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MSA Safety IncorporatedInforme acción NYSE:MSA

Capitalización bursátil US$6.7b
Precio de las acciones
US$171.24
US$205.71
16.8% infravalorado descuento intrínseco
1Y7.4%
7D0.8%
Valor de la cartera
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MSA Safety Incorporated

Informe acción NYSE:MSA

Capitalización de mercado: US$6.7b

MSA Safety (MSA) Resumen de Acciones

MSA Safety Incorporated desarrolla, fabrica y suministra productos de seguridad y soluciones tecnológicas que protegen a los trabajadores y las infraestructuras de las instalaciones en todo el mundo. Saber más

Análisis fundamental de MSA
Puntuación del snowflake
Valoración4/6
Crecimiento futuro1/6
Rendimiento pasado3/6
Salud financiera4/6
Dividendos4/6

MSA Community Fair Values

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Competidores de MSA Safety Incorporated

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del MSA Safety
Precios históricos de las acciones
Precio actual de la acciónUS$171.24
Máximo en las últimas 52 semanasUS$208.92
Mínimo de 52 semanasUS$151.11
Beta0.97
Cambio en 1 mes3.23%
Variación en 3 meses-15.20%
Cambio de 1 año7.37%
Variación en 3 años19.22%
Variación en 5 años4.78%
Variación desde la OPV4,570.18%

Noticias y actualizaciones recientes

Actualización de narrativa May 12

MSA: NFPA Recovery And Capital Returns Will Support Future Compounding

MSA Safety's updated analyst price target has edged down by about $2 to $205.71, as analysts factor in a slightly higher discount rate alongside modest adjustments to long term growth and profitability assumptions, including a lower future P/E multiple. Analyst Commentary Recent research on MSA Safety has shifted from earlier target increases following Q4 results to a series of target trims and more cautious stances, reflecting updated views on valuation, growth visibility and execution risk.

Recent updates

Actualización de narrativa May 12

MSA: NFPA Recovery And Capital Returns Will Support Future Compounding

MSA Safety's updated analyst price target has edged down by about $2 to $205.71, as analysts factor in a slightly higher discount rate alongside modest adjustments to long term growth and profitability assumptions, including a lower future P/E multiple. Analyst Commentary Recent research on MSA Safety has shifted from earlier target increases following Q4 results to a series of target trims and more cautious stances, reflecting updated views on valuation, growth visibility and execution risk.
Actualización de narrativa Apr 28

MSA: NFPA Recovery And Recurring Revenue Will Support Future Compounding

Analyst price targets on MSA Safety have been adjusted by a net $10 swing, with recent research citing steady mid single digit organic growth expectations, easing NFPA related headwinds and a view of the business as a high quality compounder with increasing recurring revenue, while other firms maintain more neutral stances after updating models post Q4 results. Analyst Commentary Recent research on MSA Safety clusters around how well the company can execute on its organic growth outlook, how sticky its revenue base can become, and whether the current valuation already reflects these qualities.
Seeking Alpha Apr 21

MSA Safety: Q1 2026 Earnings And A Dividend Increase Likely Coming

Summary MSA Safety demonstrates resilient revenue growth, robust margins, and improving return on invested capital, supporting its high-quality business profile. MSA's dividend yield stands at 1.22%, with a consistent growth track record and a conservative payout ratio near 25%, enabling continued shareholder rewards. Recent earnings highlight Q4 non-GAAP EPS of $2.38, beating consensus, with revenue of $511M and modest year-over-year growth in key segments. My FCF valuation model suggests MSA is trading for a discount at this time. Read the full article on Seeking Alpha
Actualización de narrativa Apr 13

MSA: NFPA Recovery And Recurring Revenue Will Drive Future Upside

Analysts have trimmed the MSA Safety price target by about $4 to reflect slightly higher discount rates and a modestly lower future P/E assumption, even as their revenue growth outlook edges a bit higher following recent research updates from firms covering the stock. Analyst Commentary Recent Street research on MSA Safety shows a mix of optimism on the business outlook and more cautious adjustments to valuation and rating, giving you a balanced set of signals to consider.
Actualización de narrativa Mar 28

MSA: NFPA Recovery And Recurring Revenue Will Support Future Upside

Analysts have lifted their average MSA Safety price targets into a $205 to $235 range, citing Q4 earnings, a return to mid single digit organic growth as NFPA related issues fade, and the company's positioning as a wide moat business with rising recurring revenue. Analyst Commentary Recent Street research around MSA Safety has focused on how the Q4 earnings print, the outlook for organic growth and the mix of recurring revenue stack up against current valuation after the latest round of price target revisions into the $205 to $235 range.
Actualización de narrativa Mar 14

MSA: Recurring Revenue And NFPA Recovery Will Shape Future Returns

Analysts have raised their price targets on MSA Safety into a higher $200 to $235 range, reflecting updated models after Q4 results and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue strengthens. Analyst Commentary Recent research updates cluster around higher valuation ranges for MSA Safety after Q4 results, with different firms adjusting their models to reflect refreshed assumptions on growth, recurring revenue and fire related headwinds tied to NFPA standards.
Actualización de narrativa Feb 28

MSA: Mid Single Digit Outlook And Recurring Revenue Will Shape Future Returns

Analysts have raised their blended price target for MSA Safety from about $198 to roughly $212, citing recent Q4 results, refreshed models, and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue increases. Analyst Commentary Recent Street research on MSA Safety clusters around Q4 results, the updated outlook for organic growth, and the role of recurring revenue in supporting valuation.
Actualización de narrativa Feb 14

MSA: Neutral Research And Modest Assumption Shifts Will Shape Returns

Analysts have raised their average price target on MSA Safety by about $11, reflecting updated views on fair value, growth, margins, and future P/E following recent research. This includes a higher target and a new neutral initiation.
Artículo de análisis Dec 28

Is MSA Safety Incorporated (NYSE:MSA) Trading At A 21% Discount?

