MSM logo

MSC Industrial Direct Co., Inc. Stock Price

NYSE:MSM Community·US$6.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

MSM Share Price Performance

US$123.82
36.79 (42.27%)
US$103.14
Fair Value
US$123.82
36.79 (42.27%)
20.0% overvalued intrinsic discount
US$103.14
Fair Value
Price US$123.82
AnalystConsensusTarget US$103.14
AnalystHighTarget US$155.00
AnalystLowTarget US$75.23

MSM Community Narratives

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Fair Value US$103.14 20.0% overvalued intrinsic discount

Analyst Commentary Highlights Balanced Outlook and Slight Valuation Uptick for MSC Industrial Direct

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·
Fair Value US$155 20.1% undervalued intrinsic discount

AI And Higher Value Solutions Will Drive Stronger Future Margins And Earnings Quality

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Fair Value US$75.23 64.6% overvalued intrinsic discount

Sales Reorganization And Pricing Dependence Will Pressure Margins And Earnings Quality

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US$103.14
20.0% overvalued intrinsic discount
Revenue
5.31% p.a.
Profit Margin
7.21%
Future PE
22.74x
Price in 2029
US$130.28

Trending Discussion

No trending discussion available.

Updated Narratives

MSM logo

MSM: Cost Cuts And Metalworking Focus Will Drive Future Earnings Power

Fair Value: US$155 20.1% undervalued intrinsic discount
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MSM: Future Cost Cuts And Metalworking Exposure May Struggle To Support Premium

Fair Value: US$75.23 64.6% overvalued intrinsic discount
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MSM: Future Returns Will Rely On Rich P E Multiple Over Cost Cuts

Fair Value: US$103.14 20.0% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet established dividend payer.

0 Risks
3 Rewards

MSC Industrial Direct Co., Inc. Key Details

US$3.9b

Revenue

US$2.3b

Cost of Revenue

US$1.6b

Gross Profit

US$1.4b

Other Expenses

US$231.2m

Earnings

Last Reported Earnings
May 30, 2026
Next Reporting Earnings
n/a
4.14
40.82%
5.91%
35.7%
View Full Analysis

About MSM

Founded
1941
Employees
7181
CEO
Martina McIsaac
WebsiteView website
www.mscdirect.com

MSC Industrial Direct Co., Inc., together with its subsidiaries, engages in the distribution of metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally. The company’s metalworking and MRO products include cutting tools, abrasives, machining fluids, measuring instruments, metalworking products, machinery and accessories, tooling components, fasteners, flat stock products, raw materials, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies. It also offers stock-keeping units through its catalogs and brochures; e-commerce channels, including its website; inventory management solutions; and customer care centers, customer fulfillment centers, regional inventory centers and warehouses. In addition, the company serves individual machine shops, manufacturing companies, and government agencies. MSC Industrial Direct Co., Inc. was founded in 1941 and is headquartered in Melville, New York.

Recent MSM News & Updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.

Recent updates

No updates