Msc Industrial Direct Co Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Msc Industrial Direct Co Inc (MSM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Msc Industrial Direct Co Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 3,909M vs 42,670M combined for tracked competitors (8.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.1% annualized vs trailing 12 months), vs accelerating (+8.4%) for its tracked peer group.
- Growth: Msc Industrial Direct Co Inc generated 7.9% revenue growth year over year in Q3 2026, vs 11.6% for its tracked competitors combined.
- Profitability: Its 7.7% net margin compares with 10.2% for the peer group.
- Scale: Msc Industrial Direct Co Inc ranks #14 of 45 companies by market capitalization in the Broadcasting Media & Cable TV industry, holding 0.7% of industry market cap.
- Peer revenue share: Msc Industrial Direct Co Inc accounted for 8.3% of combined revenue among its tracked peer group, down from 8.6% a year earlier.
- Peer differentiation: Revenue per employee of $0.54M compares with $0.69M for the peer group (0.8x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
MSM Sales vs. its Competitors, Q3 2026
Msc Industrial Direct Co Inc reported revenue growth of 7.86 % year on year in Q3 2026, below its competitors' combined revenue growth of 11.60 %.
With a net margin of 7.67 %, Msc Industrial Direct Co Inc reported lower profitability than its competitors (10.19 %).
Msc Industrial Direct Co Inc generated 8.30 % of the combined sales of its peer group, down from 8.57 % a year earlier.
Msc Industrial Direct Co Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Msc Industrial Direct Co Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Msc Industrial Direct Co Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Msc Industrial Direct Co Inc's competitor groups requires a Commercial License.
For context: the Broadcasting Media & Cable TV industry grew revenue 4.6% year over year, combined, vs 7.9% for Msc Industrial Direct Co Inc. Msc Industrial Direct Co Inc's share of combined industry revenue moved from 0.56% to 0.58%, a gain of 0.02 percentage points.
Msc Industrial Direct Co Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Msc Industrial Direct Co Inc | Yes | Yes | Yes | No |
| Competitors combined (4) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 87.50 % (7 of 8) | 87.50 % (7 of 8) | 28.60 % (2 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
MSM Stock Performance relative to its Competitors
MSM Stock Performance relative to Similar-Size Competitors
MSM Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | W w Grainger Inc | 282.9% | Outperformed |
| 2 | Global Industrial Company | 282.9% | Outperformed |
| 3 | Fastenal Co | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Msc Industrial Direct Co Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Msc Industrial Direct Co Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Msc Industrial Direct Co Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Msc Industrial Direct Co Inc | 6,855.42 | 3,909.33 |
| W w Grainger Inc | 59,227.50 | 18,845.00 |
| Fastenal Co | 58,330.75 | 8,749.30 |
| Global Industrial Company | 1,617.39 | 1,436.60 |
| Graybar Electric Company Inc | - | 13,639.30 |
| SUBTOTAL | 126,031.05 | 46,579.53 |
Sources: Msc Industrial Direct Co Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Msc Industrial Direct Co Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Msc Industrial Direct Co Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| W w Grainger Inc | High-Touch Solutions (n.a.) 79.01 % |
| Fastenal Co | Reportable Segment, Aggregation before Other Operating 82.53 % |
| Global Industrial Company | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Msc Industrial Direct Co Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Msc Industrial Direct Co Inc | 6,855 | 536,701 | 31,543 |
| W w Grainger Inc | 59,227 | 753,800 | 79,240 |
| Fastenal Co | 58,331 | 357,275 | 55,208 |
| Global Industrial Company | 1,617 | 725,556 | 43,990 |
| Graybar Electric Company Inc | - | 1,363,930 | 49,390 |
| PEERS TOTAL | 119,176 | 694,174 | 63,674 |
Msc Industrial Direct Co Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| W w Grainger Inc | United States 81.86 % |
| Fastenal Co | Non-North America 3.49 % |
| Global Industrial Company | United States 93.69 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Msc Industrial Direct Co Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 42 companies in Msc Industrial Direct Co Inc's industry classification, broader than the peer set above. Market cap in millions of $.Msc Industrial Direct Co Inc ranks #14 of 42 companies by market capitalization in its industry, holding 0.74 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,657, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Netflix Inc | 295,010 | 31.85 % |
| 2 | Liberty Media Corporation | 164,578 | 17.77 % |
| 3 | Spotify Technology S a | 104,730 | 11.31 % |
| 4 | Warner Bros Discovery Inc | 79,568 | 8.59 % |
| 5 | Comcast corporation | 1,234 | 5.2% |
| 6 | Everpure Inc | 1,234 | 5.2% |
| 7 | Fox Corporation | 1,234 | 5.2% |
| 8 | Tencent Music Entertainment Group | 1,234 | 5.2% |
| 9 | Roku Inc | 1,234 | 5.2% |
| 10 | Charter Communications Inc | 1,234 | 5.2% |
| 14 | Msc Industrial Direct Co Inc | 6,839 | 0.74 % |
Market cap and industry share for the rest of Msc Industrial Direct Co Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Msc Industrial Direct Co Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 9 | Roku Inc | 23,190 | 55.60 % |
