MSM
Bullish signalScored 2026-10-28 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.
Research, not advice.
À propos
MSC Industrial Direct Co., Inc.
- Nom
- MSC Industrial Direct Co., Inc.
- Secteur
- Industrials
- Industrie
- Industrial - Distribution
- Bourse
- NYSE
- Capitalisation
- $6.8B
- Employés
- 7,000
- PDG
- Martina McIsaac
- Site web
- https://www.mscdirect.com
- Marché
- AITCNMDXPEFERGGICGWW
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.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
ACHAT TOTAL: 250 000 titres (~28 777 350,00 $ US)
- Insiders
- JACOBSON MITCHELL
- Total bought
-
$28,777,350
Avg buy (VWAP, 90d window) $115.11 vs last close —
- Total sold
-
—
Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-10-23
- Last synced
-
2026-10-28 22:33:15
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-23 | JACOBSON MITCHELL | Buy · P P · 10b5-1: not stated | 60,951 | $115.11 | ≈ $7,016,033 | Form 4 |
| 2026-10-23 | Slone Reuben E | Buy · P P · 10b5-1: not stated | 63 | $116.52 | ≈ $7,341 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2020-01-09 | Greg Gianforte | Purchase | $250,001 - $500,000 |
| 2019-12-09 | Greg Gianforte | Sale (Partial) | $250,001 - $500,000 |
| 2019-10-11 | Greg Gianforte | Purchase | $250,001 - $500,000 |
| 2019-09-10 | Greg Gianforte | Sale (Full) | $100,001 - $250,000 |
| 2019-01-23 | Greg Gianforte | Sale (Partial) | $1,001 - $15,000 |
Signal
Bullish signalScored 2026-10-28 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.
MSM presents a compelling event-driven signal — a $28.8M insider cluster buy by Mitchell Jacobson post Q4 earnings, backed by record sales and a Zacks #1 Strong Buy rating — that meaningfully offsets moderately weak…
The first sentence of the analysis written for MSM on 2026-10-28 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Supports a bullish reading. Open-market purchases outweigh sales
- Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
- Congress Supports a bullish reading. 1 purchase disclosure year to date
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 1.78 · operating margin 8.0%
Recent news
- 2026-10-26 Best Momentum Stocks to Buy for October 26th HIPO, CAKE and MSM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 26th, 2026.
- 2026-10-26 New Strong Buy Stocks for October 26th MSLOY, FANUY, GPRE, HIPO and MSM have been added to the Zacks Rank #1 (Strong Buy) List on October 26th, 2026.
- 2026-10-26 Best Income Stocks to Buy for October 26th MSM, MSLOY and FANUY made it to the Zacks Rank #1 (Strong Buy) income stocks list on October 26th, 2026.
- 2026-10-23 Fastenal vs. Grainger vs. Fastenal, Grainger, and MSC Industrial all profit from the same factory supply chain, but the dividend each pays comes with a very different tradeoff between yield, safety, and growth potential.
- 2026-10-23 Here Are Friday’s Top Wall Street Analyst Research Calls: Deckers Outdoor, Globe Life, Guardant Health, Hess Midstream LP, Kimberly-Clark, Natera, NVR, SpaceX, Thermo Fisher Scientific, and More A wild Thursday saw Treasury yields crater, oil surge past $111, crypto liquidations top $431 million, and Meta''s cash flow surprise rattle markets. Now analysts are reshuffling their calls on some of the week''s most closely watched names.
- 2026-10-22 MSC Industrial Direct Q4 Earnings Call Highlights MSC Industrial Direct NYSE: MSM reported record fiscal fourth-quarter sales and higher adjusted operating margin as pricing, improving volumes and cost-control efforts supported results. The company also outlined a fiscal 2027 first-quarter outlook calling for continued sales growth, while acknowledging ongoing inflation in materials, freight and employee-related expenses.
