MSC Industrial Direct Co vs Siteone Landscape Supply
Siteone Landscape Supply is the larger business, with $4.70bn of revenue in fiscal 2025 against $4.01bn for MSC Industrial Direct Co (1.2 times as much). MSC Industrial Direct Co grew faster (6.4% against 3.6%). MSC Industrial Direct Co kept more of each dollar of sales as profit: a net margin of 5.6% against 3.2%. Siteone Landscape Supply carries less debt relative to equity (23.5% against 33.5%).
| Latest fiscal year | MSC Industrial Direct CoMSM, 2026 | Siteone Landscape SupplySITE, 2025 |
|---|---|---|
| Revenue | $4.01bn | $4.70bn |
| Revenue growth | 6.4% | 3.6% |
| Net income | $223m | $152m |
| Operating margin | 8.0% | 5.1% |
| Net margin | 5.6% | 3.2% |
| Return on equity | 15.8% | 9.4% |
| Free cash flow | $225m | $247m |
| Cash | $65.0m | $191m |
| Total debt | $477m | $389m |
| Debt to equity | 33.5% | 23.5% |
| Dividend per share | — | — |
| Dividend yield | 2.9% | — |
| Share buybacks | $14.0m | $98.3m |
| Employees | 7,028 | 7,800 |
| Market value | $6.75bn | $4.81bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 70 (Strong) | 51 (Moderate) |
| Insider trades, 12 months | 9 buys, 1 sales | 4 buys, 4 sales |