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Msc Industrial Direct Company (DE:98M)
FRANKFURT:98M

MSC Industrial (98M) Price & Analysis

0 Followers

98M Stock Chart & Stats

€104.10
-€2.00(-1.81%)
At close: 4:00 PM EDT
€104.10
-€2.00(-1.81%)

Bulls Say, Bears Say

Bulls Say
Recurring Customer DemandRecurring consumables and embedded inventory programs give MSC repeat purchasing opportunities beyond one-time product orders. Vending, bin stocking, and in-plant services can deepen customer integration, broaden share of wallet, and support retention.
Productivity And Embedded-service GrowthGrowth in vending and in-plant programs strengthens MSC’s embedded customer relationships while productivity actions improve operating efficiency. Higher sales per representative, lower payroll intensity, and network savings provide a durable path to better margins.
Manageable Leverage And Cash GenerationManageable leverage and strong recent cash conversion give MSC flexibility to fund operations, return capital, and pursue productivity initiatives. This financial capacity reduces balance-sheet strain and supports continued investment through normal industrial cycles.
Bears Say
Profitability NormalizationThe substantial step-down in net and operating margins shows that MSC’s earnings base has not retained prior-cycle profitability. Lower margins reduce resilience to demand softness, constrain reinvestment capacity, and make sustained earnings growth more dependent on execution.
Growth Relies Heavily On PricingLimited volume recovery means recent sales growth is driven primarily by price rather than broader customer demand. That mix can be harder to sustain, leaves results exposed if pricing moderates, and indicates that underlying industrial consumption remains a constraint.
Persistent Tungsten Cost InflationExtreme tungsten and tungsten-carbide inflation creates a continuing cost and pricing challenge in important metalworking categories. Passing costs through may pressure customer demand, while absorbing them could compress margins, making profitability dependent on further price actions.

MSC Industrial News

98M FAQ

What was Msc Industrial Direct Company’s price range in the past 12 months?
Msc Industrial Direct Company lowest stock price was €68.68 and its highest was €115.70 in the past 12 months.
    What is Msc Industrial Direct Company’s market cap?
    Msc Industrial Direct Company’s market cap is €6.43B.
      When is Msc Industrial Direct Company’s upcoming earnings report date?
      Msc Industrial Direct Company’s upcoming earnings report date is Oct 22, 2026 which is in 8 days.
        How were Msc Industrial Direct Company’s earnings last quarter?
        Msc Industrial Direct Company released its earnings results on Jul 01, 2026. The company reported €1.28 earnings per share for the quarter, beating the consensus estimate of €1.143 by €0.137.
          Is Msc Industrial Direct Company overvalued?
          According to Wall Street analysts Msc Industrial Direct Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Msc Industrial Direct Company pay dividends?
            Msc Industrial Direct Company does not currently pay dividends.
            What is Msc Industrial Direct Company’s EPS estimate?
            Msc Industrial Direct Company’s EPS estimate is 1.26.
              How many shares outstanding does Msc Industrial Direct Company have?
              Msc Industrial Direct Company has 55,846,300 shares outstanding.
                What happened to Msc Industrial Direct Company’s price movement after its last earnings report?
                Msc Industrial Direct Company reported an EPS of €1.28 in its last earnings report, beating expectations of €1.143. Following the earnings report the stock price went up 1.375%.
                  Which hedge fund is a major shareholder of Msc Industrial Direct Company?
                  Currently, no hedge funds are holding shares in DE:98M
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Msc Industrial Direct Company

                    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. The company's extensive catalog of MRO products encompasses a wide array of items, including cutting implements, precision measuring devices, specialized tooling components, various metalworking goods, fasteners, sheet and bar stock, raw materials, abrasive products, a diverse selection of machinery, hand, and power tools, essential safety and janitorial provisions, plumbing fixtures, materials handling equipment, power transmission parts, and electrical components. Offering approximately 1.9 million distinct stock-keeping units (SKUs), MSC Industrial Direct provides access to its offerings through multiple channels. These include traditional catalogs and brochures, comprehensive e-commerce platforms (such as its flagship website, mscdirect.com), advanced inventory management solutions for clients, and direct interaction via call centers and local branches. Its robust operational infrastructure features a distribution network comprising 28 branch offices, 11 customer fulfillment centers, and seven regional inventory centers. MSC serves a diverse clientele, ranging from independent machine shops and major Fortune 1000 manufacturing corporations to governmental agencies and manufacturers of all scales. Established in 1941, MSC Industrial Direct Co., Inc. maintains its corporate headquarters in Melville, New York.

                    MSC Industrial (98M) Earnings & Revenues

                    98M Company Deck

                    98M Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed constructive operational progress: sales and margins beat expectations, EPS improved materially, vending/in-plant expansion accelerated, and cost-reduction initiatives are producing tangible benefits (lower opex as a percent of sales, headcount reductions, and network savings). However, the improvement is still largely price-driven with volumes only modestly recovering, persistent commodity inflation (notably tungsten), and some timing-related headwinds (freight lapsing, D&A increase, isolated bad debt). Management is optimistic and laying out a clear productivity roadmap, but additional work (including further productivity/headcount actions and sustainable volume growth) is required to reach mid-teens operating margins.View all DE:98M earnings summaries

                    98M Stock 12 Month Forecast

                    Average Price Target

                    €136.09
                    ▲(30.73% Upside)
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