MSMIndustrials · Industrial DistributionThe 11 Wall Street analysts covering MSC Industrial Direct Co., Inc. hold a median 12-month price target of $138 — +20.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 23 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores MSC Industrial Direct Co., Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (96): Analysts have, on balance, been raising their forecasts.
Accruals (53): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (20): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on MSM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Oct 2026 | Barclays | Initiates | Overweight | $152 |
| 15 Sept 2026 | Wolfe Research | Assumes | Peer Perform | — |
| 13 July 2026 | Rothschild & Co | Initiates | Buy | $155 |
| 13 July 2026 | Rothschild & Co | Initiates | Buy | — |
| 2 July 2026 | DA Davidson | Maintains | Buy | — |
| 2 July 2026 | Keybanc | Maintains | Overweight | — |
| 16 June 2026 | DA Davidson | Initiates | Buy | — |
| 2 June 2026 | Keybanc | Maintains | Overweight | — |
| 27 Apr 2026 | Keybanc | Upgrade | Overweight | — |
| 6 Feb 2026 | JP Morgan | Downgrade | Neutral | — |
| 24 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 15 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 8 Oct 2025 | Wolfe Research | Downgrade | Peer Perform | — |
| 2 July 2025 | Baird | Maintains | Neutral | — |
| 2 July 2025 | Loop Capital | Maintains | Hold | — |
| 2 July 2025 | Stephens & Co. | Maintains | Equal-Weight | — |
| 27 May 2025 | JP Morgan | Upgrade | Overweight | — |
| 4 Apr 2025 | Baird | Maintains | Neutral | — |
| 4 Apr 2025 | Loop Capital | Maintains | Hold | — |
| 16 Jan 2025 | Wolfe Research | Initiates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
MSM appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, MSC Industrial Direct Co., Inc. returned +31.6% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 26% of US stocks
Cheaper than 56% of US stocks
Cheaper than 21% of US stocks
Cheaper than 24% of US stocks
Higher than 53% of US stocks
Higher than 23% of US stocks
Higher than 51% of US stocks
Higher than 65% of US stocks
Higher than 61% of US stocks
Higher than 75% of US stocks
Higher than 91% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
MSC Industrial Direct Co., Inc. has a market value of $6.4B and an enterprise value of $6.8B.
Revenue in the twelve months to 31 May 2026: $3.9B. The latest quarter grew 10.3% year on year.
Net income over the same four quarters: $228.1M, a 5.8% net margin.
Diluted earnings per share, trailing twelve months: $4.14.
Free cash flow in the twelve months to 31 May 2026: $219.9M, after $85.9M of capital spending.
MSC Industrial Direct Co., Inc. spent $14.1M on share buybacks and $193.2M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 28.6×; forward P/E: 17.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.06%, paying out 84% of earnings.
MSC Industrial Direct Co., Inc. employs 7,000 people — $558K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own MSC Industrial Direct Co., Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article compares the dividends paid by Fastenal, Grainger, and MSC Industrial, noting different tradeoffs among yield, safety, and growth potential.
Why it matters — MSM watchers may find the comparison useful for understanding how the company’s dividend is framed alongside those of competitors.
MSC Industrial Direct reported record fiscal fourth-quarter sales and a higher adjusted operating margin, supported by pricing, improving volumes and cost controls. It forecast continued sales growth in fiscal 2027’s first quarter while noting ongoing cost inflation.
Why it matters — The results and near-term outlook offer MSM watchers an update on sales momentum, margins and persistent expense pressures.
Seeking Alpha published a transcript of MSC Industrial Direct Co., Inc.’s Q4 2026 earnings call, held October 22, 2026. Company executives and analysts participated in the call.
Why it matters — The transcript provides a record of management’s remarks and analyst questions for investors following MSM.
Zacks Investment Research says MSC Industrial’s Q4 headline results for the quarter ended August 2026 offer context for reviewing key metrics against Wall Street estimates and year-ago actuals. The excerpt does not provide the results or comparisons.
Why it matters — MSM watchers may use the estimates and prior-year comparisons to assess the quarter, but the excerpt gives no specific metric outcomes.
MSC Industrial reported Q4 earnings of $1.45 per share, above the Zacks Consensus Estimate of $1.39. Earnings were $1.09 per share in the same period a year ago.
Why it matters — The results show quarterly earnings exceeded the cited consensus estimate, a relevant update for investors following MSM.
The 11 Wall Street analysts covering MSC Industrial Direct Co., Inc. have a median 12-month price target of $138, with estimates ranging from $73 to $155. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering MSC Industrial Direct Co., Inc., 6 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks MSC Industrial Direct Co., Inc. 96 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, MSC Industrial Direct Co., Inc. ranks 96 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +20.8% from the last close, and Ticker Nerd's factor model ranks MSC Industrial Direct Co., Inc. 96 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering MSC Industrial Direct Co., Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MSM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $73 to $155 over the next 12 months.
MSC Industrial Direct Co., Inc. returned +31.6% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
MSC Industrial Direct Co., Inc. Class A is an industrial distribution company focused on metalworking and maintenance, repair, and operations (MRO) products and services.
The most recent item we track (24/7 Wall Street, 23 Oct 2026): "Fastenal vs. Grainger vs.". The article compares the dividends paid by Fastenal, Grainger, and MSC Industrial, noting different tradeoffs among yield, safety, and growth potential.
MSC Industrial Direct Co., Inc. Class A is an industrial distribution company focused on metalworking and maintenance, repair, and operations (MRO) products and services. MSC Industrial Direct serves manufacturers and other industrial customers with a broad catalog that includes cutting tools, measuring instruments, tooling components, fasteners, abrasives, hand and power tools, safety supplies, plumbing items, materials handling products, power transmission components, and electrical supplies. The company also supports customers with procurement and inventory management solutions designed to improve supply availability and streamline replenishment. MSC Industrial Direct plays an important role in keeping production environments supplied with the consumables and equipment needed for ongoing operations. Headquartered in Melville, New York, MSC Industrial Direct Co., Inc. operates across North America and other international markets.
CEO Ms. Martina McIsaac · 7,000 employees · United States · https://www.mscdirect.com
