MSC Industrial Direct (MSM): are the analysts right?

Jun 2, 26

▲ Overweight · 🎯$129

Price at call : $117.21 — upside +10%

Today : $116.16 — upside +11%

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

in progress (365j)
matures : Jun 2, 27

Apr 27, 26

▲ Overweight · 🎯$117

Price at call : $104.17 — upside +12%

Today : $116.16 — upside +1%

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

in progress (365j)
matures : Apr 27, 27

Feb 6, 26

■ Neutral neutral · not a buy · 🎯$95

Price at call : $94.18 — gap to target +1%

Today : $116.16 — gap to target -18%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Feb 6, 27

Oct 24, 25

▲ Overweight · 🎯$96

Price at call : $88 — upside +9%

Today : $116.16 — upside -17%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Oct 24, 26

Oct 15, 25

▲ Overweight · 🎯$93

Price at call : $85.43 — upside +9%

Today : $116.16 — upside -20%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Oct 15, 26

Wolfe Research ↗

Oct 8, 25

■ Peer Perform neutral · not a buy

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 47.6% · -1.8% (42 calls)

in progress (365j)
matures : Oct 8, 26

Jul 2, 25

■ Hold neutral · not a buy · 🎯$84

Price at call : $89.97 — gap to target -7%

Today : $116.16 — gap to target -28%

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

in progress (365j)
matures : Jul 2, 26

Jul 2, 25

■ Neutral neutral · not a buy · 🎯$95

Price at call : $89.61 — gap to target +6%

Today : $116.16 — gap to target -18%

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

in progress (365j)
matures : Jul 2, 26

Jul 2, 25

■ Equal-Weight neutral · not a buy · 🎯$90

Price at call : $89.61 — gap to target +0%

Today : $116.16 — gap to target -23%

🎯 on MSM : 50% (4 calls matureds) · 📊 on Industry : 50% · +10.3% (70 calls)

in progress (365j)
matures : Jul 2, 26

May 27, 25

▲ Overweight · 🎯$89

Price at call : $83.81 — upside +6%

Today : $116.16 — upside -23%

Expected +6% · Actual +28% · Reason (≥ +15%) : ✓ Yes

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

+28.2%

stock +28% · XLI +22%

Apr 4, 25

■ Hold neutral · not a buy · 🎯$74

Price at call : $70.15 — gap to target +5%

Today : $116.16 — gap to target -36%

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

in progress (365j)
matures : Apr 4, 26

Apr 4, 25

■ Neutral neutral · not a buy · 🎯$84

Price at call : $71.22 — gap to target +18%

Today : $116.16 — gap to target -28%

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

in progress (365j)
matures : Apr 4, 26

Wolfe Research ↗

Jan 16, 25

▲ Outperform · 🎯$95

Price at call : $81.78 — upside +16%

Today : $116.16 — upside -18%

Expected +16% · Actual +5% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 47.6% · -1.8% (42 calls)

+4.6%

stock +5% · XLI +19%

Dec 4, 24

■ Equal-Weight neutral · not a buy · 🎯$85

Price at call : $83.35 — gap to target +2%

Today : $116.16 — gap to target -27%

🎯 on MSM : 50% (4 calls matureds) · 📊 on Industry : 50% · +10.3% (70 calls)

in progress (365j)
matures : Dec 4, 25

Oct 25, 24

■ Neutral neutral · not a buy · 🎯$73

Price at call : $81.09 — gap to target -10%

Today : $116.16 — gap to target -37%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Oct 25, 25

Oct 16, 24

■ Neutral neutral · not a buy · 🎯$91

Price at call : $82.68 — gap to target +10%

Today : $116.16 — gap to target -22%

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

in progress (365j)
matures : Oct 16, 25

Jul 3, 24

■ Hold neutral · not a buy · 🎯$75

Price at call : $77.37 — gap to target -3%

Today : $116.16 — gap to target -35%

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

in progress (365j)
matures : Jul 3, 25

Jul 3, 24

■ Neutral neutral · not a buy · 🎯$80

Price at call : $77.37 — gap to target +3%

Today : $116.16 — gap to target -31%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Jul 3, 25