- 2026-10-22 MSC Industrial Direct Co., Inc. (MSM) Q4 2026 Earnings Call Transcript MSC Industrial Direct Co., Inc. ( MSM ) Q4 2026 Earnings Call October 22, 2026 8:30 AM EDT Company Participants Ryan Mills - VP of IR & Business Development Martina McIsaac - President, CEO & Director Robert Kuhns - Executive VP & CFO Conference Call Participants Kenneth Newman - KeyBanc Capital Markets Inc., Research Division Christopher Dankert - D.A. Davidson & Co., Research Division Guy Drummond Hardwick - Barclays Bank PLC, Research Division William Blunt - Rothschild & Co Redburn, Research Division Thomas Moll - Stephens Inc., Research Division Ryan Merkel - William Blair & Company L.L.C.
- 2026-10-22 MSC Industrial (MSM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for MSC Industrial (MSM) give insight into how the company performed in the quarter ended August 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
- 2026-10-22 MSC Industrial (MSM) Q4 Earnings and Revenues Surpass Estimates MSC Industrial (MSM) came out with quarterly earnings of $1.45 per share, beating the Zacks Consensus Estimate of $1.39 per share. This compares to earnings of $1.09 per share a year ago.
- 2026-10-22 MSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results FISCAL 2026 Q4 HIGHLIGHTS Net sales of $1,079.2 million increased 10.3% YoY (8.6% on an average daily sales basis) Operating income of $72.8 million, or $117.8 million on an adjusted basis1 Operating margin of 6.7%, or 10.9% on an adjusted basis1 Diluted EPS of $0.85 vs. $1.01 in the prior fiscal year quarter Adjusted diluted EPS of $1.45 vs.
Market snapshot
Financial ratios
| Metric | Trend | 2026-08-29 | 2025-08-30 | 2024-08-31 | 2023-09-02 | 2022-09-03 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 40.9% | 40.8% | 41.1% | 41.0% | 42.2% | |
| Ebit Margin | 7.8% | 7.6% | 9.6% | 11.9% | 12.7% | |
| Ebitda Margin | 10.4% | 10.0% | 11.8% | 13.8% | 15.1% | |
| Operating Profit Margin | 8.0% | 8.3% | 10.6% | 12.3% | 12.9% | |
| Pretax Profit Margin | 7.3% | 7.0% | 9.0% | 11.4% | 12.2% | |
| Continuous Operations Profit Margin | 5.5% | 5.2% | 6.7% | 8.6% | 9.2% | |
| Net Profit Margin | 5.6% | 5.3% | 6.8% | 8.6% | 9.2% | |
| Bottom Line Profit Margin | 5.6% | 5.3% | 6.8% | 8.6% | 9.2% | |
| Current Ratio | 1.782 | 1.682 | 1.962 | 2.029 | 2.126 | |
| Quick Ratio | 0.852 | 0.799 | 0.899 | 0.910 | 1.141 | |
| Solvency Ratio | 0.299 | 0.272 | 0.321 | 0.397 | 0.312 | |
| Cash Ratio | 0.088 | 0.077 | 0.049 | 0.077 | 0.060 | |
| Price To Earnings Ratio | 29.875 | 25.275 | 17.878 | 16.560 | 12.903 | |
| Price To Earnings Growth Ratio | 2.539 | -1.129 | -0.713 | 20.170 | 0.228 | |
| Forward Price To Earnings Growth Ratio | 2.539 | -1.129 | -0.713 | 20.170 | 0.228 | |
| Price To Earnings Diluted Ratio | 29.950 | 25.275 | 17.956 | 16.642 | 12.967 | |
| Price To Earnings Diluted Growth Ratio | 2.608 | -1.146 | -0.717 | 20.170 | 0.229 | |
| Price To Book Ratio | 4.667 | 3.626 | 3.324 | 3.844 | 3.246 | |
