Top line contracting.
−1.3% YoY versus −4.7% prior. 3y CAGR +0.7%.
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Industrials · Market Cap: $6.5B
Live price unavailable
Fundamentals as of 2026-02-28
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 2 legendary models say AVOID MSM.
What would legendary investors pay for MSM?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Concerns — MSC Industrial Direct Co., Inc.'s 15.0% ROE is below sector median.
Financial story
Concerns — MSC Industrial Direct Co., Inc.'s 15.0% ROE and 0.77 debt-to-equity warrant a closer look at the underlying business.
Bottom line: MSM is flagged as overvalued by 1 of 2 legendary models, with 0 BUY and 1 HOLD, but earns a C sector grade (51/100) in Industrials. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
MSM and AMTM differ on P/E, ROE, and revenue growth. See the full MSM vs AMTM compare matrix.
Buffett and Munger evaluate MSM against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
MSM's P/E ratio is 26.2x. 5-year P/E history is in the financials tab.
0 of 2 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
MSM's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
MSM is in the Industrials sector. Sector ranking and peer comparison are in the sector tab.
How does MSM compare?
−1.3% YoY versus −4.7% prior. 3y CAGR +0.7%.
−1.3%Net margin 5.3% versus 6.8% prior (−1.5pp). Operating 8.3%.
5.3%P/E 31.1x — 80% above the 5y median of 17.3x. Forward 26.5x hints at EPS expansion next year.
31.1xSee exactly where MSM ranks
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Sign in to see the rankingMSM sits at #80 in Industrials with a C grade (51/100).