MSM is the ticker symbol for MSC INDUSTRIAL DIRECT CO INC, a publicly traded Consumer Discretionary sector company listed on NYSE. 13F Pro tracks MSM with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is MSM a good stock to buy?

13F Pro's AI ranking engine scores MSM at 50.2/100, ranked #1,614 of 2,960 stocks based on 32 fundamental signals including profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for MSM is available at https://13fpro.ai/company/MSM. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source MSM data?

All MSC INDUSTRIAL DIRECT CO INC fundamentals and ownership data come directly from SEC EDGAR. MSC INDUSTRIAL DIRECT CO INC files with the SEC under CIK 1003078. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

MSC INDUSTRIAL DIRECT CO INC(MSM)— Stock Profile, AI Score & Financials

Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-05-30.

MSC INDUSTRIAL DIRECT CO INC (MSM) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores MSM at 50.2/100 on a 32-signal composite quality model, placing it at rank #1,614 of 2,960 stocks — the bottom half of the AI-ranked universe. MSM scores in the top quartile across balance sheet strength (84.0). Areas of concern include revenue growth (24.0) and institutional flow (32.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), MSC INDUSTRIAL DIRECT CO INC reports quarterly revenue of $1.0B, net income of $80.4M, an operating margin of 10.2%. Top institutional holders of MSM by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MSM trades on the NYSE exchange and files with the SEC under CIK 1003078. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MSM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MSC INDUSTRIAL DIRECT CO INC directly from SEC EDGAR.

AI Quality Score

50.2/100

AI Rank

#1,614

Revenue

$1.0B

Net Income

$80.4M

Free Cash Flow

$80.9M

Operating Margin

10.2%

MSM key financials by period

MSC INDUSTRIAL DIRECT CO INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$3.8B	$199.3M	8.0%
FY 2024	10-K	$3.8B	$258.6M	10.2%
FY 2023	10-K	$4.0B	$343.2M	12.1%
FY 2022	10-K	$3.7B	$339.8M	12.7%
FY 2021	10-K	$3.2B	$216.9M	9.3%
FY 2020	10-K	$3.2B	$251.1M	11.0%

Institutions holding MSM

Institutional investors reporting a position in MSC INDUSTRIAL DIRECT CO INC on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	5,560,498	$661.4M	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	2,139,176	$254.5M	2026-06-30
VANGUARD CAPITAL MANAGEMENT	2,026,407	$241.0M	2026-06-30
FULLER & THALER ASSET MANAGEMENT	1,887,419	$224.5M	2026-06-30
AMERICAN CENTURY COMPANIES	1,743,956	$207.4M	2026-06-30
Boston Partners	1,714,389	$204.0M	2026-06-30
FIRST ADVISORS	1,676,859	$199.5M	2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT	1,530,616	$182.1M	2026-06-30
STATE STREET	1,463,620	$174.1M	2026-06-30
DIMENSIONAL FUND ADVISORS	1,248,087	$148.5M	2026-06-30

SEC EDGAR: CIK 1003078 →

MSC INDUSTRIAL DIRECT CO INC

MSM

NYSEMid CapConsumer Discretionary

13F Pro Quality Score

50.2/100

Rank #1,614 of 2,960 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

24.0/100

Profitability

53.8/100

Balance Sheet

84.0/100

Earnings Quality

43.0/100

Free Cash Flow

44.3/100

Institutional Flow

32.5/100

Revenue Scale

74.2/100

Dilution Risk

81.3/100

Price Chart

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What's Driving MSM's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-07-01 — Q3 FY2026 (quarter ended May 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

MSC Industrial revenue grew 7.8% to $1.05B in Q3 FY2026, driven by $70.1M pricing gains, while operating margin expanded 170bp to 10.2% on cost leverage.

Biggest Revenue Drivers

Largest Expense Items

Cost of goods sold$616.7M+7.5% YoY

Increased proportionally with net sales growth.

Operating expenses$323.7M+3.6% YoY

Lower payroll and freight costs offset by higher depreciation and provision for credit losses.

Payroll and payroll-related costs$173.8M-0.9% YoY

Headcount reduction from sales optimization efforts reduced salary and commissions, partially offset by merit increases.

Margins: Gross margin improved 10bp to 41.1% driven by favorable pricing actions. Operating margin expanded 170bp to 10.2% as sales growth outpaced operating expense increases and restructuring costs were zero in Q3.

Watch Items from the Filing

Federal government shutdown impact: Public sector sales affected by federal government shutdowns in Q1 and Q2 of FY2026, recovered somewhat in Q3.
Tariff uncertainty: Supreme Court invalidated certain IEEPA tariffs; Company submitted refund claims but ultimate timing and amount remain uncertain; new tariffs under different authority introduced with unclear scope and duration.
Litigation exposure: Macomb County Retiree Health Care Fund derivative/class action suit alleging fiduciary breaches related to Reclassification; Company unable to reasonably estimate ultimate cost or range of potential costs.
Manufacturing concentration: Heavy manufacturing represents 58% of Q3 revenue, with 67% total manufacturing exposure; dependent on Industrial Production Index trends.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →