MSC Industrial Direct Co., Inc. - Ordinary Shares - Class A
MSM
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+ FollowMarket Cap$6.73B
Close$
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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$107.69
10.6% downside
Current Fair Value
10.6% downsideOvervalued by 10.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $6.73 Billion |
|---|---|
| Enterprise Value | $7.21 Billion |
| Dividend Yield | $3.48 (2.89%) |
| Earnings per Share | $3.57 |
| Beta | 0.82 |
| Outstanding Shares | 55,838,000 |
Return
| Return on Equity | 12.64% |
|---|---|
| Return on Assets | 7.19% |
| Return on Invested Capital | 14.77% |
Valuation & Multiples
| P/E Ratio | 29.11 |
|---|---|
| PEG | 70.36 |
| Price to Sales | 1.72 |
| Price to Book Ratio | 4.82 |
| Enterprise Value to Revenue | 1.84 |
| Enterprise Value to EBIT | 29.22 |
| Enterprise Value to Net Income | 40 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.39 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 7, 2026
EPS Estimate
$1.25
Average shareholder expectationRevenue Estimate
$1.03 B
Average shareholder expectationNext Earnings Call
Expected Date
October 22, 2026
EPS Estimate
$1.36
Average shareholder expectationRevenue Estimate
$1.07 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.2780▼ 102.58% |
|---|---|
| Total Calls | 177,000▲ 646.84% |
| Total Puts | 226,200▲ 314.29% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 86.11%▲ 1.92% |
|---|---|
| Total Invested | $5.70B▲ 31.69% |
| Investors Holding | 491▲ 66.00% |
ESG Score
No data
About MSC Industrial Direct Co., Inc.
CEO: Erik Gershwind