Obermatt

MSC Industrial Direct

NYQ:MSM · US5535301064
Trading Companies & DistributorsLarge

360

77
EV / EBIT28
Price / Owner Earnings23
Owner Earnings Yield39
Dividend Yield95
Price/Sales41
EV / Gross Profit58
Price/Book29
Return on Capital82
Cash Return on Capital78
Return on Equity67
EBIT Margin57
Gross Profitability99
Cash Conversion39
Accruals71
Owner Earnings Margin67
Sales growth37
Profit Growth54
Long-Term EPS Growth12
Owner Earnings Growth80
Reinvestment64
Price momentum72
Debt load63
Refinancing47
Debt Payback61
Liquidity75
Analyst ratings13
Opinion Changes19
Price Target Upside4
Market mood33
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

MSC Industrial Direct generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryTrading Companies & Distributors
SizeLarge
TypePublic Company
ExchangeNYSE
Employees3,912
ISINUS5535301064
Last UpdateApr 2, 2026
Themes
Industrial AutomationInjection MoldingPackaging ServicesE-CommerceWholesale

Description

MSC Industrial Direct Co., Inc. (MSC) is a North American distributor of a broad range of metalworking and maintenance, repair and operations (‘MRO’) products and services. The company serves a broad range of customers throughout the United States,…

Analysis

Quality compounder

MSC Industrial Direct Co., Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 29.3×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
28
2023202420252026

All-time high

59

Jan 2024

All-time low

9

Jan 2025

Average rank

28

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
41
36
32
36
Price/Earnings
30
27
41
54
Price/Book
29
34
82
35
Dividend Yield
95
95
94
99
Value (overall)
49
45
69
53

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →