MSC Industrial Direct（MSM）株式概要
MSCインダストリアルダイレクト社は、その子会社とともに、米国、カナダ、メキシコ、英国、および国際的な金属加工およびメンテナンス、修理、オペレーション（MRO）製品とサービスの流通に従事している。 詳細
報酬
リスク分析
リスクチェックの結果、MSM 、リスクは検出されなかった。
MSM Community Fair Values
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Analyst Price Targets
MSC Industrial Direct Co., Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$120.51 |
| 52週高値 | US$130.46 |
| 52週安値 | US$78.80 |
| ベータ | 0.82 |
| 1ヶ月の変化 | -2.67% |
| 3ヶ月変化 | 5.51% |
| 1年変化 | 31.92% |
| 3年間の変化 | 25.11% |
| 5年間の変化 | 52.95% |
| IPOからの変化 | 893.90% |
最新ニュース
ナラティブ更新 • Aug 20
MSM: Future Returns Will Depend On P/E Repricing And SG&A Cost Execution
The analyst price target for MSC Industrial Direct has been revised from $103.14 to $131.00, as analysts factor in higher modeled revenue growth, slightly stronger profit margins, and a higher future P/E multiple supported by recent research pointing to SG&A leverage, cost-out initiatives, and what they view as an emerging equity recovery story. Analyst Commentary Recent Street research on MSC Industrial Direct has leaned strongly positive, with several firms lifting price targets and pointing to both revenue execution and cost discipline as key drivers for their views.
ナラティブ更新 • Aug 06
MSM: Cost Cuts And Metalworking Focus Will Drive Future Earnings Power
Analysts have lifted the fair value estimate for MSC Industrial Direct to $155 from $100, citing the company's focused metalworking exposure, cost reduction efforts, and expectations for improved margins and earnings power over the coming years. Analyst Commentary on MSC Industrial Direct Recent research coverage on MSC Industrial Direct has leaned positive, with several bullish analysts pointing to focused metalworking exposure, cost reduction plans, and potential earnings power as key supports for higher fair value estimates.
ナラティブ更新 • Jul 23
MSM: Future Cost Cuts And Metalworking Exposure May Struggle To Support Premium
The analyst price target for MSC Industrial Direct has been revised higher to $75.23 from $70.98, as analysts point to the company's focus on industrial metalworking, ongoing cost optimization, and expectations for improved margins and earnings power over the coming years. Analyst Commentary on MSC Industrial Direct Recent Street research on MSC Industrial Direct has centered on the company focus on industrial metalworking, cost optimization, and potential earnings power, with several firms issuing supportive ratings and price targets tied to these themes.Recent updates
ナラティブ更新 • Aug 20
MSM: Future Returns Will Depend On P/E Repricing And SG&A Cost Execution
The analyst price target for MSC Industrial Direct has been revised from $103.14 to $131.00, as analysts factor in higher modeled revenue growth, slightly stronger profit margins, and a higher future P/E multiple supported by recent research pointing to SG&A leverage, cost-out initiatives, and what they view as an emerging equity recovery story. Analyst Commentary Recent Street research on MSC Industrial Direct has leaned strongly positive, with several firms lifting price targets and pointing to both revenue execution and cost discipline as key drivers for their views.ナラティブ更新 • Aug 06
MSM: Cost Cuts And Metalworking Focus Will Drive Future Earnings Power
Analysts have lifted the fair value estimate for MSC Industrial Direct to $155 from $100, citing the company's focused metalworking exposure, cost reduction efforts, and expectations for improved margins and earnings power over the coming years. Analyst Commentary on MSC Industrial Direct Recent research coverage on MSC Industrial Direct has leaned positive, with several bullish analysts pointing to focused metalworking exposure, cost reduction plans, and potential earnings power as key supports for higher fair value estimates.ナラティブ更新 • Jul 23
MSM: Future Cost Cuts And Metalworking Exposure May Struggle To Support Premium
The analyst price target for MSC Industrial Direct has been revised higher to $75.23 from $70.98, as analysts point to the company's focus on industrial metalworking, ongoing cost optimization, and expectations for improved margins and earnings power over the coming years. Analyst Commentary on MSC Industrial Direct Recent Street research on MSC Industrial Direct has centered on the company focus on industrial metalworking, cost optimization, and potential earnings power, with several firms issuing supportive ratings and price targets tied to these themes.ナラティブ更新 • Jul 09
MSM: Future Margin Gains And Cost Cuts May Not Justify Premium
