MSC Industrial Direct Co., Inc. logo

MSC Industrial Direct Co., Inc.

MSM

NYSEIndustrialsIndustrial - Distribution

Previous close

$119.81

+$2.11 · +1.79%

Aug 21, 4:00 PM ET

MSM company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

69

Undervalued

Momentum

64

Gaining

Sentiment

63

Bullish

Risk resilience

79

Moderate Risk

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Company profile

Company website

MSC Industrial Direct Co., Inc., along with its affiliated entities, specializes in the distribution of industrial supplies, primarily focusing on metalworking, maintenance, repair, and operations (MRO) products and services. Its market reach spans the United States, Canada, Mexico, and the United Kingdom. The company's extensive catalog of MRO products encompasses a wide array of items, including cutting implements, precision measuring devices, specialized tooling components, various metalworking goods, fasteners, sheet and bar stock, raw materials, abrasive products, a diverse selection of machinery, hand, and power tools, essential safety and janitorial provisions, plumbing fixtures, materials handling equipment, power transmission parts, and electrical components. Offering approximately 1.9 million distinct stock-keeping units (SKUs), MSC Industrial Direct provides access to its offerings through multiple channels. These include traditional catalogs and brochures, comprehensive e-commerce platforms (such as its flagship website, mscdirect.com), advanced inventory management solutions for clients, and direct interaction via call centers and local branches. Its robust operational infrastructure features a distribution network comprising 28 branch offices, 11 customer fulfillment centers, and seven regional inventory centers. MSC serves a diverse clientele, ranging from independent machine shops and major Fortune 1000 manufacturing corporations to governmental agencies and manufacturers of all scales. Established in 1941, MSC Industrial Direct Co., Inc. maintains its corporate headquarters in Melville, New York.

Industry
Industrial - Distribution
Sector
Industrials
Headquarters
US
CEO
Martina McIsaac
Listed since
Dec 15, 1995
Employees
7,181

Market position

Day range

Current $119.81

52-week range

Current $119.81

Open
$118.99
Previous close
$117.7
Volume
368.38K
0.51× average
Average volume
728.8K
Average daily volume
Market cap
6.69B USD
Beta
0.83
Market reference 1
50-day average
$121.52
-1.41% below average
200-day average
$100.24
+19.53% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
5.52B USD
P/E (TTM)
28.94×
P/B (TTM)
4.71×
P/S (TTM)
1.71×
EV / EBITDA
14.6×
Earnings yield
3.96%
Free cash flow yield
4.79%
Dividend yield
2.90%

Profitability & efficiency

Gross margin
40.82%
Operating margin
8.80%
Net margin
5.90%
Return on equity
14.36%
Return on assets
8.10%
Return on invested capital
11.37%

Financial health

Debt / equity
0.39×
Current ratio
1.68×
Altman Z-score
6.21
Piotroski F-score
7 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends46%31%16%2%Gross margin, FY2021: 41.12%Gross margin, FY2022: 42.21%Gross margin, FY2023: 40.98%Gross margin, FY2024: 41.11%Gross margin, FY2025: 40.75%Operating margin, FY2021: 10.53%Operating margin, FY2022: 12.87%Operating margin, FY2023: 12.27%Operating margin, FY2024: 10.63%Operating margin, FY2025: 8.32%Net margin, FY2021: 6.69%Net margin, FY2022: 9.20%Net margin, FY2023: 8.56%Net margin, FY2024: 6.77%Net margin, FY2025: 5.29%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 41.12%. Gross margin FY2022 42.21%. Gross margin FY2023 40.98%. Gross margin FY2024 41.11%. Gross margin FY2025 40.75%. Operating margin FY2021 10.53%. Operating margin FY2022 12.87%. Operating margin FY2023 12.27%. Operating margin FY2024 10.63%. Operating margin FY2025 8.32%. Net margin FY2021 6.69%. Net margin FY2022 9.20%. Net margin FY2023 8.56%. Net margin FY2024 6.77%. Net margin FY2025 5.29%.

