163N/A
11/27/20213,320245118179N/A
8/28/20213,243217171224N/A
5/29/20213,160203272321N/A
2/27/20213,129187319360N/A
11/28/20203,141224373415N/A
8/29/20203,192251350397N/A
5/30/20203,287265304356N/A
2/29/20203,319267331386N/A
11/30/20193,356280N/A337N/A
8/31/20193,364289N/A328N/A
6/1/20193,359295N/A297N/A
3/2/20193,321295N/A320N/A
12/1/20183,267344N/A335N/A
9/1/20183,204329N/A340N/A
6/2/20183,120316N/A318N/A
3/3/20183,035300N/A268N/A
12/2/20172,970236N/A253N/A
9/2/20172,888231N/A247N/A
6/3/20172,879232N/A274N/A
3/4/20172,863234N/A315N/A
12/3/20162,843230N/A355N/A
9/3/20162,864230N/A401N/A
5/28/20162,846228N/A373N/A
2/27/20162,864226N/A385N/A
11/28/20152,886229N/A314N/A
8/29/20152,910230N/A250N/A
5/30/20152,910233N/A209N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: MSMDas prognostizierte Gewinnwachstum (10.9% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: MSMDie Erträge des Unternehmens (10.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: MSMDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: MSMDie Einnahmen des Unternehmens (4.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: MSMDie Einnahmen des Unternehmens (4.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: MSMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (23.7%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 11:18
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/02/28
Jährliche Einnahmen2025/08/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

MSC Industrial Direct Co., Inc. wird von 28 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
David MantheyBaird
Scott DavisBarclays
Scott GrahamBMO Capital Markets Equity Research