MSC Industrial Direct
About: MSC Industrial Direct is one of the largest industrial distributors with a focus on metalworking and maintenance, repair, and operations products and services. The company offers over 2 million products through its distribution network, which has 14 fulfillment or regional inventory centers. Although MSC has a presence in Canada, Mexico, and the United Kingdom, it primarily operates in the United States. In fiscal 2024, 95% of the firm's $3.8 billion of sales was generated in the US.
Employees: 7,423
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
470% more call options, than puts
Call options by funds: $54.4M | Put options by funds: $9.54M
10% more capital invested
Capital invested by funds: $3.55B [Q2] → $3.9B (+$348M) [Q3]
1.2% more ownership
Funds ownership: 79.51% [Q2] → 80.71% (+1.2%) [Q3]
2% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 56
2% less funds holding
Funds holding: 413 [Q2] → 406 (-7) [Q3]
10% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 162
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Wolfe Research Ryan Cooke 100% 1-year accuracy 1 / 1 met price target | 15%upside $95 | Outperform Initiated | 16 Jan 2025 |
Stephens & Co. Tommy Moll 90% 1-year accuracy 19 / 21 met price target | 3%upside $85 | Equal-Weight Downgraded | 4 Dec 2024 |
JP Morgan Patrick Baumann 0 / 0 met price target | 12%downside $73 | Neutral Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 8 articles about MSM published over the past 30 days