| Price To Sales Ratio | 1.660 | 1.335 | 1.211 | 1.418 | 1.187 | |
| Price To Free Cash Flow Ratio | 29.554 | 20.895 | 14.863 | 9.366 | 23.716 | |
| Price To Operating Cash Flow Ratio | 21.711 | 15.082 | 11.265 | 8.127 | 17.804 | |
| Debt To Assets Ratio | 0.211 | 0.219 | 0.231 | 0.205 | 0.315 | |
| Debt To Equity Ratio | 0.370 | 0.388 | 0.408 | 0.353 | 0.637 | |
| Debt To Capital Ratio | 0.270 | 0.280 | 0.290 | 0.261 | 0.389 | |
| Long Term Debt To Capital Ratio | 0.101 | 0.108 | 0.167 | 0.132 | 0.258 | |
| Financial Leverage Ratio | 1.760 | 1.774 | 1.769 | 1.720 | 2.021 | |
| Working Capital Turnover Ratio | 7.451 | 6.981 | 6.110 | 5.397 | 4.703 | |
| Operating Cash Flow Ratio | 0.414 | 0.458 | 0.678 | 1.077 | 0.339 | |
| Operating Cash Flow Sales Ratio | 0.076 | 0.089 | 0.107 | 0.174 | 0.067 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.735 | 0.722 | 0.758 | 0.868 | 0.751 | |
| Debt Service Coverage Ratio | 1.012 | 0.915 | 1.425 | 1.744 | 1.301 | |
| Interest Coverage Ratio | 14.762 | 13.038 | 15.754 | 21.825 | 27.005 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.966 | 1.053 | 1.786 | 3.043 | 0.758 | |
| Operating Cash Flow Coverage Ratio | 0.580 | 0.619 | 0.723 | 1.342 | 0.286 | |
| Capital Expenditure Coverage Ratio | 3.768 | 3.595 | 4.132 | 7.564 | 4.011 | |
| Dividend Paid And Capex Coverage Ratio | 1.112 | 1.181 | 1.433 | 2.599 | 1.076 | |
| Dividend Payout Ratio | 0.873 | 0.951 | 0.724 | 0.515 | 0.493 | |
| Enterprise Value Multiple | 17.144 | 14.599 | 11.452 | 11.125 | 9.355 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 40.9% | ▲0.1% | ▼-0.3% |
| Ebit Margin | 7.8% | ▲0.2% | ▼-2.1% |
| Ebitda Margin | 10.3% | ▲0.3% | ▼-1.8% |
| Operating Profit Margin | 8.0% | ▼-0.3% | ▼-2.4% |
| Pretax Profit Margin | 7.3% | ▲0.3% | ▼-2.1% |
| Continuous Operations Profit Margin | 5.5% | ▲0.2% | ▼-1.6% |
| Net Profit Margin | 5.5% | ▲0.3% | ▼-1.5% |
| Bottom Line Profit Margin | 5.5% | ▲0.3% | ▼-1.5% |
| Current Ratio | 1.782 | ▲0.101 | ▼-0.134 |
| Quick Ratio | 0.852 | ▲0.053 | ▼-0.068 |
| Solvency Ratio | 0.299 | ▲0.027 | ▼-0.021 |
| Cash Ratio | 0.088 | ▲0.011 | ▲0.018 |
| Price To Earnings Ratio | 29.875 | ▲4.600 | ▲9.377 |
| Price To Earnings Growth Ratio | 2.539 | ▲3.668 | ▼-1.680 |
| Forward Price To Earnings Growth Ratio | 2.539 | ▲3.668 | ▼-1.680 |
| Price To Earnings Diluted Ratio | 29.950 | ▲4.675 | ▲9.392 |
| Price To Earnings Diluted Growth Ratio | 2.608 | ▲3.754 | ▼-1.621 |
| Price To Book Ratio | 4.667 | ▲1.042 | ▲0.926 |
| Price To Sales Ratio | 1.660 | ▲0.324 | ▲0.297 |
| Price To Free Cash Flow Ratio | 29.554 | ▲8.659 | ▲9.876 |
| Price To Operating Cash Flow Ratio | 21.711 | ▲6.629 | ▲6.913 |
| Debt To Assets Ratio | 0.210 | ▼-0.008 | ▼-0.026 |
| Debt To Equity Ratio | 0.370 | ▼-0.018 | ▼-0.061 |
| Debt To Capital Ratio | 0.270 | ▼-0.009 | ▼-0.028 |
| Long Term Debt To Capital Ratio | 0.101 | ▼-0.007 | ▼-0.052 |
| Financial Leverage Ratio | 1.760 | ▼-0.014 | ▼-0.049 |
