MSC Industrial Direct vs Ryerson
MSM and RYZ 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 MSM and RYZ compare
MSC Industrial Direct is the larger company, worth 4.4 times as much as Ryerson ($6.6B against $1.5B).
Ryerson grew revenue faster over the last twelve months (53.2% 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 0.21% at Ryerson.
Both pay dividends: MSC Industrial Direct yields 2.2% and Ryerson 1.9%.
MSC Industrial Direct scores higher on the StockData Score (13 against 8 for Ryerson), 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 | MSM | RYZ |
|---|---|---|
| Size and price | ||
| Market cap | $6.6B | $1.5B |
| Share price | $118.47 | $29.13 |
| Change, 1 year | 32.5% | 41.5% |
| Change, 5 years | 41.3% | 10.6% |
| Beta (5Y) | 0.79 | 1.37 |
| Employees | 7,028 | 850 |
| StockData Score | ||
| Total score | 13 (better) | 8 |
| Valuation score | 0 | 2 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 4 (better) | 0 |
| Health score | 6 (better) | 3 |
| Dividend score | 1 | 2 (better) |
| Valuation | ||
| P/E | 29.8× | – |
| P/S | 1.7× | 0.2× (better) |
| P/B | 4.6× | 1.1× (better) |
| EV/EBITDA | 16.7× | 8.4× (better) |
| P/FCF | 29.4× | – |
| FCF yield | 3.4% (better) | −12.1% |
| Fair value | $76.90 | $30.79 |
| Margin of safety | −54.1% | 5.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.4% | 53.2% (better) |
| Revenue growth, 5Y average | 4.3% | 5.7% (better) |
| Net income growth (TTM) | 11.7% | – |
| EPS growth (TTM) | 11.5% | – |
| EPS growth, 5Y average | 0.56% | – |
| Profitability | ||
| Gross margin | 40.9% (better) | 17.3% |
| Operating margin | 8.0% (better) | 1.0% |
| Net margin | 5.6% (better) | 0.21% |
| FCF margin | 5.6% (better) | −2.7% |
| Return on equity | 15.8% (better) | 1.3% |
| Return on invested capital | 13.2% (better) | 4.7% |
| Financial health | ||
| Debt / equity | 0.33 | 0.00 (better) |
| Net debt / EBITDA | 0.98 (better) | −0.22 |
| Interest coverage | 14.8× | – |
| Current ratio | 1.78 | 2.16 (better) |
| Altman Z-score | 6.21 (better) | 2.74 |
| Piotroski F-score | 8 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 2.2% (better) | 1.9% |
| Payout ratio | – | 250% |
| Years of dividend growth | – | 0 |
| Buyback yield | 0.21% | – |
| Shareholder yield | 2.4% (better) | 1.9% |
| Ownership | ||
| Held by institutions | 83.4% | 94.9% |
| Held by insiders | 10.8% | 6.3% |
| Insider net buying, 12 months | $28.9M (better) | −$3.2M |
| Short interest, % of float | 3.9% | 3.7% |
Go deeper
- MSM stock overview
- MSM income statement
- MSM valuation and score
- RYZ stock overview
- RYZ income statement
- RYZ valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.