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Side-by-side financial comparison of MSC INDUSTRIAL DIRECT CO INC (MSM) and RPM INTERNATIONAL INC (RPM). Click either name above to swap in a different company.
RPM INTERNATIONAL INC is the larger business by last-quarter revenue ($1.9B vs $965.7M, roughly 2.0× MSC INDUSTRIAL DIRECT CO INC). RPM INTERNATIONAL INC runs the higher net margin — 8.4% vs 5.4%, a 3.1% gap on every dollar of revenue. On growth, MSC INDUSTRIAL DIRECT CO INC posted the faster year-over-year revenue change (4.0% vs 3.5%). RPM INTERNATIONAL INC produced more free cash flow last quarter ($296.4M vs $7.4M). Over the past eight quarters, RPM INTERNATIONAL INC's revenue compounded faster (12.0% CAGR vs -3.4%).
MSC Industrial Direct Co., Inc (MSC), through its subsidiaries, primarily MSC Industrial Supply Co., is one of the largest industrial equipment distributors in the United States, distributing more than 1.5 million metalworking and other industrial products.
BVS Entertainment, Inc., formerly known as Saban Productions, Saban International and Saban Entertainment, is a subsidiary of the Walt Disney Company. Founded on April 24, 1980, as a music production company by Haim Saban and Shuki Levy, it slowly transitioned to or gravitated towards television production and distribution, where it is most known for producing and distributing children's programs for Fox Family/ABC Family and defunct channels Fox Kids and Jetix.
MSM vs RPM — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $965.7M | $1.9B |
| Net Profit | $51.8M | $161.2M |
| Gross Margin | 40.7% | 40.8% |
| Operating Margin | 7.9% | 11.0% |
| Net Margin | 5.4% | 8.4% |
| Revenue YoY | 4.0% | 3.5% |
| Net Profit YoY | 11.1% | -12.0% |
| EPS (diluted) | $0.93 | $1.26 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $965.7M | $1.9B | ||
| Q3 25 | $978.2M | $2.1B | ||
| Q2 25 | $971.1M | $2.1B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $928.5M | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $979.4M | $2.0B | ||
| Q1 24 | $935.3M | $1.5B |
| Q4 25 | $51.8M | $161.2M | ||
| Q3 25 | $56.5M | $227.6M | ||
| Q2 25 | $56.8M | $225.8M | ||
| Q1 25 | — | $52.0M | ||
| Q4 24 | $46.6M | $183.2M | ||
| Q3 24 | — | $227.7M | ||
| Q2 24 | $71.7M | $180.6M | ||
| Q1 24 | $61.8M | $61.2M |
| Q4 25 | 40.7% | 40.8% | ||
| Q3 25 | 40.4% | 42.3% | ||
| Q2 25 | 41.0% | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | 40.7% | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | 40.9% | 41.4% | ||
| Q1 24 | 41.5% | 39.9% |
| Q4 25 | 7.9% | 11.0% | ||
| Q3 25 | 8.6% | 14.1% | ||
| Q2 25 | 8.5% | 11.9% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | 7.8% | 11.5% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | 10.9% | 11.9% | ||
| Q1 24 | 9.7% | 5.5% |
| Q4 25 | 5.4% | 8.4% | ||
| Q3 25 | 5.8% | 10.8% | ||
| Q2 25 | 5.9% | 10.8% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | 5.0% | 9.9% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | 7.3% | 9.0% | ||
| Q1 24 | 6.6% | 4.0% |
| Q4 25 | $0.93 | $1.26 | ||
| Q3 25 | $1.02 | $1.77 | ||
| Q2 25 | $1.02 | $1.76 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | $0.83 | $1.42 | ||
| Q3 24 | — | $1.77 | ||
| Q2 24 | $1.27 | $1.40 | ||
| Q1 24 | $1.10 | $0.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.3M | $316.6M |
| Total DebtLower is stronger | $214.1M | $2.5B |
| Stockholders' EquityBook value | $1.4B | $3.1B |
| Total Assets | $2.5B | $7.9B |
| Debt / EquityLower = less leverage | 0.16× | 0.80× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.3M | $316.6M | ||
| Q3 25 | $56.2M | $297.1M | ||
| Q2 25 | $71.7M | $302.1M | ||
| Q1 25 | — | $241.9M | ||
| Q4 24 | $57.3M | $268.7M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | $25.9M | $237.4M | ||
| Q1 24 | $22.2M | $248.9M |
| Q4 25 | $214.1M | $2.5B | ||
| Q3 25 | $168.8M | $2.7B | ||
| Q2 25 | $285.0M | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $289.9M | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $299.8M | $2.0B | ||
| Q1 24 | $294.5M | $2.2B |
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.1B | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $1.4B | $2.7B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $1.4B | $2.5B | ||
| Q1 24 | $1.4B | $2.3B |
| Q4 25 | $2.5B | $7.9B | ||
| Q3 25 | $2.5B | $7.9B | ||
| Q2 25 | $2.5B | $7.8B | ||
| Q1 25 | — | $6.6B | ||
| Q4 24 | $2.5B | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | $2.5B | $6.6B | ||
| Q1 24 | $2.5B | $6.4B |
| Q4 25 | 0.16× | 0.80× | ||
| Q3 25 | 0.12× | 0.87× | ||
| Q2 25 | 0.21× | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.21× | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | 0.21× | 0.79× | ||
| Q1 24 | 0.21× | 0.93× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $29.4M | $345.7M |
| Free Cash FlowOCF − Capex | $7.4M | $296.4M |
| FCF MarginFCF / Revenue | 0.8% | 15.5% |
| Capex IntensityCapex / Revenue | 2.3% | 2.6% |
| Cash ConversionOCF / Net Profit | 0.57× | 2.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $582.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.4M | $345.7M | ||
| Q3 25 | — | $237.5M | ||
| Q2 25 | $151.6M | $149.2M | ||
| Q1 25 | — | $91.5M | ||
| Q4 24 | $101.9M | $279.4M | ||
| Q3 24 | — | $248.1M | ||
| Q2 24 | $143.5M | $181.2M | ||
| Q1 24 | $78.7M | $173.4M |
| Q4 25 | $7.4M | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | $100.7M | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | $81.7M | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | $114.0M | $105.3M | ||
| Q1 24 | $53.4M | $124.6M |
| Q4 25 | 0.8% | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 10.4% | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | 8.8% | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | 11.6% | 5.2% | ||
| Q1 24 | 5.7% | 8.2% |
| Q4 25 | 2.3% | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | 5.2% | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | 2.2% | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | 3.0% | 3.8% | ||
| Q1 24 | 2.7% | 3.2% |
| Q4 25 | 0.57× | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | 2.67× | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | 2.18× | 1.53× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | 2.00× | 1.00× | ||
| Q1 24 | 1.27× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MSM
Segment breakdown not available.
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
