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Side-by-side financial comparison of MSC INDUSTRIAL DIRECT CO INC (MSM) and WEIBO Corp (WB). Click either name above to swap in a different company.
WEIBO Corp is the larger business by last-quarter revenue ($1.3B vs $965.7M, roughly 1.3× MSC INDUSTRIAL DIRECT CO INC). WEIBO Corp runs the higher net margin — 35.7% vs 5.4%, a 30.3% gap on every dollar of revenue. Over the past eight quarters, WEIBO Corp's revenue compounded faster (22.6% 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.
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
MSM vs WB — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $965.7M | $1.3B |
| Net Profit | $51.8M | $458.3M |
| Gross Margin | 40.7% | — |
| Operating Margin | 7.9% | 29.1% |
| Net Margin | 5.4% | 35.7% |
| Revenue YoY | 4.0% | — |
| Net Profit YoY | 11.1% | — |
| EPS (diluted) | $0.93 | — |
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 | — | ||
| Q3 25 | $978.2M | $1.3B | ||
| Q2 25 | $971.1M | $841.7M | ||
| Q1 25 | — | $396.9M | ||
| Q4 24 | $928.5M | — | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $979.4M | $833.4M | ||
| Q1 24 | $935.3M | $395.5M |
| Q4 25 | $51.8M | — | ||
| Q3 25 | $56.5M | $458.3M | ||
| Q2 25 | $56.8M | $234.8M | ||
| Q1 25 | — | $108.1M | ||
| Q4 24 | $46.6M | — | ||
| Q3 24 | — | $297.4M | ||
| Q2 24 | $71.7M | $164.6M | ||
| Q1 24 | $61.8M | $51.1M |
| Q4 25 | 40.7% | — | ||
| Q3 25 | 40.4% | — | ||
| Q2 25 | 41.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 40.9% | — | ||
| Q1 24 | 41.5% | — |
| Q4 25 | 7.9% | — | ||
| Q3 25 | 8.6% | 29.1% | ||
| Q2 25 | 8.5% | 30.4% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | — | 29.0% | ||
| Q2 24 | 10.9% | 28.2% | ||
| Q1 24 | 9.7% | 25.2% |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.8% | 35.7% | ||
| Q2 25 | 5.9% | 27.9% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | 7.3% | 19.8% | ||
| Q1 24 | 6.6% | 12.9% |
| Q4 25 | $0.93 | — | ||
| Q3 25 | $1.02 | — | ||
| Q2 25 | $1.02 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0.83 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.27 | — | ||
| Q1 24 | $1.10 | — |
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 | $1.1B |
| Total DebtLower is stronger | $214.1M | — |
| Stockholders' EquityBook value | $1.4B | $3.9B |
| Total Assets | $2.5B | $6.9B |
| Debt / EquityLower = less leverage | 0.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.3M | — | ||
| Q3 25 | $56.2M | $1.1B | ||
| Q2 25 | $71.7M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $57.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $25.9M | $1.9B | ||
| Q1 24 | $22.2M | $2.1B |
| Q4 25 | $214.1M | — | ||
| Q3 25 | $168.8M | — | ||
| Q2 25 | $285.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $289.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $299.8M | — | ||
| Q1 24 | $294.5M | — |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.4B | $3.4B | ||
| Q1 24 | $1.4B | $3.3B |
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | $6.9B | ||
| Q2 25 | $2.5B | $6.5B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $2.5B | $7.1B | ||
| Q1 24 | $2.5B | $7.3B |
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.21× | — |
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 | — |
| Free Cash FlowOCF − Capex | $7.4M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 0.57× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $151.6M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $101.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $143.5M | — | ||
| Q1 24 | $78.7M | — |
| Q4 25 | $7.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $100.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $81.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $114.0M | — | ||
| Q1 24 | $53.4M | — |
| Q4 25 | 0.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 10.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 11.6% | — | ||
| Q1 24 | 5.7% | — |
| Q4 25 | 2.3% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 2.7% | — |
| Q4 25 | 0.57× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.67× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.18× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.00× | — | ||
| Q1 24 | 1.27× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MSM
Segment breakdown not available.
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
