MSMMSC Industrial Direct Co., Inc.

Industrials

$113.88+37% 1Y

$113.88

$79.4752 weeks$132.64

Is the price fair?

Watch

A demanding price: priced for +10% a year vs +0% a year delivered and at the top of its own P/E range.

2 to watch, 1 neutral

What the price assumes~+10% a year

Priced for ~10% a year FCF growth. The price already bakes in strong, sustained growth.

Vs its own P/E rangedearest in 41 quartersderived

Expensive vs its own history: P/E 28.5 vs a 14.3 median over 41 quarters (+100% vs median).

Vs sector (EV/EBIT)21.1×

Sector median 21.2× 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 Aug 29, 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)middle of the market

FCF yieldbehind 68% 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 28.5× earnings against 27.8× for the median Industrial Distribution name, more expensive than its own group.

28.5

Trailing P/E · Industrial Distribution median 27.8 · 1.03× the median: the market pays up for this one

Price / sales: 1.59
Price / sales · today's price, trailing year to Aug 29, 2026
Free cash flow yield: 3.5%
Free cash flow yield · Industrial Distribution median 4.2%
Growth the price implies: +10%
Growth the price implies · The price pays for +10% 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 Aug 29, 2026: 4.46
EV / EBITtoday's price, trailing year to Aug 29, 2026: 21.1
EV / salestoday's price, trailing year to Aug 29, 2026: 1.69
Industrials median P/E434 names: 26.2
Industrial Distribution median P/E19 names: 27.8
Free cash flow, trailing twelve months: $225M
Market capitalisation55.9 million shares, counted Oct 1, 2026: $6.36B
3-year revenue growth: 0.00%
3-year free cash flow growth: −28%

What the market has paid for these earnings: 41 quarters of its own multiple × $3.99 of trailing earnings per share
Method	Per share
Its own P/E history, lower quartile	$44.35
Its own P/E history, median	$57.03
Its own P/E history, upper quartile	$73.35
52-week range	$79.47 – $132.64
Today	$113.88

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