Cadre vs MSA Safety
CDRE and MSA side by side, both in surgical, medical, and dental instruments and supplies. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CDRE and MSA compare
MSA Safety is the larger company, worth 4.7 times as much as Cadre ($6.8B against $1.5B).
On earnings, MSA Safety is cheaper: it trades at 21.9× trailing earnings, against 37.5× for Cadre.
Cadre grew revenue faster over the last twelve months (18.3% versus 6.5% for MSA Safety).
MSA Safety keeps more of each dollar of sales as profit, with a net margin of 16.1% compared with 5.6% at Cadre.
Both pay dividends: Cadre yields 0.88% and MSA Safety 1.2%.
MSA Safety scores higher on the StockData Score (17 against 15 for Cadre), 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 | CDRE | MSA |
|---|---|---|
| Size and price | ||
| Market cap | $1.5B | $6.8B |
| Share price | $34.08 | $176.24 |
| Change, 1 year | −21.3% | 9.8% |
| Change, 5 years | 63.3% | 13.1% |
| Beta (5Y) | 1.01 | 0.91 |
| Employees | 2,533 | 5,300 |
| StockData Score | ||
| Total score | 15 | 17 (better) |
| Valuation score | 1 | 4 (better) |
| Growth score | 4 (better) | 2 |
| Performance score | 4 (better) | 3 |
| Health score | 3 | 4 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 37.5× | 21.9× (better) |
| P/S | 2.0× (better) | 3.5× |
| P/B | 4.0× | – |
| EV/EBITDA | 17.3× | 14.7× (better) |
| P/FCF | 19.1× (better) | 19.2× |
| PEG | 0.44 (better) | 1.38 |
| FCF yield | 5.2% (better) | 5.2% |
| Fair value | $29.28 | $217.09 |
| Margin of safety | −16.4% | 18.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 18.3% (better) | 6.5% |
| Revenue growth, 5Y average | 8.6% (better) | 6.8% |
| Net income growth (TTM) | −9.4% | 13.4% (better) |
| EPS growth (TTM) | −18.8% | 14.7% (better) |
| EPS growth, 5Y average | −6.1% | 17.6% (better) |
| Profitability | ||
| Gross margin | 42.0% | 47.6% (better) |
| Operating margin | 10.7% | 21.2% (better) |
| Net margin | 5.6% | 16.1% (better) |
| FCF margin | 10.4% | 18.2% (better) |
| Return on equity | 11.6% | – |
| Return on invested capital | 9.0% | – |
| Financial health | ||
| Debt / equity | 1.01 | – |
| Net debt / EBITDA | 3.00 | 0.82 (better) |
| Interest coverage | – | 12.7× |
| Current ratio | 2.35 | 3.24 (better) |
| Altman Z-score | 2.99 | 5.86 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.88% | 1.2% (better) |
| Payout ratio | 40.6% | 26.4% |
| Years of dividend growth | 2 | 6 (better) |
| Dividend growth, 5Y average | – | 4.2% |
| Buyback yield | – | 1.9% |
| Shareholder yield | 0.88% | 3.1% (better) |
| Ownership | ||
| Held by institutions | 78.1% | 91.4% |
| Held by insiders | 27.7% | 0.87% |
| Insider net buying, 12 months | −$26.3M | −$4.1M (better) |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 6.9% | – |
Go deeper
- CDRE stock overview
- CDRE income statement
- CDRE valuation and score
- MSA stock overview
- MSA income statement
- MSA valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.