Key Insights The projected fair value for MSA Safety is US$209 based on 2 Stage Free Cash Flow to Equity MSA Safety's...
Actualización de narrativa Nov 04

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

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.
Artículo de análisis Oct 07

MSA Safety Incorporated's (NYSE:MSA) Shareholders Might Be Looking For Exit

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Actualización de narrativa Sep 05

Connected Safety And European Expansion Will Strengthen Future Position

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.
Artículo de análisis Jul 27

MSA Safety (NYSE:MSA) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis Jul 15

Estimating The Intrinsic Value Of MSA Safety Incorporated (NYSE:MSA)

Key Insights MSA Safety's estimated fair value is US$195 based on 2 Stage Free Cash Flow to Equity With US$173 share...
Artículo de análisis Jun 21

Is It Time To Consider Buying MSA Safety Incorporated (NYSE:MSA)?

MSA Safety Incorporated ( NYSE:MSA ), might not be a large cap stock, but it led the NYSE gainers with a relatively...
Artículo de análisis May 28

MSA Safety Incorporated's (NYSE:MSA) Shares May Have Run Too Fast Too Soon

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Mar 18

MSA Safety: A Premium Safety Business Looks To Get More Safe Itself

Summary MSA Safety's shares have fallen to 2020 levels, trading at 20 times earnings, despite a strong long-term outlook and impeccable dividend track record. The company generates $1.8 billion in sales from safety products, with a significant presence in the Americas and strong positions in niche segments. Despite a mixed performance in late 2024, MSA Safety's balance sheet remains strong, with reduced net debt and potential for stock buybacks or acquisitions. Given the current valuation and diminished organic growth, I recommend buying MSA Safety shares at $130-$140 for a safer investment. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

MSA Safety: The Safe Move Here Is A Downgrade

Summary MSA Safety's stock is downgraded from 'hold' to 'sell' due to a relatively high valuation and limited future growth compared to similar firms. Despite impressive revenue growth, profitability metrics have been volatile, and future growth projections don't justify the current premium valuation. MSA Safety's market segments, including Fire Service, Detection, and Industrial PPE, show room for expansion but not enough to meet broader market returns. Management's forecast suggests only 3.7% to 4.2% annualized upside, significantly lower than the typical 11% to 12% market growth. Read the full article on Seeking Alpha
User avatar
Nueva narrativa Aug 28

Innovative Safety Gear And Critical Shifts Poised To Boost Revenue And Appeal To Responsible Investors

Strategic optimizations and overcoming supply chain issues signal operational efficiency, poised to enhance revenue growth and customer satisfaction.

Rentabilidad de los accionistas

MSAUS Commercial ServicesMercado US
7D0.8%0.2%-0.9%
1Y7.4%-16.6%24.4%

Rentabilidad vs. Industria: MSA superó a la industria US Commercial Services, que obtuvo un rendimiento del -16.6% el año pasado.

Rentabilidad vs. Mercado: MSA obtuvo unos resultados inferiores a los del mercado US, que fueron del 24.4% el año pasado.

Volatilidad de los precios

Is MSA's price volatile compared to industry and market?
MSA volatility
MSA Average Weekly Movement3.7%
Commercial Services Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: MSA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MSA (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19145,300Steve Blancowww.msasafety.com

MSA Safety Incorporated desarrolla, fabrica y suministra productos de seguridad y soluciones tecnológicas que protegen a los trabajadores y las infraestructuras de instalaciones en todo el mundo. La empresa ofrece productos para equipos de respiración, como equipos de respiración autónomos; cascos y prendas de protección para bomberos; y sistemas fijos de detección de gases y llamas, como sistemas fijos de supervisión de detección de gases, detectores de llamas y detectores de gases por infrarrojos de camino abierto, y soluciones de detección e identificación de refrigerantes, así como instrumentos portátiles de detección de gases para detectar la presencia o ausencia de diversos gases en el aire. También ofrece protección craneal industrial y accesorios; equipos de protección contra caídas, como equipos para espacios confinados, arneses, eslingas y líneas de vida autorretráctiles, así como sistemas de ingeniería; y respiradores purificadores de aire, productos de protección ocular y facial, cascos balísticos y máscaras antigás.

Resumen de fundamentos de MSA Safety Incorporated

¿Cómo se comparan los beneficios e ingresos de MSA Safety con su capitalización de mercado?
Estadísticas fundamentales de MSA
Capitalización bursátilUS$6.74b
Beneficios(TTM)US$290.52m
Ingresos (TTM)US$1.92b
22.8x
Ratio precio-beneficio (PE)
3.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MSA
IngresosUS$1.92b
Coste de los ingresosUS$1.02b
Beneficio brutoUS$897.30m
Otros gastosUS$606.78m
BeneficiosUS$290.52m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)7.53
Margen bruto46.80%
Margen de beneficio neto15.15%
Ratio deuda/patrimonio45.2%

¿Cómo se ha desempeñado MSA a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.2%
Rentabilidad actual por dividendo
29%
Ratio de pagos
¿Cuándo hay que comprar MSA para recibir un próximo dividendo?
fechas de dividendos de MSA Safety
Fecha ex dividendoMay 15 2026
Fecha de pago de dividendosJun 10 2026
Días hasta ex dividendo1 day
Días hasta la fecha de pago de dividendos25 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/15 07:44
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

MSA Safety Incorporated está cubierta por 14 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert MasonBaird
Quinn FredricksonBaird
Rudolf HokansonBarrington Research Associates, Inc.