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MSC Industrial Direct (MSM) Competitors

$84.98
-1.22 (-1.42%)
(As of 04:33 PM ET)

MSM vs. WSO, WCC, AIT, BECN, AL, GATX, RUSHA, HEES, MRC, and BXC

Should you be buying MSC Industrial Direct stock or one of its competitors? The main competitors of MSC Industrial Direct include Watsco (WSO), WESCO International (WCC), Applied Industrial Technologies (AIT), Beacon Roofing Supply (BECN), Air Lease (AL), GATX (GATX), Rush Enterprises (RUSHA), H&E Equipment Services (HEES), MRC Global (MRC), and BlueLinx (BXC). These companies are all part of the "trading companies & distributors" industry.

MSC Industrial Direct vs.

Watsco (NYSE:WSO) and MSC Industrial Direct (NYSE:MSM) are both construction companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, institutional ownership, community ranking, profitability, valuation, analyst recommendations, media sentiment, risk and earnings.

Watsco currently has a consensus target price of $404.25, suggesting a potential downside of 15.34%. MSC Industrial Direct has a consensus target price of $104.00, suggesting a potential upside of 21.99%. Given Watsco's stronger consensus rating and higher possible upside, analysts plainly believe MSC Industrial Direct is more favorable than Watsco.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Watsco
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
MSC Industrial Direct
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

MSC Industrial Direct has a net margin of 7.89% compared to MSC Industrial Direct's net margin of 7.03%. Watsco's return on equity of 22.58% beat MSC Industrial Direct's return on equity.

Company Net Margins Return on Equity Return on Assets
Watsco7.03% 19.26% 12.65%
MSC Industrial Direct 7.89%22.58%13.01%

Watsco has a beta of 0.86, meaning that its stock price is 14% less volatile than the S&P 500. Comparatively, MSC Industrial Direct has a beta of 0.96, meaning that its stock price is 4% less volatile than the S&P 500.

MSC Industrial Direct received 67 more outperform votes than Watsco when rated by MarketBeat users. However, 55.46% of users gave Watsco an outperform vote while only 53.22% of users gave MSC Industrial Direct an outperform vote.

CompanyUnderperformOutperform
WatscoOutperform Votes
330
55.46%
Underperform Votes
265
44.54%
MSC Industrial DirectOutperform Votes
397
53.22%
Underperform Votes
349
46.78%

89.7% of Watsco shares are held by institutional investors. Comparatively, 79.3% of MSC Industrial Direct shares are held by institutional investors. 12.9% of Watsco shares are held by insiders. Comparatively, 18.8% of MSC Industrial Direct shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Watsco has higher revenue and earnings than MSC Industrial Direct. MSC Industrial Direct is trading at a lower price-to-earnings ratio than Watsco, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Watsco$7.28B2.63$536.34M$13.0036.54
MSC Industrial Direct$4.01B1.19$343.23M$5.5715.25

In the previous week, MSC Industrial Direct had 6 more articles in the media than Watsco. MarketBeat recorded 12 mentions for MSC Industrial Direct and 6 mentions for Watsco. MSC Industrial Direct's average media sentiment score of 1.35 beat Watsco's score of 0.02 indicating that Watsco is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Watsco
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MSC Industrial Direct
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral

Watsco pays an annual dividend of $10.80 per share and has a dividend yield of 2.3%. MSC Industrial Direct pays an annual dividend of $3.32 per share and has a dividend yield of 3.9%. Watsco pays out 83.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MSC Industrial Direct pays out 59.6% of its earnings in the form of a dividend. Watsco has increased its dividend for 11 consecutive years and MSC Industrial Direct has increased its dividend for 2 consecutive years. MSC Industrial Direct is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

MSC Industrial Direct beats Watsco on 11 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MSM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MSM vs. The Competition

MetricMSC Industrial DirectIndustrial machinery & equipment IndustryIndustrial SectorNYSE Exchange
Market Cap$4.78B$1.65B$9.33B$17.48B
Dividend Yield3.76%3.06%2.03%3.53%
P/E Ratio15.2512.6918.8523.47
Price / Sales1.190.638.8710.00
Price / Cash11.699.1319.2719.29
Price / Book3.232.943.875.82
Net Income$343.23M$121.13M$463.90M$975.91M
7 Day Performance-6.73%-3.97%-1.89%-1.86%
1 Month Performance-8.69%-7.41%10.56%1.20%
1 Year Performance-8.07%15.91%11.30%22.01%

MSC Industrial Direct Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WSO
Watsco
3.6107 of 5 stars
$489.54
+2.2%
$404.25
-17.4%
+48.3%$19.73B$7.28B37.667,425News Coverage
WCC
WESCO International
3.3827 of 5 stars
$191.18
+2.4%
$187.00
-2.2%
+27.1%$9.72B$22.39B15.9220,000Analyst Forecast
Analyst Revision
Gap Down
AIT
Applied Industrial Technologies
3.9244 of 5 stars
$195.72
+0.1%
$201.00
+2.7%
+52.9%$7.55B$4.41B20.526,200Short Interest ↓
Positive News
BECN
Beacon Roofing Supply
3.6771 of 5 stars
$97.22
+2.5%
$107.64
+10.7%
+43.4%$6.18B$9.12B-154.328,063Analyst Forecast
Short Interest ↑
News Coverage
AL
Air Lease
4.9154 of 5 stars
$48.55
+1.7%
$53.80
+10.8%
+23.1%$5.41B$2.68B9.79163Positive News
GATX
GATX
2.3491 of 5 stars
$136.56
+1.2%
$135.00
-1.1%
+12.3%$4.86B$1.41B19.452,020Short Interest ↓
Positive News
RUSHA
Rush Enterprises
4.6144 of 5 stars
$44.55
+1.8%
$52.67
+18.2%
+24.1%$3.50B$7.93B11.267,860Positive News
HEES
H&E Equipment Services
4.9767 of 5 stars
$48.47
+1.9%
$63.00
+30.0%
+25.6%$1.77B$1.47B10.382,765
MRC
MRC Global
4.0365 of 5 stars
$13.13
-0.1%
$15.67
+19.3%
+43.3%$1.12B$3.41B15.272,800
BXC
BlueLinx
3.3087 of 5 stars
$104.45
+2.6%
$130.00
+24.5%
+22.9%$904.54M$3.14B19.602,000Analyst Forecast
Positive News

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This page (NYSE:MSM) was last updated on 5/29/2024 by MarketBeat.com Staff

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