Jun 17, 24

■ Hold neutral · not a buy · 🎯$80

Price at call : $79.45 — gap to target +1%

Today : $116.16 — gap to target -31%

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

in progress (365j)
matures : Jun 17, 25

Jun 17, 24

■ Sector Weight neutral · not a buy

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

in progress (365j)
matures : Jun 17, 25

Jun 14, 24

▲ Overweight · 🎯$110

Price at call : $75.84 — upside +45%

Today : $116.16 — upside -5%

Expected +45% · Actual +8% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 50% (4 calls matureds) · 📊 on Industry : 50% · +10.3% (70 calls)

+8.2%

stock +8% · XLI +19%

Jun 14, 24

■ Neutral neutral · not a buy · 🎯$84

Price at call : $75.84 — gap to target +11%

Today : $116.16 — gap to target -28%

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

in progress (365j)
matures : Jun 14, 25

May 29, 24

■ Neutral neutral · not a buy · 🎯$95

Price at call : $84.98 — gap to target +12%

Today : $116.16 — gap to target -18%

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

in progress (365j)
matures : May 29, 25

Apr 1, 24

▲ Overweight · 🎯$110

Price at call : $95.95 — upside +15%

Today : $116.16 — upside -5%

Expected +15% · Actual -19% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 50% (4 calls matureds) · 📊 on Industry : 50% · +10.3% (70 calls)

-18.9%

stock -19% · XLI +5%

Jan 10, 24

▲ Overweight · 🎯$102

Price at call : $93.81 — upside +9%

Today : $116.16 — upside -12%

Expected +9% · Actual -15% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

-14.8%

stock -15% · XLI +17%

Oct 9, 23

▲ Buy · 🎯$124

Price at call : $101.32 — upside +22%

Today : $116.16 — upside +7%

Expected +22% · Actual -21% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

-20.8%

stock -21% · XLI +32%

Jun 30, 23

▲ Outperform · 🎯$110

Price at call : $95.73 — upside +15%

Today : $116.16 — upside -5%

Expected +15% · Actual -18% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

-18.3%

stock -18% · XLI +12%

Jun 30, 23

■ Neutral neutral · not a buy · 🎯$89

Price at call : $95.28 — gap to target -7%

Today : $116.16 — gap to target -23%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Jun 29, 24

Apr 21, 23

▲ Overweight · 🎯$105

Price at call : $91.3 — upside +15%

Today : $116.16 — upside -10%

Expected +15% · Actual +1% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

+1.4%

stock +1% · XLI +21%

Apr 5, 23

▲ Overweight · 🎯$97

Price at call : $84.49 — upside +15%

Today : $116.16 — upside -16%

Expected +15% · Actual +13% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

+13.1%

stock +13% · XLI +29%

Apr 5, 23

■ Neutral neutral · not a buy · 🎯$86

Price at call : $84.56 — gap to target +2%

Today : $116.16 — gap to target -26%

🎯 on MSM : 100% (1 call matured) · 📊 on Industry : 48% · +4.8% (279 calls)

in progress (365j)
matures : Apr 4, 24

Apr 5, 23

▲ Overweight · 🎯$100

Price at call : $84.56 — upside +18%

Today : $116.16 — upside -14%

Expected +18% · Actual +13% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 50% (4 calls matureds) · 📊 on Industry : 50% · +10.3% (70 calls)

+12.9%

stock +13% · XLI +27%

Apr 5, 23

■ Hold neutral · not a buy · 🎯$89

Price at call : $84.56 — gap to target +5%

Today : $116.16 — gap to target -23%

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

in progress (365j)
matures : Apr 4, 24

Apr 5, 23

▲ Outperform · 🎯$104

Price at call : $84.56 — upside +23%

Today : $116.16 — upside -10%

Expected +23% · Actual +13% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

+12.9%

stock +13% · XLI +27%

Oct 14, 22

▲ Overweight · 🎯$93

Price at call : $74.93 — upside +24%

Today : $116.16 — upside -20%

Expected +24% · Actual +39% · Reason (≥ +15%) : ✓ Yes

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

+39.0%

stock +39% · XLI +21%

Jun 30, 22

▲ Outperform · 🎯$100

Price at call : $75.11 — upside +33%

Today : $116.16 — upside -14%

Expected +33% · Actual +27% · Reason (≥ +15%) : ✓ Yes

🎯 on MSM : 67% (3 calls matureds) · 📊 on Industry : 52.4% · +5.7% (309 calls)