| 10 | Charter Communications Inc | 13,508 | -58.60 % |
| 11 | Rogers Communications Inc | 13,025 | -10.69 % |
| 12 | Paramount Skydance Corporation | 11,514 | -47.04 % |
| 13 | Sirius Xm Holdings Inc | 1,234 | 12.3% |
| 14 | Msc Industrial Direct Co Inc | 6,839 | 36.55 % |
| 15 | Nexstar Media Group Inc | 1,234 | 12.3% |
| 16 | Versant Media Group Inc | 1,234 | 12.3% |
| 17 | Liberty Global Ltd | 1,234 | 12.3% |
| 18 | Dxp Enterprises Inc | 1,234 | 12.3% |
| 19 | Adeia Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Msc Industrial Direct Co Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Msc Industrial Direct Co Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Broadcasting Media & Cable TV industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (64 companies). See the full Broadcasting Media & Cable TV industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 29.81 % | 46.38 % (avg) | -16.6 pp |
| Operating Margin | 8.49 % | industry median | +5.4 pp |
| EBITDA Margin | 12.23 % | 7.12 % (avg) | +5.1 pp |
| Capital Intensity (Capex / Revenue) | - | 6.60 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Msc Industrial Direct Co Inc's Valuation vs Competitive Position
Valuation multiples vs the Broadcasting Media & Cable TV industry average (64 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Broadcasting Media & Cable TV industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 25.6x | 22.7x | +2.9x |
| EV / EBITDA | 13.6x | 18.1x | -4.4x |
| P/B | 4.2x | 3.7x | +0.6x |
| Return on Equity | 16.42 % | industry aggregate | 0.29 % |
| Return on Invested Capital | 9.93 % | 7.30 % (avg) | 2.63 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Msc Industrial Direct Co Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 10.00 % | 2.72 % | -6.41 % | 5.70 % | 14.45 % | 5.42 % | -5.23 % | 0.28 % |
| Operating Margin | 12.99 % | 11.54 % | 10.01 % | 10.20 % | 13.00 % | 11.72 % | 9.51 % | 8.03 % |
| Return on Invested Capital | 13.58 % | 11.64 % | 9.99 % | 11.39 % | 14.71 % | 14.05 % | 11.02 % | 9.21 % |
| P/E | 13.6x | 14.8x | 20.5x | 19.2x | 13.0x | 16.7x | 19.7x | 23.7x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Msc Industrial Direct Co Inc's Strategic Group Map
Every company in Msc Industrial Direct Co Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Msc Industrial Direct Co Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Msc Industrial Direct Co Inc's BCG Growth-Share Matrix
Relative market share (vs Msc Industrial Direct Co Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Msc Industrial Direct Co Inc falls in the Dog quadrant: relative market share of 0.02x vs its largest competitor, in an industry growing revenue -1.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Msc Industrial Direct Co Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,657 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Msc Industrial Direct Co Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Msc Industrial Direct Co Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Msc Industrial Direct Co Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Msc Industrial Direct Co Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Msc Industrial Direct Co Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 5.4 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+7.1% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.02x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Msc Industrial Direct Co Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Msc Industrial Direct Co Inc | 0.08 | 1.66 | 0.45 |
| W w Grainger Inc | 0.29 | 2.76 | 0.57 |
| Fastenal Co | 0.33 | 4.40 | 0.04 |
| Global Industrial Company | 0.38 | 2.23 | - |
| Graybar Electric Company Inc | 0.12 | 1.58 | 0.00 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Msc Industrial Direct Co Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Msc Industrial Direct Co Inc | Q2 2026 | +7.9 % | +41.3 % |
| W w Grainger Inc | Q2 2026 | +10.3 % | +18.1 % |
| Fastenal Co | Q2 2026 | +14.8 % | +15.9 % |
| Global Industrial Company | Q2 2026 | +8.0 % | +47.8 % |
| Graybar Electric Company Inc | Q2 2026 | +11.8 % | +14.8 % |
| PEERS TOTAL | +11.3 % | +18.9 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Msc Industrial Direct Co Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Msc Industrial Direct Co Inc | Q2 2026 | +7.6 % | -1.6 % |
| W w Grainger Inc | Q2 2026 | +8.5 % | -36.6 % |
| Fastenal Co | Q2 2026 | +16.4 % | -7.5 % |
| Global Industrial Company | Q2 2026 | +2.8 % | -35.7 % |
| Graybar Electric Company Inc | Q2 2026 | +11.8 % | +170.3 % |
Msc Industrial Direct Co Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Msc Industrial Direct Co Inc | 9.31% | 11.81% | 16.42% |
| W w Grainger Inc | 21.47% | 26.92% | 46.73% |
| Fastenal Co | 26.16% | 32.70% | 34.02% |
| Global Industrial Company | 14.56% | 20.50% | 26.97% |
| Graybar Electric Company Inc | 9.61% | 15.98% | 20.45% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Msc Industrial Direct Co Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Msc Industrial Direct Co Inc | 29.54 | 1.75 |
| W w Grainger Inc | 32.03 | 3.14 |
| Fastenal Co | 42.97 | 6.67 |
| Global Industrial Company | 18.82 | 1.13 |
| Graybar Electric Company Inc | - | - |
| PEERS AVERAGE | 30.41 | 2.71 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.