Distribution Solutions vs MSC Industrial Direct
DSGR 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 DSGR and MSM compare
MSC Industrial Direct is the larger company, worth 4.2 times as much as Distribution Solutions ($6.8B against $1.6B).
On earnings, MSC Industrial Direct is cheaper: it trades at 30.4× trailing earnings, against 146× for Distribution Solutions.
Distribution Solutions grew revenue faster over the last twelve months (6.6% 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 0.54% at Distribution Solutions.
MSC Industrial Direct pays a dividend yielding 2.9%; Distribution Solutions does not pay one.
MSC Industrial Direct scores higher on the StockData Score (13 against 3 for Distribution Solutions), 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 | DSGR | MSM |
|---|---|---|
| Size and price | ||
| Market cap | $1.6B | $6.8B |
| Share price | $35.08 | $120.87 |
| Change, 1 year | 32.4% | 36.8% |
| Change, 5 years | 39.6% | 44.1% |
| Beta (5Y) | 0.60 | 0.79 |
| Employees | 1,740 | 7,028 |
| StockData Score | ||
| Total score | 3 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 1 | 4 (better) |
| Health score | 1 | 6 (better) |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/E | 146× | 30.4× (better) |
| P/S | 0.8× (better) | 1.7× |
| P/B | 2.4× (better) | 4.7× |
| EV/EBITDA | 15.0× (better) | 17.0× |
| P/FCF | 77.8× | 30.0× (better) |
| FCF yield | 1.3% | 3.3% (better) |
| Fair value | $22.43 | $77.53 |
| Margin of safety | −56.4% | −55.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.6% (better) | 6.4% |
| Revenue growth, 5Y average | 41.3% (better) | 4.3% |
| Net income growth (TTM) | – | 11.7% |
| EPS growth (TTM) | – | 11.5% |
| EPS growth, 5Y average | −26.0% | 0.56% (better) |
| Profitability | ||
| Gross margin | 32.5% | 40.9% (better) |
| Operating margin | 3.5% | 8.0% (better) |
| Net margin | 0.54% | 5.6% (better) |
| FCF margin | 0.99% | 5.6% (better) |
| Return on equity | 1.7% | 15.8% (better) |
| Return on invested capital | 3.2% | 13.2% (better) |
| Financial health | ||
| Debt / equity | 1.14 | 0.33 (better) |
| Net debt / EBITDA | 4.49 | 0.98 (better) |
| Interest coverage | 1.4× | 14.8× (better) |
| Current ratio | 2.47 (better) | 1.78 |
| Altman Z-score | 2.37 | 6.29 (better) |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 2.9% |
| Buyback yield | – | 0.21% |
| Shareholder yield | 0.00% | 3.1% (better) |
| Ownership | ||
| Held by institutions | 93.5% | 83.4% |
| Held by insiders | 79.9% | 10.8% |
| Insider net buying, 12 months | $297K | $28.9M (better) |
| Short interest, % of float | 5.9% | 3.9% |
Go deeper
- DSGR stock overview
- DSGR income statement
- DSGR 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.