+26.9%

stock +27% · XLI +23%

William Blair ↗

Jun 30, 22

■ Market Perform neutral · not a buy

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 44.4% · +9.4% (36 calls)

in progress (365j)
matures : Jun 30, 23

Mar 31, 22

▲ Overweight · 🎯$100

Price at call : $85.21 — upside +17%

Today : $116.16 — upside -14%

Expected +17% · Actual -1% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

-1.4%

stock -1% · XLI -2%

Sep 27, 21

▲ Overweight · 🎯$91

Price at call : $81.65 — upside +11%

Today : $116.16 — upside -22%

Expected +11% · Actual -11% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

-11.4%

stock -11% · XLI -17%

Aug 3, 21

■ Hold neutral · not a buy · 🎯$92

Price at call : $88.21 — gap to target +4%

Today : $116.16 — gap to target -21%

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 53.2% · +5.8% (62 calls)

in progress (365j)
matures : Aug 3, 22

Jul 15, 21

■ Hold neutral · not a buy · 🎯$98

Price at call : $88.81 — gap to target +10%

Today : $116.16 — gap to target -16%

🎯 on MSM : no call matured yet · 📊 on Industry : 51.1% · +7.5% (221 calls)

in progress (365j)
matures : Jul 15, 22

Jul 9, 21

▲ Overweight · 🎯$115

Price at call : $91.85 — upside +25%

Today : $116.16 — upside -1%

Expected +25% · Actual -20% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 50% (4 calls matureds) · 📊 on Industry : 50% · +10.3% (70 calls)

-19.8%

stock -20% · XLI -16%

Jul 2, 21

■ Hold neutral · not a buy · 🎯$96

Price at call : $89.75 — gap to target +7%

Today : $116.16 — gap to target -17%

🎯 on MSM : no call matured yet · 📊 on Industry : 51.1% · +7.5% (221 calls)

in progress (365j)
matures : Jul 2, 22

May 3, 21

▲ Overweight · 🎯$102

Price at call : $92.19 — upside +11%

Today : $116.16 — upside -12%

Expected +11% · Actual -11% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 38% (8 calls matureds) · 📊 on Industry : 53.3% · +7.2% (428 calls)

-11.0%

stock -11% · XLI -7%

Apr 8, 21

■ Hold neutral · not a buy · 🎯$94

Price at call : $90 — gap to target +4%

Today : $116.16 — gap to target -19%

🎯 on MSM : no call matured yet · 📊 on Industry : 51.1% · +7.5% (221 calls)

in progress (365j)
matures : Apr 8, 22

William Blair ↗

Apr 8, 21

▲ Outperform

Actual -6% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 44.4% · +9.4% (36 calls)

-5.9%

stock -6% · XLI +0%

Wells Fargo ↗

Apr 8, 21

▲ Overweight · 🎯$105

Price at call : $90 — upside +17%

Today : $116.16 — upside -10%

Expected +17% · Actual -6% · Reason (≥ +15%) : ✗ No

🎯 on MSM : 0% (1 call matured) · 📊 on Industry : 48.8% · +5.0% (248 calls)

-5.9%

stock -6% · XLI +0%

Apr 5, 21

■ Hold neutral · not a buy · 🎯$89

Price at call : $91.74 — gap to target -3%

Today : $116.16 — gap to target -23%

🎯 on MSM : no call matured yet · 📊 on Industry : 51.1% · +7.5% (221 calls)

in progress (365j)
matures : Apr 5, 22