| Working Capital Turnover Ratio | 7.451 | ▲0.469 | ▲1.322 |
| Operating Cash Flow Ratio | 0.414 | ▼-0.043 | ▼-0.179 |
| Operating Cash Flow Sales Ratio | 0.076 | ▼-0.012 | ▼-0.026 |
| Free Cash Flow Operating Cash Flow Ratio | 0.735 | ▲0.013 | ▼-0.032 |
| Debt Service Coverage Ratio | 1.012 | ▲0.097 | ▼-0.267 |
| Interest Coverage Ratio | 14.762 | ▲1.725 | ▼-3.715 |
| Short Term Operating Cash Flow Coverage Ratio | 0.966 | ▼-0.087 | ▼-0.555 |
| Operating Cash Flow Coverage Ratio | 0.580 | ▼-0.039 | ▼-0.130 |
| Capital Expenditure Coverage Ratio | 3.768 | ▲0.173 | ▼-0.846 |
| Dividend Paid And Capex Coverage Ratio | 1.112 | ▼-0.070 | ▼-0.368 |
| Dividend Payout Ratio | 0.873 | ▼-0.078 | ▲0.162 |
| Enterprise Value Multiple | 17.144 | ▲2.545 | ▲4.409 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $6.65B | $5.03B | $4.63B | $5.69B | $4.38B | |
| Enterprise value | $7.12B | $5.52B | $5.17B | $6.16B | $5.20B | |
| EV / Sales | 1.77x | 1.46x | 1.35x | 1.54x | 1.41x | |
| EV / Op. cash flow | 23.22x | 16.53x | 12.58x | 8.80x | 21.12x | |
| EV / Free cash flow | 31.61x | 22.90x | 16.59x | 10.14x | 28.14x | |
| EV / EBITDA | 17.14x | 14.60x | 11.45x | 11.12x | 9.36x | |
| Net debt / EBITDA | 1.12x | 1.28x | 1.19x | 0.85x | 1.47x | |
| Current ratio | 1.78x | 1.68x | 1.96x | 2.03x | 2.13x | |
| Income quality | 1.39x | 1.67x | 1.59x | 2.04x | 0.72x | |
| Graham number | $48 | $45 | $51 | $60 | $58 | |
| Graham net-net | -$6 | -$7 | -$7 | -$6 | -$8 | |
| Tax burden | 76.2% | 75.6% | 75.4% | 75.2% | 75.3% | |
| Interest burden | 93.1% | 91.6% | 93.0% | 95.3% | 96.2% | |
| Working capital | $579.1M | $497.2M | $582.7M | $668.1M | $817.7M | |
| Invested capital | $1.76B | $1.71B | $1.83B | $1.88B | $1.99B | |
| Return on assets | 8.9% | 8.1% | 10.5% | 13.5% | 12.4% | |
| Operating ROA | 12.9% | 12.7% | 16.2% | 18.7% | 18.3% | |
| Return on tangible assets | 13.0% | 12.1% | 15.8% | 20.0% | 17.8% | |
| Return on equity | 15.6% | 14.4% | 18.6% | 23.2% | 25.2% | |
| Return on invested capital | 11.4% | 11.4% | 14.4% | 17.2% | 15.3% | |
| Return on capital employed | 18.1% | 18.1% | 21.9% | 26.0% | 23.7% | |
| Earnings yield | 3.3% | 4.0% | 5.6% | 6.0% | 7.8% | |
| Free cash flow yield | 3.4% | 4.8% | 6.7% | 10.7% | 4.2% | |
| Capex / Op. cash flow | 26.5% | 27.8% | 24.2% | 13.2% | 24.9% | |
| Capex / Depreciation | 80.2% | 103.0% | 120.5% | 123.8% | 70.4% | |
| Capex / Sales | 2.0% | 2.5% | 2.6% | 2.3% | 1.7% | |
| SG&A / Sales | 31.6% | 0.0% | 30.5% | 28.7% | 29.3% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.5% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Intangibles / Total assets | 31.6% | 32.9% | 33.5% | 32.6% | 30.2% | |
| Days sales outstanding | 41d | 41d | 39d | 40d | 68d | |
| Days payables outstanding | 37d | 37d | 33d | 35d | 37d | |
| Operating cycle | 147d | 146d | 144d | 152d | 190d | |
| Cash conversion cycle | 111d | 109d | 110d | 117d | 153d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years