MSC Industrial Direct Company, Inc. (MSM) vs Watsco, Inc. (WSO)
- MSC Industrial Direct Company, Inc. MSM 130.38 −0.24%
- Watsco, Inc. WSO 295.45 −1.35%
MSC Industrial Direct Company, Inc. and Watsco, Inc. are both Industrial Distribution companies. Watsco, Inc. is the larger, with a market value of $12.4B against $7.3B — 1.7× the size. Watsco, Inc. trades at the lower P/E: 25.6× against 31.5×. MSC Industrial Direct Company, Inc. grew revenue faster over the last twelve months: 4.41% against −2.98%. Watsco, Inc. has the higher net margin (6.54% vs 5.91%) and the higher return on invested capital (13.6% vs 11.2%). Both pay a dividend; Watsco, Inc. yields more (4.37% vs 2.67%). Across the 23 metrics below, Watsco, Inc. leads on 20 and MSC Industrial Direct Company, Inc. on 3.
Valuation
Profitability
| Metric | MSM | WSO | Industrial Distribution median |
|---|---|---|---|
| Gross margin | 40.82% | 27.51% | 30.34% |
| Operating margin | 8.50% | 9.40% | 8.06% |
| Net margin | 5.91% | 6.54% | 4.95% |
| Free cash flow margin | 5.65% | 9.57% | 4.67% |
| Return on equity | 16.54% | 14.23% | 14.29% |
| Return on assets | 9.30% | 9.71% | 5.30% |
| Return on invested capital | 11.21% | 13.64% | 8.13% |
Growth
Health
Dividend
Size
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