MSC Industrial Direct Co (STU:98M) Cyclically Adjusted PB Ratio: (As of Sep. 20, 2026)

Author: Vera Yuan Vera Yuan
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Director of Data and Quant Analytics at GuruFocus
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STU:98M MSC Industrial Direct Co Inc STU:98M
78 GF Score
Price €106.20
GF Value €80.71
Valuation Significantly Overvalued
! 8 Warning Signs
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What is MSC Industrial Direct Co Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


MSC Industrial Direct Co  (STU:98M) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


MSC Industrial Direct Co Cyclically Adjusted PB Ratio Related Terms


MSC Industrial Direct Co Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for MSC Industrial Direct Co's Cyclically Adjusted PB Ratio 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 PB Ratio Chart

MSC Industrial Direct Co Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.45 3.48 3.89 2.97 3.11

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 PB Ratio 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 2.86 3.06 3.05 3.15 3.67

STU:98M vs POOL, XMTR, CNM: Cyclically Adjusted PB Ratio 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.


STU:98M
78GF Score
MSC Industrial Direct Co Inc STU:98M
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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MSC Industrial Direct Co Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

MSC Industrial Direct Co's Cyclically Adjusted Book per Share for the quarter that ended in May. 2026 is calculated as:

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)
=21.78/335.1230*335.1230
=21.780

Current CPI (May. 2026) = 335.1230.

MSC Industrial Direct Co Quarterly Data

Book Value per Share CPI Adj_Book
201608 17.430 240.849 24.253
201611 18.856 241.353 26.182
201702 19.519 243.603 26.852
201705 19.096 244.733 26.149
201708 18.274 245.519 24.943
201711 18.718 246.669 25.430
201802 19.539 248.991 26.298
201805 21.196 251.588 28.234
201808 21.331 252.146 28.351
201811 21.965 252.038 29.206
201902 22.378 252.776 29.668
201905 23.635 256.092 30.929
201908 24.401 256.558 31.873
201911 24.830 257.208 32.352
202002 20.693 258.678 26.808
202005 21.032 256.394 27.490
202008 19.857 259.918 25.602
202011 16.938 260.229 21.813
202102 16.479 263.014 20.997
202105 16.922 269.195 21.066
202108 17.743 273.567 21.735
202111 19.016 277.948 22.928
202202 19.696 283.716 23.265
202205 21.809 292.296 25.004
202208 24.247 296.171 27.436
202211 24.265 297.711 27.314
202302 24.184 300.840 26.940
202305 25.144 304.127 27.707
202308 24.779 307.026 27.047
202311 22.717 307.051 24.794
202402 23.036 310.326 24.877
202405 23.212 314.069 24.768
202408 22.646 314.796 24.108
202411 23.434 315.493 24.892
202502 23.525 319.082 24.708
202505 21.763 321.465 22.688
202508 21.385 323.976 22.121
202511 21.357 324.122 22.082
202602 21.013 326.785 21.549
202605 21.780 335.123 21.780

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

Is MSC Industrial Direct Co (STU:98M) Overvalued in 2026?

Based on GuruFocus' analysis, MSC Industrial Direct Co stock appears to be overvalued. The current stock price of €106.20 is trading 31.6% above its estimated GF Value™ of €80.71. GuruFocus considers MSC Industrial Direct Co to be Significantly Overvalued.

Key valuation signals for STU:98M:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: €80.71 vs. price of €106.20 (31.6% above fair value)
  • GF Score™: 78/100 with 8 warning signs

No single metric tells the full story. See the STU:98M stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


MSC Industrial Direct Co Business Description

Other Exchanges MSM:USA
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.
78GF Score

Get the complete analysis for STU:98M

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

€106.20
Price
€80.71
GF Value