MSC Industrial Direct Co., Inc.

NYSE:MSM Rapport sur les actions

Capitalisation boursière : US$6.4b

MSC Industrial Direct Croissance future

Future contrôle des critères 2/6

MSC Industrial Direct devrait augmenter ses bénéfices et son chiffre d'affaires de 10.2% et de 4.6% par an respectivement. Le BPA devrait croître de de 12% par an. Le rendement des capitaux propres devrait être 24.6% dans 3 ans.

Informations clés

10.2%

Taux de croissance des bénéfices

12.01%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices13.8%
Taux de croissance des recettes4.6%
Rendement futur des capitaux propres24.60%
Couverture par les analystes

Good

Dernière mise à jour28 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 06

MSM: Future Returns Will Depend On Rich P E Multiple Despite Cost Cuts

Narrative Update on MSC Industrial Direct Analysts have lifted their price targets on MSC Industrial Direct, with one moving to $120. Recent model updates reflect a fair value adjustment from about $93.50 to roughly $96.17 as they factor in company cost savings plans and expectations for improving end market demand.
Mise à jour du récit • 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.
Nouveau récit • 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?
Nouveau récit • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
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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Nouveau récit • 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

Prévisions de croissance des bénéfices et des revenus

NYSE:MSM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
8/31/20284,3563142963955
8/31/20274,1552752563577
8/31/20263,9472332103127
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de MSM ( 10.2% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de MSM ( 10.2% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de MSM devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de MSM ( 4.6% par an) devrait croître plus lentement que le marché de US ( 11.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de MSM ( 4.6% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de MSM devrait être élevé dans 3 ans ( 24.6 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/07 22:46
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/02/28
Revenus annuels2025/08/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

MSC Industrial Direct Co., Inc. est couverte par 28 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David MantheyBaird
Scott DavisBarclays
Scott GrahamBMO Capital Markets Equity Research