DNOW Inc. (DNOW) vs MSC Industrial Direct Company, Inc. (MSM)
- DNOW Inc. DNOW 15.57 −0.51%
- MSC Industrial Direct Company, Inc. MSM 129.51 +0.46%
DNOW Inc. and MSC Industrial Direct Company, Inc. are both Industrial Distribution companies. MSC Industrial Direct Company, Inc. is the larger, with a market value of $7.2B against $2.8B — 2.5× the size. DNOW Inc. has negative trailing earnings, so its P/E is not meaningful; MSC Industrial Direct Company, Inc. trades at 31.3×. DNOW Inc. grew revenue faster over the last twelve months: 69.8% against 4.41%. MSC Industrial Direct Company, Inc. has the higher net margin (5.91% vs −4.63%) and the higher return on invested capital (11.2% vs −4.78%). Across the 20 metrics below, DNOW Inc. leads on 11 and MSC Industrial Direct Company, Inc. on 9.
Valuation
Profitability
| Metric | DNOW | MSM | Industrial Distribution median |
|---|---|---|---|
| Gross margin | 15.85% | 40.82% | 30.34% |
| Operating margin | (4.60%) | 8.50% | 8.06% |
| Net margin | (4.63%) | 5.91% | 4.95% |
| Free cash flow margin | 3.33% | 5.65% | 4.67% |
| Return on equity | (11.60%) | 16.54% | 14.29% |
| Return on assets | (6.90%) | 9.30% | 5.30% |
| Return on invested capital | (4.78%) | 11.21% | 8.13% |
Growth
Health
Dividend
Size
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