The analyst price target for MSC Industrial Direct has been raised from $145 to $150, with analysts pointing to SG&A leverage, cost-out initiatives and expected margin improvement as key supports for the higher fair value estimate. Analyst Commentary Recent research on MSC Industrial Direct highlights a mix of confidence in the company’s cost controls and questions about how much of that story is already reflected in the stock’s valuation.分析記事 • Jul 04
MSC Industrial Direct Co., Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
It's been a good week for MSC Industrial Direct Co., Inc. ( NYSE:MSM ) shareholders, because the company has just...Seeking Alpha • Jul 02
MSC Industrial: A Broadening Industrial Recovery Is Driving Shares To New Highs
Summary MSC Industrial has outperformed peers, driven by industrial production recoveries and momentum in multiple manufacturing end markets. MSM's fiscal Q3 saw nearly 8% revenue growth and a 160bp operating margin improvement, primarily from pricing and SG&A discipline. Management's restructuring—focused so far on headcount and compensation—remains unproven, with past efforts often reversed due to sales impacts. Valuation is challenging at ~14x FY'27 EBITDA; current pricing reflects high expectations for sustained growth and margin leverage from a notoriously cyclical business. Read the full article on Seeking Alphaナラティブ更新 • Jun 24
MSM: Future Returns Will Rely On Rich P E Multiple Over Cost Cuts
MSC Industrial Direct's updated analyst price target rises about $7 to roughly $103 per share, with analysts pointing to spend optimization, operating leverage, and planned cost savings as key supports for higher fair value and a slightly higher assumed future P/E multiple. Analyst Commentary Recent research on MSC Industrial Direct centers on how cost actions, margin potential, and end-market demand could influence earnings power and valuation.分析記事 • Jun 17
MSC Industrial Direct (MSM) Stock Could Be 22% Overvalued After Analyst Upgrades
Recent analyst initiations and upgrades around MSC Industrial Direct (MSM), along with company comments on continued operating margin expansion and strong digital sales, have pushed the stock into focus for investors who are monitoring the company’s execution on cost efficiency. See our latest analysis for MSC Industrial Direct. Those upgrades and dividend news have arrived alongside a strong run in MSC Industrial Direct’s share price, with a 30 day share price return of 12.06% and a 1 year...ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.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株主還元
| MSM | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | -0.7% | -1.8% | -0.9% |
| 1Y | 31.9% | 6.9% | 14.2% |
業界別リターン: MSM過去 1 年間で6.9 % の収益を上げたUS Trade Distributors業界を上回りました。
リターン対市場: MSM過去 1 年間で14.2 % の収益を上げたUS市場を上回りました。
価格変動
| MSM volatility | |
|---|---|
| MSM Average Weekly Movement | 3.5% |
| Trade Distributors Industry Average Movement | 6.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: MSM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MSMの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1941 | 7,181 | Martina McIsaac | www.mscdirect.com |
MSC Industrial Direct Co., Inc.は、その子会社とともに、米国、カナダ、メキシコ、英国、および国際的な金属加工およびメンテナンス、修理、オペレーション（MRO）製品・サービスの流通に従事している。同社の金属加工およびMRO製品には、切削工具、研磨剤、加工油剤、測定機器、金属加工製品、機械および付属品、工具部品、ファスナー、フラットストック製品、原材料、機械用ハンドツールおよび電動工具、安全用品および清掃用品、配管用品、マテリアルハンドリング製品、動力伝達部品、電気用品などがある。また、カタログやパンフレット、ウェブサイトを含むeコマース・チャンネル、在庫管理ソリューション、カスタマー・ケア・センター、カスタマー・フルフィルメント・センター、地域在庫センター、倉庫を通じた在庫管理ユニットも提供している。さらに、同社は個人の機械工場、製造会社、政府機関にもサービスを提供している。は1941年に設立され、ニューヨーク州メルビルに本社を置いている。
MSC Industrial Direct Co., Inc. 基礎のまとめ
| MSM 基礎統計学 | |
|---|---|
| 時価総額 | US$6.73b |
| 収益（TTM） | US$231.20m |
| 売上高(TTM) | US$3.91b |
29.1x
PER（株価収益率1.7x
P/SレシオMSM は割高か？
公正価値と評価分析を参照収益と収入
| MSM 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.91b |
| 売上原価 | US$2.31b |
| 売上総利益 | US$1.60b |
| その他の費用 | US$1.36b |
| 収益 | US$231.20m |
直近の収益報告
May 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.14 |
| グロス・マージン | 40.82% |
| 純利益率 | 5.91% |
| 有利子負債／自己資本比率 | 35.7% |
MSM の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.9%
現在の配当利回り84%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/13 03:09 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/05/30 |
| 年間収益 | 2025/08/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
MSC Industrial Direct Co., Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| David Manthey | Baird |
| Scott Davis | Barclays |
| Scott Graham | BMO Capital Markets Equity Research |