BlueLinx vs MSC Industrial Direct
BXC and MSM side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BXC and MSM compare
MSC Industrial Direct is the larger company, worth 14 times as much as BlueLinx ($6.7B against $494M).
MSC Industrial Direct grew revenue faster over the last twelve months (6.4% versus 2.1% for BlueLinx).
MSC Industrial Direct keeps more of each dollar of sales as profit, with a net margin of 5.6% compared with −0.06% at BlueLinx.
MSC Industrial Direct pays a dividend yielding 2.2%; BlueLinx does not pay one.
MSC Industrial Direct scores higher on the StockData Score (13 against 7 for BlueLinx), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BXC | MSM |
|---|---|---|
| Size and price | ||
| Market cap | $494M | $6.7B |
| Share price | $62.83 | $119.43 |
| Change, 1 year | 8.0% | 33.8% |
| Change, 5 years | −14.7% | 42.4% |
| Beta (5Y) | 1.50 | 0.79 |
| Employees | 2,160 | 7,028 |
| StockData Score | ||
| Total score | 7 | 13 (better) |
| Valuation score | 3 (better) | 0 |
| Growth score | 0 | 2 (better) |
| Performance score | 0 | 4 (better) |
| Health score | 4 | 6 (better) |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/E | – | 30.0× |
| P/S | 0.2× (better) | 1.7× |
| P/B | 0.8× (better) | 4.7× |
| EV/EBITDA | 6.0× (better) | 16.8× |
| P/FCF | 8.5× (better) | 29.6× |
| FCF yield | 11.7% (better) | 3.4% |
| Fair value | $103.24 | $77.21 |
| Margin of safety | 39.1% (better) | −54.7% |
| Growth | ||
| Revenue growth (TTM) | 2.1% | 6.4% (better) |
| Revenue growth, 5Y average | −0.94% | 4.3% (better) |
| Net income growth (TTM) | −107% | 11.7% (better) |
| EPS growth (TTM) | −107% | 11.5% (better) |
| EPS growth, 5Y average | −70.2% | 0.56% (better) |
| Profitability | ||
| Gross margin | 15.8% | 40.9% (better) |
| Operating margin | 1.2% | 8.0% (better) |
| Net margin | −0.06% | 5.6% (better) |
| FCF margin | 1.9% | 5.6% (better) |
| Return on equity | −0.31% | 15.8% (better) |
| Return on invested capital | 4.8% | 13.2% (better) |
| Financial health | ||
| Debt / equity | 0.48 | 0.33 (better) |
| Net debt / EBITDA | −0.27 | 0.98 (better) |
| Interest coverage | 0.7× | 14.8× (better) |
| Current ratio | 4.01 (better) | 1.78 |
| Altman Z-score | 3.31 | 6.24 (better) |
| Piotroski F-score | 4 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 2.2% |
| Buyback yield | 1.6% (better) | 0.21% |
| Shareholder yield | 1.6% | 2.4% (better) |
| Ownership | ||
| Held by institutions | 93.8% | 83.4% |
| Held by insiders | 2.1% | 10.8% |
| Insider net buying, 12 months | −$2.9M | $28.9M (better) |
| Short interest, % of float | 5.9% | 3.9% |
Go deeper
- BXC stock overview
- BXC income statement
- BXC valuation and score
- MSM stock overview
- MSM income statement
- MSM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.