vs
Side-by-side financial comparison of MSC INDUSTRIAL DIRECT CO INC (MSM) and Verisk Analytics (VRSK). Click either name above to swap in a different company.
MSC INDUSTRIAL DIRECT CO INC is the larger business by last-quarter revenue ($965.7M vs $778.8M, roughly 1.2× Verisk Analytics). Verisk Analytics runs the higher net margin — 25.3% vs 5.4%, a 20.0% gap on every dollar of revenue. On growth, Verisk Analytics posted the faster year-over-year revenue change (5.9% vs 4.0%). Verisk Analytics produced more free cash flow last quarter ($276.1M vs $7.4M). Over the past eight quarters, Verisk Analytics's revenue compounded faster (5.2% 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.
Verisk AnalyticsVRSKEarnings & Financial Report
Verisk Analytics, Inc. is an American multinational data analytics and risk assessment firm based in Jersey City, New Jersey, with clients in insurance, government, and risk management sectors. The company uses proprietary data sets and industry expertise to provide predictive analytics and decision support consultations in areas including fraud prevention, actuarial science, insurance coverage, fire protection, catastrophe and weather risk, and data management.
MSM vs VRSK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $965.7M | $778.8M |
| Net Profit | $51.8M | $197.2M |
| Gross Margin | 40.7% | 69.7% |
| Operating Margin | 7.9% | 40.3% |
| Net Margin | 5.4% | 25.3% |
| Revenue YoY | 4.0% | 5.9% |
| Net Profit YoY | 11.1% | -6.3% |
| EPS (diluted) | $0.93 | $1.41 |
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 | $778.8M | ||
| Q3 25 | $978.2M | $768.3M | ||
| Q2 25 | $971.1M | $772.6M | ||
| Q1 25 | — | $753.0M | ||
| Q4 24 | $928.5M | $735.6M | ||
| Q3 24 | — | $725.3M | ||
| Q2 24 | $979.4M | $716.8M | ||
| Q1 24 | $935.3M | $704.0M |
| Q4 25 | $51.8M | $197.2M | ||
| Q3 25 | $56.5M | $225.5M | ||
| Q2 25 | $56.8M | $253.3M | ||
| Q1 25 | — | $232.3M | ||
| Q4 24 | $46.6M | $210.4M | ||
| Q3 24 | — | $220.1M | ||
| Q2 24 | $71.7M | $308.1M | ||
| Q1 24 | $61.8M | $219.6M |
| Q4 25 | 40.7% | 69.7% | ||
| Q3 25 | 40.4% | 70.1% | ||
| Q2 25 | 41.0% | 70.3% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | 40.7% | 68.7% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | 40.9% | 69.4% | ||
| Q1 24 | 41.5% | 67.6% |
| Q4 25 | 7.9% | 40.3% | ||
| Q3 25 | 8.6% | 45.0% | ||
| Q2 25 | 8.5% | 45.9% | ||
| Q1 25 | — | 43.8% | ||
| Q4 24 | 7.8% | 43.0% | ||
| Q3 24 | — | 42.9% | ||
| Q2 24 | 10.9% | 44.5% | ||
| Q1 24 | 9.7% | 43.7% |
| Q4 25 | 5.4% | 25.3% | ||
| Q3 25 | 5.8% | 29.4% | ||
| Q2 25 | 5.9% | 32.8% | ||
| Q1 25 | — | 30.8% | ||
| Q4 24 | 5.0% | 28.6% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | 7.3% | 43.0% | ||
| Q1 24 | 6.6% | 31.2% |
| Q4 25 | $0.93 | $1.41 | ||
| Q3 25 | $1.02 | $1.61 | ||
| Q2 25 | $1.02 | $1.81 | ||
| Q1 25 | — | $1.65 | ||
| Q4 24 | $0.83 | $1.50 | ||
| Q3 24 | — | $1.54 | ||
| Q2 24 | $1.27 | $2.15 | ||
| Q1 24 | $1.10 | $1.52 |