Income trends

Revenue

3.77B USD-1.35%

Operating income

313.73M USD-22.73%

Net income

199.33M USD-22.92%
Income trends across reported periods4.39B USD2.87B USD1.34B USD−181.67M USDRevenue, FY2021: 3.24B USDRevenue, FY2022: 3.69B USDRevenue, FY2023: 4.01B USDRevenue, FY2024: 3.82B USDRevenue, FY2025: 3.77B USDOperating income, FY2021: 341.67M USDOperating income, FY2022: 475.26M USDOperating income, FY2023: 492.01M USDOperating income, FY2024: 405.99M USDOperating income, FY2025: 313.73M USDNet income, FY2021: 216.91M USDNet income, FY2022: 339.79M USDNet income, FY2023: 343.23M USDNet income, FY2024: 258.59M USDNet income, FY2025: 199.33M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 3.24B USD. Revenue FY2022 3.69B USD. Revenue FY2023 4.01B USD. Revenue FY2024 3.82B USD. Revenue FY2025 3.77B USD. Operating income FY2021 341.67M USD. Operating income FY2022 475.26M USD. Operating income FY2023 492.01M USD. Operating income FY2024 405.99M USD. Operating income FY2025 313.73M USD. Net income FY2021 216.91M USD. Net income FY2022 339.79M USD. Net income FY2023 343.23M USD. Net income FY2024 258.59M USD. Net income FY2025 199.33M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue3.77B USD3.82B USD4.01B USD3.69B USD3.24B USD
Cost of goods sold2.23B USD2.25B USD2.37B USD2.13B USD1.91B USD
Gross profit1.54B USD1.57B USD1.64B USD1.56B USD1.33B USD
Selling, general, and administrative1.17B USD1.15B USD1.08B USD991.85M USD
Operating expenses1.22B USD1.16B USD1.15B USD1.08B USD991.85M USD
Interest income1.13M USD412K USD1.03M USD150K USD66K USD
Interest expense24.06M USD25.77M USD22.54M USD17.6M USD14.51M USD
Depreciation and amortization90.18M USD82.51M USD74.73M USD87.14M USD86.71M USD
Operating income313.73M USD405.99M USD492.01M USD475.26M USD341.67M USD
Net income199.33M USD258.59M USD343.23M USD339.79M USD216.91M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
64%
7 beats, 3 misses, 1 met estimate
Average EPS surprise
+3.79%
11 comparable reports
Latest EPS result
1.43
Estimate 1.28 · Beat by 11.72%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.491.20.910.62Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 8, 2025: actual 0.86, estimate 0.73, surprise +17.81%, Beat. Q2 2025, reported Apr 3, 2025: actual 0.72, estimate 0.681, surprise +5.73%, Beat. Q3 2025, reported Jul 1, 2025: actual 1.08, estimate 1.03, surprise +4.85%, Beat. Q4 2025, reported Oct 23, 2025: actual 1.09, estimate 1.02, surprise +6.86%, Beat. Q1 2026, reported Jan 7, 2026: actual 0.99, estimate 0.95, surprise +4.21%, Beat. Q2 2026, reported Apr 1, 2026: actual 0.82, estimate 0.837, surprise -2.03%, Miss. Q3 2026, reported Jul 1, 2026: actual 1.43, estimate 1.28, surprise +11.72%, Beat. Q4 2026, reported Oct 22, 2026: actual —, estimate 1.36, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.11B1.02B936.91M848.91MQ1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 8, 2025: actual 928.48M USD, estimate 906.86M USD, surprise +2.38%, Beat. Q2 2025, reported Apr 3, 2025: actual 891.72M USD, estimate 899.59M USD, surprise -0.88%, Miss. Q3 2025, reported Jul 1, 2025: actual 971.15M USD, estimate 969.19M USD, surprise +0.20%, Beat. Q4 2025, reported Oct 23, 2025: actual 978.18M USD, estimate 964.26M USD, surprise +1.44%, Beat. Q1 2026, reported Jan 7, 2026: actual 965.68M USD, estimate 962.56M USD, surprise +0.33%, Beat. Q2 2026, reported Apr 1, 2026: actual 917.77M USD, estimate 931.66M USD, surprise -1.49%, Miss. Q3 2026, reported Jul 1, 2026: actual 1.05B USD, estimate 1.03B USD, surprise +1.39%, Beat. Q4 2026, reported Oct 22, 2026: actual —, estimate 1.07B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$145

21.02% upside
Past 12 months12-month forecastHigh $155Average $145Low $130

Rating distribution

29 ratings
Strong buy00%
Buy1034%
Hold1862%
Sell13%
Strong sell00%

MSM news

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$3.42

2025 complete year+14.0% since 2021

2026 partial: $2.61

* Partial calendar year in the available dividend history.

Corporate action history

Dividend

Ex-dividend Jul 8, 2026

$0.87

Quarterly

Record Jul 8, 2026 · Payment Jul 22, 2026

Dividend

Ex-dividend Apr 8, 2026

$0.87

Quarterly

Record Apr 8, 2026 · Payment Apr 22, 2026

Dividend

Ex-dividend Jan 14, 2026

$0.87

Quarterly

Record Jan 14, 2026 · Payment Jan 28, 2026

Dividend

Ex-dividend Nov 12, 2025

$0.87

Quarterly

Record Nov 12, 2025 · Payment Nov 26, 2025

Dividend

Ex-dividend Jul 9, 2025

$0.85

Quarterly

Record Jul 9, 2025 · Payment Jul 23, 2025

Dividend

Ex-dividend Apr 9, 2025

$0.85

Quarterly

Record Apr 9, 2025 · Payment Apr 23, 2025

MSM peers

ETFs holding MSM

Funds reporting this stock among their holdings, ordered by reported position size.

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