Dividend compounder review

MSM

MSC Industrial Direct Company Inc · NYSE · US

Industrials · Industrial Distribution

Score71.50/100
Confidence100.00/100
DecisionReject
RatingAcceptable, Needs Review
Scoring

Quality breakdown

Dividend Reliability 13.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 13.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 21.5 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 9.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 15.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years23
Dividend Yield3.01%
Payout Ratio92.5%
Dividend Cut 5YYes
Net Income$199.3M
Free Cash Flow$240.9M
FCF Covers DividendYes
Debt / Equity0.40
P/E31.4
Revenue Growth 5Y3.4%
Net Margin5.4%
ROE15.0%
Price vs Trend25.2%
3Y Return36.4%
5Y Return56.9%
CurrencyUSD
Warnings

Review flags

Dividend cut or material annual decrease detected in the last five completed years.
Payout ratio is elevated at 92.5%.
Dividend diary

Activity record

MSM dividend review warning Warning · Warning

Payout ratio is elevated at 92.5%.

MSM dividend payment 0.87 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.87 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.87 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

Dividend increased 5.1% Dividend Increase · Positive

Payment changed from 0.79 to 0.83.

MSM dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

MSM dividend payment 0.79 USD Dividend Payment · Info

Recorded dividend payment for MSC Industrial Direct Company Inc.

Dividend increased 5.3% Dividend Increase · Positive

Payment changed from 0.75 to 0.79.

Dividend cut -78.6% Dividend Cut · Negative

Payment changed from 3.5 to 0.75.

Dividend increased 366.7% Dividend Increase · Positive

Payment changed from 0.75 to 3.5.

Dividend cut -87.0% Dividend Cut · Negative

Payment changed from 5.75 to 0.75.

Dividend increased 666.7% Dividend Increase · Positive

Payment changed from 0.75 to 5.75.