DXP Enterprises vs MSC Industrial Direct
DXPE 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 DXPE and MSM compare
MSC Industrial Direct is the larger company, worth 2.8 times as much as DXP Enterprises ($6.8B against $2.4B).
On earnings, DXP Enterprises is cheaper: it trades at 25.8× trailing earnings, against 30.4× for MSC Industrial Direct.
DXP Enterprises grew revenue faster over the last twelve months (12.9% versus 6.4% for MSC Industrial Direct).
MSC Industrial Direct keeps more of each dollar of sales as profit, with a net margin of 5.6% compared with 4.4% at DXP Enterprises.
MSC Industrial Direct pays a dividend yielding 2.9%; DXP Enterprises does not pay one.
MSC Industrial Direct scores higher on the StockData Score (13 against 9 for DXP Enterprises), 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 | DXPE | MSM |
|---|---|---|
| Size and price | ||
| Market cap | $2.4B | $6.8B |
| Share price | $154.78 | $120.87 |
| Change, 1 year | 53.3% | 36.8% |
| Change, 5 years | 384% | 44.1% |
| Beta (5Y) | 0.98 | 0.79 |
| Employees | 3,286 | 7,028 |
| StockData Score | ||
| Total score | 9 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 4 (better) | 2 |
| Performance score | 3 | 4 (better) |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/E | 25.8× (better) | 30.4× |
| P/S | 1.1× (better) | 1.7× |
| P/B | 4.2× (better) | 4.7× |
| EV/EBITDA | 15.3× (better) | 17.0× |
| P/FCF | 22.9× (better) | 30.0× |
| PEG | 0.87 | – |
| FCF yield | 4.4% (better) | 3.3% |
| Fair value | $109.84 | $77.53 |
| Margin of safety | −40.9% (better) | −55.9% |
| Growth | ||
| Revenue growth (TTM) | 12.9% (better) | 6.4% |
| Revenue growth, 5Y average | 14.9% (better) | 4.3% |
| Net income growth (TTM) | 12.9% (better) | 11.7% |
| EPS growth (TTM) | 13.8% (better) | 11.5% |
| EPS growth, 5Y average | – | 0.56% |
| Profitability | ||
| Gross margin | 31.6% | 40.9% (better) |
| Operating margin | 8.9% (better) | 8.0% |
| Net margin | 4.4% | 5.6% (better) |
| FCF margin | 4.7% | 5.6% (better) |
| Return on equity | 18.6% (better) | 15.8% |
| Return on invested capital | 13.4% (better) | 13.2% |
| Financial health | ||
| Debt / equity | 1.44 | 0.33 (better) |
| Net debt / EBITDA | 3.07 | 0.98 (better) |
| Interest coverage | 3.0× | 14.8× (better) |
| Current ratio | 2.96 (better) | 1.78 |
| Altman Z-score | 3.56 | 6.29 (better) |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 2.9% |
| Payout ratio | 0.09% | – |
| Buyback yield | – | 0.21% |
| Shareholder yield | 0.00% | 3.1% (better) |
| Ownership | ||
| Held by institutions | 75.4% | 83.4% |
| Held by insiders | 36.6% | 10.8% |
| Insider net buying, 12 months | −$3.7M | $28.9M (better) |
| Short interest, % of float | 4.6% | 3.9% |
Go deeper
- DXPE stock overview
- DXPE income statement
- DXPE 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.