Herc Holdings vs MSC Industrial Direct Co
Herc Holdings and MSC Industrial Direct Co are similar in size: $4.38bn and $4.01bn of revenue in their latest fiscal years. Herc Holdings grew faster (22.6% against 6.4%). MSC Industrial Direct Co kept more of each dollar of sales as profit: a net margin of 5.6% against 0.0%.
| Latest fiscal year | Herc HoldingsHRI, 2025 | MSC Industrial Direct CoMSM, 2026 |
|---|---|---|
| Revenue | $4.38bn | $4.01bn |
| Revenue growth | 22.6% | 6.4% |
| Net income | $1.0m | $223m |
| Operating margin | — | 8.0% |
| Net margin | 0.0% | 5.6% |
| Return on equity | 0.1% | 15.8% |
| Free cash flow | $928m | $225m |
| Cash | $52.0m | $65.0m |
| Total debt | $8.05bn | $477m |
| Debt to equity | — | 33.5% |
| Dividend per share | $2.80 | — |
| Dividend yield | 1.7% | 2.9% |
| Share buybacks | $0 | $14.0m |
| Employees | — | 7,028 |
| Market value | $5.66bn | $6.75bn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 39 (Weak) | 70 (Strong) |
| Insider trades, 12 months | 2 buys, 0 sales | 9 buys, 1 sales |