MSM

MSC Industrial Direct Co., Inc.

Industrials · $6.8B market cap

Share price

$130.12

close of Oct 3, 2026

Fair value

$70.62

Sticker Price

Payback Price

$28.25

buy price

Overpriced

MSM is Overpriced: at $130.12 it trades 84% above its fair value of $70.62. Its buy price (Payback Price) is $28.25, 78% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth3.4% a year✗

Equity per share growth4.8% a year✗

Sales growth5.4% a year✗

Free cash flow growth4.1% a year✗

Return on invested capital14.3%✓

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Superinvestors

1 of the investors we track holds MSM. In Q2 2026, 1 trimmed and 1 sold out. Who we track

Richard Pzena

Pzena Investment Management · as of Q2 2026

$44.4M

373,664 shares

Moves in Q2 2026

Trimmed: Richard Pzena

Sold out: Lee Ainslie

Insider activity

Since Jul 20, 2026: no open-market purchases and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Other filings

Siegel Walter

SVP, Gen Counsel & Corp Sec · 2026-07-20

Award

2,013 shares

About MSC Industrial Direct Co., Inc.

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…

Industrial - Distribution