MSC Industrial Direct Gestione
Criteri Gestione verificati 2/4
MSC Industrial Direct Il CEO è Martina McIsaac, nominato in Sep2024, e ha un mandato di 1.75 anni. la retribuzione annua totale è $ 2.24M, composta da 27.9% di stipendio e 72.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.015% delle azioni della società, per un valore di $ 964.92K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.8 anni e 10.8 anni.
Informazioni chiave
Martina McIsaac
Amministratore delegato
US$2.2m
Compenso totale
| Percentuale dello stipendio del CEO | 27.90% |
| Mandato del CEO | 1.8yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 10.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?
Nuova narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | US$208m |
| Nov 29 2025 | n/a | n/a | US$205m |
| Aug 30 2025 | n/a | n/a | US$199m |
| May 31 2025 | n/a | n/a | US$198m |
| Mar 01 2025 | n/a | n/a | US$213m |
| Nov 30 2024 | n/a | n/a | US$236m |
| Aug 31 2024 | US$1m | US$566k | US$259m |
| Jun 01 2024 | n/a | n/a | US$291m |
| Mar 02 2024 | n/a | n/a | US$314m |
| Dec 02 2023 | n/a | n/a | US$331m |
| Sep 02 2023 | US$2m | US$497k | US$343m |
Compensazione vs Mercato: La retribuzione totale di Martina ($USD 2.24M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Martina è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Martina McIsaac (55 yo)
1.8yrs
Mandato
US$2,241,188
Compensazione
Ms. Martina McIsaac is President of MSC Industrial Direct Co. Inc. from September 23, 2024 and served as its Chief Operating Officer since October 03, 2022 until January 1, 2026 and is its Chief Executive...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.8yrs | US$2.24m | 0.015% $ 964.9k | |
| VP & Interim CFO | less than a year | US$622.36k | 0.0011% $ 71.7k | |
| Senior VP | 4.2yrs | US$1.14m | 0.0078% $ 510.8k | |
| Senior Vice President of Customer Experience | less than a year | US$1.06m | 0.029% $ 1.9m | |
| Senior VP & Chief Information Officer | no data | Nessun dato | Nessun dato | |
| Head of Investor Relations | 3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Sales | less than a year | Nessun dato | Nessun dato | |
| VP & Chief People Officer | less than a year | Nessun dato | 0.0026% $ 170.7k |
0.8yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di MSM non è considerato esperto (durata media 0.8 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$2.24m | 0.015% $ 964.9k | |
| Independent Director | 17.4yrs | US$249.93k | 0.025% $ 1.6m | |
| Non-Executive Chairman | 30.7yrs | US$456.62k | 14.49% $ 944.0m | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Lead Director | 10.8yrs | US$253.54k | 0.028% $ 1.8m | |
| Independent Director | 26.2yrs | US$233.40k | 0.017% $ 1.1m | |
| Non-Executive Vice Chair of the Board | 15.7yrs | US$5.87m | 3.55% $ 231.2m | |
| Independent Director | 10.8yrs | US$242.84k | 0.028% $ 1.8m | |
| Non Executive Independent Director | 5.8yrs | US$229.93k | 0.011% $ 710.8k | |
| Independent Director | 1.8yrs | US$229.93k | 0.0015% $ 95.8k | |
| Independent Non-Executive Director | 3.5yrs | US$229.93k | 0.0070% $ 456.7k |
10.8yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di MSM è composto da personale esperto e esperto (durata media dell'incarico 10.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 19:55 |
| Prezzo dell'azione a fine giornata | 2026/06/15 00:00 |
| Utili | 2026/02/28 |
| Utili annuali | 2025/08/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MSC Industrial Direct Co., Inc. è coperta da 28 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Manthey | Baird |
| Scott Davis | Barclays |
| Scott Graham | BMO Capital Markets Equity Research |