A Fresh Look at MSA Safety’s (MSA) Valuation Following New CFO Appointment

If you follow MSA Safety (NYSE:MSA), the recent leadership shakeup is something you probably noticed. The company just announced that Julie A. Beck, who previously held CFO roles at Terex Corp. and Nova Chemicals, will be stepping in as Chief Financial Officer and Senior Vice President later this month. Investors know that bringing in a CFO with a track record for driving transformation and disciplined growth can set the tone for a company’s next chapter. The timing of this appointment is particularly interesting for those eyeing the stock.

MSA Safety shares have shown only modest movement over the past year, ending up almost flat even as its peers have posted wider swings. The company has seen solid returns over the past three years, but in the past month alone, the stock dipped slightly, while momentum has picked up over the past quarter. The CFO transition comes at a time when MSA’s revenue and net income growth remain steady, and leaders are clearly hoping that Ms. Beck’s experience navigating complex global businesses can unlock new value.

With this new financial leadership, some are wondering if the market is still underestimating MSA Safety’s growth story, or if the stock’s price already reflects everything investors need to know about its future.

Most Popular Narrative: 8.3% Undervalued

According to community narrative, MSA Safety is currently considered undervalued by 8.3% based on analyst consensus about its future earnings growth and profitability drivers.

Robust growth in connected safety solutions (such as MSA+ and ALTAIR io 4) reflects increasing customer adoption of advanced, cloud-connected worker technologies. This trend is driven by heightened workplace safety requirements and industrial digitization, and it positions MSA for above-average revenue and margin expansion, as these premium products command higher prices.

Want to know what’s really fueling this bullish valuation? The analysts behind this narrative hinge their projections on a handful of ambitious numbers. The true catalyst is buried in their bold assumptions. Can you guess what's driving that compelling price target? There’s one number you don’t want to miss.

Result: Fair Value of $191.80 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, mounting cost pressures from tariffs and currency shifts, as well as weaker demand in core products, could quickly undermine these bullish expectations.

Find out about the key risks to this MSA Safety narrative.

Another View: SWS DCF Model

Taking a different approach, our DCF model also points to MSA Safety as undervalued at current prices. While it uses cash flow projections instead of analyst estimates, will the numbers hold up in the real world?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out MSA Safety for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Build Your Own MSA Safety Narrative

If you have a different take on MSA Safety’s outlook or want to dig into the raw numbers yourself, you can shape your own perspective and narrative in just a few minutes. do it your way.

A great starting point for your MSA Safety research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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