MSMMSC Industrial Direct Co., Inc.

$129.48+47% 1Y

Is the price fair?

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A demanding price: priced for +11% a year vs −1% a year delivered and at the top of its own P/E range.

2 to watch, 1 neutral
What the price assumes~+11% a year

Priced for ~11% a year FCF growth. The price already bakes in strong, sustained growth.

Vs its own P/E rangedearest in 40 quartersderived

Expensive vs its own history: P/E 31.2 vs a 14.1 median over 40 quarters (+121% vs median).

Vs sector (EV/EBIT)21.4×

Sector median 23.3× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of May 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 70% of the market
FCF yieldbehind 67% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What MSM's price assumes

MSC Industrial Direct Co., Inc. trades at 31.2× earnings against 25.8× for the median Industrial Distribution name, more expensive than its own group.

31.2

Trailing P/E · Industrial Distribution median 25.8 · 1.21× the median: the market pays up for this one

Price / sales
1.71

Price / sales · today's price, trailing year to May 30, 2026

Free cash flow yield
3.3%

Free cash flow yield · Industrial Distribution median 4.1%

Growth the price implies
+11%

Growth the price implies · The price pays for +11% free cash flow growth a year for a decade; the business has delivered −28% a year over the last three.

Details›
Price / booktoday's price, trailing year to May 30, 2026
4.70
EV / EBITtoday's price, trailing year to May 30, 2026
21.4
EV / salestoday's price, trailing year to May 30, 2026
1.82
Industrials median P/E440 names
26.5
Industrial Distribution median P/E20 names
25.8
Free cash flow, trailing twelve months
$220M
Market capitalisation
$6.66B
3-year revenue growth
−0.73%
3-year free cash flow growth
−28%
MSM has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 31.2× today against a 14.1× median
52-week range$79.47 – $130.41
Today$129.48

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.