MSC Industrial Direct Co., Inc.

NYSE:MSM 株式レポート

時価総額：US$6.5b

MSC Industrial Direct 将来の成長

Future 基準チェック /26

MSC Industrial Direct利益と収益がそれぞれ年間10.2%と4.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.6% 12%なると予測されています。

主要情報

10.2%

収益成長率

12.01%

EPS成長率

Trade Distributors 収益成長13.9%
収益成長率4.6%
将来の株主資本利益率24.60%
アナリストカバレッジ

Good

最終更新日28 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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?
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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

業績と収益の成長予測

NYSE:MSM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: MSMの予測収益成長率 (年間10.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: MSMの収益 ( 10.2% ) US市場 ( 17.9% ) よりも低い成長が予測されています。

高成長収益: MSMの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: MSMの収益 ( 4.6% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: MSMの収益 ( 4.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MSMの 自己資本利益率 は、3年後には高くなると予測されています ( 24.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/10 20:08
終値2026/06/10 00:00
収益2026/02/28
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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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. 7 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。28

アナリスト機関
David MantheyBaird
Scott DavisBarclays
Scott GrahamBMO Capital Markets Equity Research