MSM (MSC Industrial Direct Co) Cyclically Adjusted Book per Share: $28.51 (As of May. 2026)

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MSM MSC Industrial Direct Co Inc MSM
81 GF Score
Price $123.82
GF Value $90.99
Valuation Significantly Overvalued
! 8 Warning Signs
View Full Analysis

What is MSC Industrial Direct Co Cyclically Adjusted Book per Share?

MSC Industrial Direct Co MSM +2.09% 81 Cyclically Adjusted Book per Share is $28.51 as of May. 2026. GuruFocus rates MSM with a GF Score™ of 81/100 and a GF Value™ of $90.99 (Significantly Overvalued). The stock has 8 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

MSC Industrial Direct Co's adjusted book value per share for the three months ended in May. 2026 was $25.417. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is $28.51 for the trailing ten years ended in May. 2026.

During the past 12 months, MSC Industrial Direct Co's average Cyclically Adjusted Book Growth Rate was 2.20% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 1.90% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was 3.90% per year. During the past 10 years, the average Cyclically Adjusted Book Growth Rate was 5.80% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of MSC Industrial Direct Co was 10.10% per year. The lowest was 1.90% per year. And the median was 7.35% per year.

As of today (2026-08-16), MSC Industrial Direct Co's current stock price is $123.82. MSC Industrial Direct Co's Cyclically Adjusted Book per Share for the quarter that ended in May. 2026 was $28.51. MSC Industrial Direct Co's Cyclically Adjusted PB Ratio of today is 4.34.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of MSC Industrial Direct Co was 5.83. The lowest was 2.12. And the median was 3.43.


MSC Industrial Direct Co  (NYSE:MSM) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

MSC Industrial Direct Co's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=123.82/28.51
=4.34

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of MSC Industrial Direct Co was 5.83. The lowest was 2.12. And the median was 3.43.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


MSC Industrial Direct Co Cyclically Adjusted Book per Share Related Terms


MSC Industrial Direct Co Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for MSC Industrial Direct Co's Cyclically Adjusted Book per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MSC Industrial Direct Co Cyclically Adjusted Book per Share Chart

MSC Industrial Direct Co Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.44 26.49 27.33 27.57 28.01

MSC Industrial Direct Co Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
Cyclically Adjusted Book per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 27.90 28.01 27.88 27.96 28.51

MSM vs POOL, CNM, REZI: Cyclically Adjusted Book per Share Comparison

For the Industrial Distribution subindustry, MSC Industrial Direct Co's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


MSC Industrial Direct Co Cyclically Adjusted PB Ratio vs Industrial Distribution Industry

For the Industrial Distribution industry and Industrials sector, MSC Industrial Direct Co's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where MSC Industrial Direct Co's Cyclically Adjusted PB Ratio falls into.


MSM
81GF Score
MSC Industrial Direct Co Inc MSM
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

MSC Industrial Direct Co Cyclically Adjusted Book per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, MSC Industrial Direct Co's adjusted Book Value per Share data for the three months ended in May. 2026 was:

Adj_Book= Book Value per Share /CPI of May. 2026 (Change)*Current CPI (May. 2026)
=25.417/335.1230*335.1230
=25.417

Current CPI (May. 2026) = 335.1230.

MSC Industrial Direct Co Quarterly Data

Book Value per Share CPI Adj_Book
201608 19.412 240.849 27.010
201611 20.002 241.353 27.773
201702 20.741 243.603 28.533
201705 21.474 244.733 29.405
201708 21.725 245.519 29.654
201711 22.319 246.669 30.322
201802 23.831 248.991 32.075
201805 24.742 251.588 32.957
201808 24.818 252.146 32.985
201811 24.870 252.038 33.068
201902 25.381 252.776 33.649
201905 26.239 256.092 34.336
201908 26.775 256.558 34.974
201911 27.278 257.208 35.541
202002 22.631 258.678 29.319
202005 23.298 256.394 30.452
202008 23.647 259.918 30.489
202011 19.702 260.229 25.372
202102 19.888 263.014 25.341
202105 20.560 269.195 25.595
202108 20.747 273.567 25.415
202111 21.220 277.948 25.585
202202 21.920 283.716 25.892
202205 23.152 292.296 26.544
202208 24.170 296.171 27.349
202211 24.768 297.711 27.880
202302 25.414 300.840 28.310
202305 26.569 304.127 29.277
202308 26.653 307.026 29.092
202311 24.554 307.051 26.799
202402 24.698 310.326 26.672
202405 24.974 314.069 26.648
202408 24.897 314.796 26.505
202411 24.603 315.493 26.134
202502 24.321 319.082 25.544
202505 24.554 321.465 25.597
202508 24.883 323.976 25.739
202511 24.756 324.122 25.596
202602 24.781 326.785 25.413
202605 25.417 335.123 25.417

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of $28.51 mean?
MSC Industrial Direct Co (MSM) has a Cyclically Adjusted Book per Share of $28.51 as of May. 2026. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on MSC Industrial Direct Co and its competitors.
Is MSC Industrial Direct Co's Cyclically Adjusted Book per Share too high?
MSC Industrial Direct Co's current Cyclically Adjusted Book per Share is $28.51. Overall, MSC Industrial Direct Co has a GF Score™ of 81/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does MSC Industrial Direct Co's Cyclically Adjusted Book per Share compare to POOL and CNM?
MSC Industrial Direct Co's Cyclically Adjusted Book per Share of $28.51 can be compared against companies in the Industrial Distribution industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Book per Share for an Industrial Distribution company?
A good Cyclically Adjusted Book per Share depends on the Industrial Distribution industry context. However, Cyclically Adjusted Book per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on MSC Industrial Direct Co and its competitors. MSC Industrial Direct Co's current Cyclically Adjusted Book per Share is $28.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MSC Industrial Direct Co stock overvalued right now?
Based on GuruFocus' analysis, MSC Industrial Direct Co (MSM) is currently considered Significantly Overvalued. The stock's GF Value™ is $90.99, compared to a current price of $123.82 — trading 36.1% above its estimated fair value. The current Cyclically Adjusted Book per Share is $28.51. MSC Industrial Direct Co's overall GF Score™ is 81/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For MSC Industrial Direct Co (MSM), the current Cyclically Adjusted Book per Share is $28.51 as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is MSC Industrial Direct Co (MSM) Overvalued in 2026?

Based on GuruFocus' analysis, MSC Industrial Direct Co stock appears to be overvalued. The current stock price of $123.82 is trading 36.1% above its estimated GF Value™ of $90.99. GuruFocus considers MSC Industrial Direct Co to be Significantly Overvalued.

Key valuation signals for MSM:

  • Cyclically Adjusted Book per Share: $28.51
  • GF Value™: $90.99 vs. price of $123.82 (36.1% above fair value)
  • GF Score™: 81/100 with 8 warning signs

No single metric tells the full story. See the MSM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


MSC Industrial Direct Co Business Description

Other Exchanges 98M:Germany
Address 515 Broadhollow Road, Suite 1000, Melville, NY, USA, 11747
Founded in 1941, MSC Industrial Direct originally manufactured and sold cutting tools to metalworking shops in New York. Through a series of acquisitions and organic expansions, MSC has grown into an industrial distribution powerhouse with a focus on specialized metalworking products and services. The firm also distributes a wide breadth of maintenance, repair, and operations supplies. MSC primarily operates in North America, where it derives over 95% of its revenue.
81GF Score

Get the complete analysis for MSM

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$123.82
Price
$90.99
GF Value