CHARGED ALPHA
Stock Analysis
MSM Unclassified Latest YouTube: Q3 FY2026

MSM

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

MSM Stock: MSC Industrial Ripped 40% on a Real Recovery — But Is It Too Late to Buy?

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q3 FY2026
Podcast available
Yes
Current price
$124.77
-0.93 (-0.74%)
Trailing / Forward P/E
30.07x
Forward: 22.91x
Market cap / Volume
Volume:
Revenue / Earnings Growth
7.8%
Earnings: 41.1%
Margins
10.2% op
Gross: 40.8% · Net: 5.9%
Balance sheet
1.55x current
Debt / Equity: 39.1
52-week range / Beta
$78.80 - $127.51
Beta: 0.81
Analyst target
$129.86
Upside: 4.1%
Cash / shareholder return
2.80% FCF yield
Dividend yield: 2.77%

Company context

Industry: Industrial Distribution
Country: United States
Employees:
Price to book: 4.91x
Return on equity: 16.3%
MSC Industrial Direct Co., Inc., together with its subsidiaries, engages in the distribution of metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally. The company's metalworking and MRO products include cutting tools, abrasives, machining fluids, measuring instruments, metalworking products, machinery and accessories, tooling components, fasteners, flat stock products, raw materials, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies. It also offers stock-keeping units through its catalogs and brochures; e-commerce channels, including its website; inventory management solutions; and customer care centers, customer fulfillment centers, regional inventory centers and warehouses. In addition, the company serves individual machine shops, manufacturing companies, and government agencies. MSC Industrial Direct Co., Inc. was founded in 1941 and is headquartered in Melville, New York.

Price chart

Market context for MSM

Competitive view

MSM vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

MSM latest YouTube video thumbnail YouTube
MSM
MSM
Latest video
Q3 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Abbott Laboratories latest YouTube video thumbnail YouTube
Abbott Laboratories
ABT
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
MSM
$6.97B
MSM
ADBE
$94.31B
ADBE
ABT
$175.37B
Abbott Laboratories
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
MSM
30.1x
MSM
ADBE
13.6x
ADBE
ABT
28.2x
Abbott Laboratories
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
MSM
22.9x
MSM
ADBE
8.6x
ADBE
ABT
16.6x
Abbott Laboratories
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
MSM
7.8%
MSM
ADBE
12.7%
ADBE
ABT
7.8%
Abbott Laboratories
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
MSM
41.1%
MSM
ADBE
7.9%
ADBE
ABT
-19.7%
Abbott Laboratories
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
MSM
10.2%
MSM
ADBE
35.3%
ADBE
ABT
13.5%
Abbott Laboratories
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
MSM
40.8%
MSM
ADBE
89.4%
ADBE
ABT
56.5%
Abbott Laboratories
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
MSM
5.9%
MSM
ADBE
28.7%
ADBE
ABT
13.9%
Abbott Laboratories
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
MSM
16.3%
MSM
ADBE
63.0%
ADBE
ABT
12.3%
Abbott Laboratories
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
MSM
2.8%
MSM
ADBE
9.8%
ADBE
ABT
3.6%
Abbott Laboratories
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
MSM
39.13x
MSM
ADBE
61.44x
ADBE
ABT
64.77x
Abbott Laboratories
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
MSM
1.55x
MSM
ADBE
0.75x
ADBE
ABT
1.39x
Abbott Laboratories
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
MSM
0.81
MSM
ADBE
1.43
ADBE
ABT
0.61
Abbott Laboratories
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
MSM
2.8%
MSM
ADBE
ADBE
ABT
2.8%
Abbott Laboratories
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
MSM
4.1%
MSM
ADBE
14.8%
ADBE
ABT
15.8%
Abbott Laboratories

Related research

Non-quarter videos featuring MSM

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-07

MSM Stock: MSC Industrial Ripped 40% on a Real Recovery — Too Late? #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for MSM

Each row is one earnings episode with every verified platform link available.

Q3 FY2026
Episode live
Published youtube podcast complete
MSM Stock: MSC Industrial Ripped 40% on a Real Recovery — But Is It Too Late to Buy?
Quarterly earnings-analysis entry for MSM. Use the links on the right to open the video or podcast episode.