Wall Street analyst estimates for MSC Industrial Direct Co., Inc. (MSM): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
MSC Industrial Direct Co., Inc., along with its affiliated entities, specializes in the distribution of industrial supplies, primarily focusing on metalworking, maintenance, repair, and operations (MRO) products and services. Its market reach spans the United States, Canada, Mexico, and the United Kingdom.
Consensus price target
$145.13 (+18 % vs price $122.92)
between $130.00 and $159.00 · 7 targets published in the last quarter
Closing price, Oct 29
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2027E | $4.3B | $4.3B – $4.4B | $5.66 | 7 |
| 2028E | $4.6B | $4.4B – $4.7B | $6.60 | 7 |
Fiscal year ending in August · figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 12 |
| Hold | 17 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 29 |
| Avg rating (−2 sell to +2 buy) | 0.41 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-01-06 | $1.28 | ||
| 2026-10-22 | $1.45 | $1.41 | +2.8% |
| 2026-07-01 | $1.43 | $1.28 | +11.7% |
| 2026-04-01 | $0.82 | $0.84 | -2.0% |
| 2026-01-07 | $0.99 | $0.95 | +4.2% |
| 2025-10-23 | $1.09 | $1.02 | +6.9% |
| 2025-07-01 | $1.08 | $1.03 | +4.9% |
| 2025-04-03 | $0.72 | $0.68 | +5.7% |
Valuation Ratios
| P/E Ratio | 29.69 |
| Price / Book | 4.95 |
| EV / EBITDA | 17.61 |
| Dividend Yield | 2.75% |
Income Statement (10y)
| Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.89B | $3.20B | $3.36B | $3.19B | $3.24B | $3.69B | $4.01B | $3.82B | $3.77B | $4.01B |
| Cost of Revenue | $1.60B | $1.81B | $1.93B | $1.92B | $1.91B | $2.13B | $2.37B | $2.25B | $2.23B | $2.37B |
| Gross Profit | $1.29B | $1.39B | $1.43B | $1.27B | $1.33B | $1.56B | $1.64B | $1.57B | $1.54B | $1.64B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $907.2M | $971.5M | $1.00B | $906.9M | $991.8M | $1.08B | $1.15B | $1.17B | 0 | $1.27B |
| Operating Expenses | $907.2M | $971.5M | $1.00B | $906.9M | $991.8M | $1.08B | $1.15B | $1.16B | $1.22B | $1.32B |
| Operating Income | $379.0M | $421.4M | $431.2M | $367.8M | $341.7M | $475.3M | $492.0M | $406.0M | $313.7M | $320.6M |
| EBITDA | $442.9M | $483.3M | $465.0M | $442.3M | $389.6M | $555.9M | $553.4M | $451.0M | $377.8M | $415.2M |
| Interest Expense | $12.4M | $14.5M | $16.9M | $16.7M | $14.5M | $17.6M | $22.5M | $25.8M | $24.1M | $21.7M |
| Pre-tax Income | $368.0M | $406.2M | $383.1M | $334.2M | $288.4M | $451.1M | $456.2M | $342.7M | $263.6M | $292.0M |
| Income Tax | $136.6M | $77.0M | $94.3M | $82.5M | $70.4M | $110.7M | $113.0M | $86.8M | $65.7M | $72.1M |
| Net Income | $231.4M | $329.2M | $288.9M | $251.1M | $216.9M | $339.8M | $343.2M | $258.6M | $199.3M | $222.6M |
| EPS | $4.08 | $5.84 | $5.23 | $4.53 | $3.89 | $6.09 | $6.14 | $4.60 | $3.57 | $3.99 |
| EPS (Diluted) | $4.05 | $5.81 | $5.20 | $4.51 | $3.87 | $6.06 | $6.11 | $4.58 | $3.57 | $3.98 |
| Shares Outstanding (Diluted) | 57.0 M | 56.7 M | 55.5 M | 55.6 M | 56.1 M | 56.0 M | 56.2 M | 56.4 M | 55.9 M | 56.0 M |
Price
| Price | $122.92 (closing price, October 29, 2026) |
| Market Cap | $6.9B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Industrials · Industrial - Distribution
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