MSC Industrial Direct Co., Inc.

MSC Industrial Direct Co., Inc.

MSMยทNYSE

$117.21

+0.99%
IndustrialsIndustrial - Distribution

MSC Industrial Direct Co., Inc., together with its subsidiaries, distributes metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, and the United Kingdom. Its MRO products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock products, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies. The company offers approximately 1.9 million stock-keeping units through its catalogs and brochures; e-commerce channels, including its Website, mscdirect.com; inventory management solutions; and call-centers and branches. It operates through a distribution network of 28 branch offices, 11 customer fulfilment centers, and seven regional inventory centers. The company serves individual machine shops, Fortune 1000 manufacturing companies, and government agencies, as well as manufacturers of various sizes. MSC Industrial Direct Co., Inc. was founded in 1941 and is headquartered in Melville, New York.

At a Glance

Live Snapshot
Market Cap$6.54B
EPS3.5700
P/E Ratio32.83
Earnings Date07/07/2026
msm

MSC Industrial Direct Co., Inc. Street Expectations Map

MSM ยท NYSE

Wall Street analysts project that MSM stock may decline over the coming 12 months. The consensus 1-year price target stands at 98.50, with estimates ranging from a low of 85.00 to a high of 120.00.

Lowest Target
85.00
-27.48%
Consensus Target
98.50
-15.96%
Highest Target
120.00
2.38%

The consensus 1-year price target stands at 98.50, with estimates ranging from a low of 85.00 to a high of 120.00.

Analyst Consensus Analysis

Upside Potential

-16.0%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

35.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.09x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

msm

MSC Industrial Direct Co., Inc. Forward Estimates of Revenue

MSM ยท NYSE
Latest Revenue
3.77B
FY 2025
Avg Estimate
3.96B
FY 2026
Estimate Range
3.92B - 4.00B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

msm

MSC Industrial Direct Co., Inc. Forward Estimates of Net Income

MSM ยท NYSE
Latest Net Income
199.33M
FY 2025
Avg Estimate
235.86M
FY 2026
Estimate Range
226.16M - 246.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+18.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

msm

MSC Industrial Direct Co., Inc. Forward Estimates of EPS

MSM ยท NYSE
Latest EPS
3.57
FY 2025
Avg Estimate
$4.24
FY 2026
Estimate Range
$4.05 - $4.41
Analyst Spread

Forward Growth Analysis

Projected Growth+18.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

msm

MSC Industrial Direct Co., Inc. Forward Estimates of EBIT

MSM ยท NYSE
Latest EBIT
287.64M
FY 2025
Avg Estimate
405.95M
FY 2026
Estimate Range
401.87M - 410.03M
Analyst Spread

Forward Growth Analysis

Projected Growth+41.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

msm

MSC Industrial Direct Co., Inc. Forward Estimates of EBITDA

MSM ยท NYSE
Latest EBITDA
377.82M
FY 2025
Avg Estimate
496.64M
FY 2026
Estimate Range
491.64M - 501.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+31.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

msm

MSC Industrial Direct Co., Inc. Forward Estimates of SG&A Expense

MSM ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
943.85M
FY 2026
Estimate Range
934.36M - 953.33M
Analyst Spread

Forward Growth Analysis

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

msm

MSC Industrial Direct Co., Inc. Insider Positioning

MSM ยท NYSE

During the last 12 months, insiders have purchased $15.41M and sold $904K worth of MSM shares, resulting in $14.50M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

1.8K

156.29K

Net Activity

-156K

-$156K

6-9 Months

Bought

181.3K

15.41M

Sold

0

0.00

Net Activity

+15.4M

+$15.41M

9-12 Months

Bought

0

0.00

Sold

8.3K

747.62K

Net Activity

-748K

-$748K

Top Buyers

1
JM

Jacobson Mitchell

Director, 10 Percent Owner:

174.7K sharesโ€ข4 transactions

$14.81M

2
PP

Peller Philip

Director

6.7K sharesโ€ข1 transactions

$601K

Top Sellers

1
SK

Shacklett Kimberly

Officer: Svp, Sales & Customer Success

4.3K sharesโ€ข2 transactions

$389K

2
PP

Peller Philip

Director

2.0K sharesโ€ข1 transactions

$180K

3
GE

Gershwind Erik

Director, Officer: Chief Executive Officer

2.0K sharesโ€ข1 transactions

$179K

4
SR

Seseri Rudina

Director

1.8K sharesโ€ข1 transactions

$156K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $14.50M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

17.05:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

Moderate Selling

4 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.