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 | $2.2B |
| Total DebtLower is stronger | $214.1M | $3.2B |
| Stockholders' EquityBook value | $1.4B | $309.0M |
| Total Assets | $2.5B | $6.2B |
| Debt / EquityLower = less leverage | 0.16× | 10.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.3M | $2.2B | ||
| Q3 25 | $56.2M | $2.1B | ||
| Q2 25 | $71.7M | $628.7M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $57.3M | $291.2M | ||
| Q3 24 | — | $458.0M | ||
| Q2 24 | $25.9M | $632.1M | ||
| Q1 24 | $22.2M | $352.4M |
| Q4 25 | $214.1M | $3.2B | ||
| Q3 25 | $168.8M | $3.2B | ||
| Q2 25 | $285.0M | $3.2B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $289.9M | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | $299.8M | $2.6B | ||
| Q1 24 | $294.5M | $2.9B |
| Q4 25 | $1.4B | $309.0M | ||
| Q3 25 | $1.4B | $376.7M | ||
| Q2 25 | $1.4B | $311.7M | ||
| Q1 25 | — | $123.0M | ||
| Q4 24 | $1.4B | $100.1M | ||
| Q3 24 | — | $299.6M | ||
| Q2 24 | $1.4B | $430.3M | ||
| Q1 24 | $1.4B | $282.2M |
| Q4 25 | $2.5B | $6.2B | ||
| Q3 25 | $2.5B | $6.2B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $2.5B | $4.3B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $2.5B | $4.8B | ||
| Q1 24 | $2.5B | $4.5B |
| Q4 25 | 0.16× | 10.45× | ||
| Q3 25 | 0.12× | 8.57× | ||
| Q2 25 | 0.21× | 10.37× | ||
| Q1 25 | — | 26.30× | ||
| Q4 24 | 0.21× | 25.44× | ||
| Q3 24 | — | 8.50× | ||
| Q2 24 | 0.21× | 5.93× | ||
| Q1 24 | 0.21× | 10.14× |
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 | $343.3M |
| Free Cash FlowOCF − Capex | $7.4M | $276.1M |
| FCF MarginFCF / Revenue | 0.8% | 35.5% |
| Capex IntensityCapex / Revenue | 2.3% | 8.6% |
| Cash ConversionOCF / Net Profit | 0.57× | 1.74× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.4M | $343.3M | ||
| Q3 25 | — | $403.5M | ||
| Q2 25 | $151.6M | $244.5M | ||
| Q1 25 | — | $444.7M | ||
| Q4 24 | $101.9M | $263.9M | ||
| Q3 24 | — | $296.2M | ||
| Q2 24 | $143.5M | $211.7M | ||
| Q1 24 | $78.7M | $372.2M |
| Q4 25 | $7.4M | $276.1M | ||
| Q3 25 | — | $336.1M | ||
| Q2 25 | $100.7M | $188.7M | ||
| Q1 25 | — | $391.0M | ||
| Q4 24 | $81.7M | $208.5M | ||
| Q3 24 | — | $240.7M | ||
| Q2 24 | $114.0M | $153.9M | ||
| Q1 24 | $53.4M | $317.0M |
| Q4 25 | 0.8% | 35.5% | ||
| Q3 25 | — | 43.7% | ||
| Q2 25 | 10.4% | 24.4% | ||
| Q1 25 | — | 51.9% | ||
| Q4 24 | 8.8% | 28.3% | ||
| Q3 24 | — | 33.2% | ||
| Q2 24 | 11.6% | 21.5% | ||
| Q1 24 | 5.7% | 45.0% |
| Q4 25 | 2.3% | 8.6% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | 5.2% | 7.2% | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | 2.2% | 7.5% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | 3.0% | 8.1% | ||
| Q1 24 | 2.7% | 7.8% |
| Q4 25 | 0.57× | 1.74× | ||
| Q3 25 | — | 1.79× | ||
| Q2 25 | 2.67× | 0.97× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | 2.18× | 1.25× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | 2.00× | 0.69× | ||
| Q1 24 | 1.27× | 1.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
