MSC Industrial Direct Co., Inc. - Ordinary Shares - Class A
MSM
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+ FollowMarket Cap$6.36B
Close$
Earnings Call Q2 2023
April 4, 2023 - AI Summary
MSC Industrial Supply Company reported strong performance in the second quarter, with average daily revenue growth of 11.5% compared to the same period last year.
The company's high-touch programs, such as in-plant, vending, and vendor-managed inventory, are growing ahead of company average and contributing to market share capture.
Recent acquisitions, including Buckeye Industrial Supply Company and Tru-Edge Grinding, are bolstering MSC's position in metalworking and OEM fasteners, providing new growth opportunities.
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$105.69
7.2% downside
Current Fair Value
7.2% downsideOvervalued by 7.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $6.36 Billion |
|---|---|
| Enterprise Value | $6.85 Billion |
| Dividend Yield | $3.48 (3.06%) |
| Earnings per Share | $3.99 |
| Beta | 0.81 |
| Outstanding Shares | 55,825,000 |
Return
| Return on Equity | 12.02% |
|---|---|
| Return on Assets | 6.83% |
| Return on Invested Capital | 12.89% |
Valuation & Multiples
| P/E Ratio | 28.54 |
|---|---|
| PEG | -202.84 |
| Price to Sales | 1.6 |
| Price to Book Ratio | 4.55 |
| Enterprise Value to Revenue | 1.71 |
| Enterprise Value to EBIT | 30.04 |
| Enterprise Value to Net Income | 39 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.39 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$1.41
Average shareholder expectationRevenue Estimate
$1.07 B
Average shareholder expectationNext Earnings Call
Expected Date
January 6, 2027
EPS Estimate
$1.27
Average shareholder expectationRevenue Estimate
$1.06 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 127.80% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.33%▼ 84.78% |
|---|---|
| Total Invested | $92.02M▼ 98.39% |
| Investors Holding | 47▼ 445.00% |
ESG Score
No data
About MSC Industrial Direct Co., Inc.
CEO: Erik Gershwind