MSC Industrial Direct Co., Inc.

MSC Industrial Direct Co., Inc.

Industrials

NYSE:MSM · New York Stock Exchange

Market Cap $6.43B Beta 0.83 P/E (TTM) 31.5
$116.69 +0.97%

+$1.12 today

52W Low $78.80High $119.13

Vol 0.49M · Avg 0.68M

EPS (TTM)$3.71
Div Yield2.97%
Industrial - Distribution

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

14.4%

avg 20.0%

ROIC

11.4%

avg 14.0%

ROA

8.1%

avg 11.3%

Analysis

ROE is currently the strongest return metric at 14.4% versus its period average of 20.0%. 2 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Martina McIsaac

President, Chief Executive Officer & Director$1.34M55$8,271.000.01%

Neal Dongre

Senior Vice President, General Counsel & Corporate Secretary$690,387.0046$4,380.00<0.01%

Kimberly Shacklett

Senior Vice President of Customer Experience$655,380.0057$0.00<0.01%

Gregory Haefele Clark

VP & Interim CFO$472,434.00$705.00<0.01%

Jahida Nadi

Senior Vice President of Sales$4,716.00<0.01%

John Reichelt

Senior VP & Chief Information Officer$1,621.00<0.01%

Ryan Thomas Mills

Head of Investor Relations

Julie Rockett

VP & Chief People Officer$41.00<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

6

$17.95M

Sells

1

$156,294.18

Net Sentiment

+$17.80M

Net buying

Most Active

JACOBSON MITCHELL

5 transactions

DateInsiderTypeSharesPriceValue
Feb 2, 2026

Seseri Rudina

Direct

Sell1.8K$86.83$156,294.18
Nov 18, 2025

JACOBSON MITCHELL

Direct

Buy22.9K$84.96$1,943,037.49
Nov 13, 2025

PELLER PHILIP

Direct

Buy6.7K$90.14$600,873.24
Nov 3, 2025

JACOBSON MITCHELL

Direct

Buy30.0K$84.79$2,543,700.00
Nov 3, 2025

JACOBSON MITCHELL

Direct

Buy22.0K$83.93$1,842,590.44
Oct 31, 2025

JACOBSON MITCHELL

Direct

Buy34.1K$84.76$2,888,167.18
Oct 30, 2025

JACOBSON MITCHELL

Direct

Buy95.8K$84.92$8,133,974.11

Analysis

Insiders reported 6 buys worth $17.95M and 1 sells worth $156,294.18 over the last 12 months. That adds up to net buying of $17.80M. JACOBSON MITCHELL was the most active insider with 5 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A-2.9%
+2.8% (14yr)1 analysts
RevenueN/AN/A+7.3%
+3.1% (14yr)2 analysts
Net IncomeN/AN/A-3.7%
+2.1% (14yr)2 analysts
EBITN/AN/A-2.3%
+1.2% (14yr)2 analysts

Analysis

Recent growth has been strongest in Revenue at +7.3% over three years. Forward estimates point to Revenue at +3.1% (14yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages MSM?

MSC Industrial Direct Co., Inc. (MSM) lists 8 active executives. The top listed executive is Neal Dongre, Senior Vice President, General Counsel & Corporate Secretary.

Are MSM insiders buying or selling?

Recent insider activity shows net buying of $16.60M.

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