MSC Industrial Direct Company Inc (MSM)vsQXO, Inc. (QXO)
MSM
MSC Industrial Direct Company Inc
$91.90
+1.52%
INDUSTRIALS · Cap: $5.13B
QXO
QXO, Inc.
$20.46
+1.34%
INDUSTRIALS · Cap: $14.31B
Smart Verdict
WallStSmart Research — data-driven comparison
QXO, Inc. generates 80% more annual revenue ($6.84B vs $3.81B). MSM leads profitability with a 5.4% profit margin vs -4.1%. MSM appears more attractively valued with a PEG of 2.24. MSM earns a higher WallStSmart Score of 51/100 (C-).
MSM
Buy51
out of 100
Grade: C-
QXO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.8%
Fair Value
$94.25
Current Price
$91.90
$2.35 premium
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Revenue surging 147.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.0% revenue growth
5.4% margin — thin
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -3.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : MSM
The strongest argument for MSM centers on Altman Z-Score.
Bull Case : QXO
The strongest argument for QXO centers on Revenue Growth, Price/Book. Revenue growth of 147.3% demonstrates continued momentum.
Bear Case : MSM
The primary concerns for MSM are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : QXO
The primary concerns for QXO are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
MSM profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.42 — expect wider price swings.
QXO is growing revenue faster at 147.3% — sustainability is the question.
QXO generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
MSM scores higher overall (51/100 vs 48/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MSC Industrial Direct Company Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
MSC Industrial Direct Co., Inc., distributes metalworking and maintenance, repair and operations (MRO) products in the United States, Canada, Mexico, and the United Kingdom. The company is headquartered in Melville, New York.
QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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