WallStSmart

MSC Industrial Direct Company Inc (MSM)vsRTX Corporation (RTX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RTX Corporation generates 2212% more annual revenue ($90.37B vs $3.91B). RTX leads profitability with a 8.0% profit margin vs 5.9%. MSM appears more attractively valued with a PEG of 2.55. MSM earns a higher WallStSmart Score of 61/100 (C+).

MSM

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 4.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.19

RTX

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 3.7Quality: 6.0
Piotroski: 6/9Altman Z: 1.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MSMUndervalued (+1.3%)

Margin of Safety

+1.3%

Fair Value

$96.26

Current Price

$120.97

$24.71 discount

UndervaluedFair: $96.26Overvalued

Intrinsic value data unavailable for RTX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MSM2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.1910/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
41.1%8/10

Earnings expanding 41.1% YoY

RTX3 strengths · Avg: 8.7/10
Market CapQuality
$262.44B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
32.5%8/10

Earnings expanding 32.5% YoY

Free Cash FlowQuality
$3.59B8/10

Generating 3.6B in free cash flow

Areas to Watch

MSM4 concerns · Avg: 3.0/10
P/E RatioValuation
30.0x4/10

Moderate valuation

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.552/10

Expensive relative to growth rate

RTX3 concerns · Avg: 3.3/10
P/E RatioValuation
36.4x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.584/10

Distress zone — elevated risk

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : MSM

The strongest argument for MSM centers on Altman Z-Score, EPS Growth.

Bull Case : RTX

The strongest argument for RTX centers on Market Cap, EPS Growth, Free Cash Flow.

Bear Case : MSM

The primary concerns for MSM are P/E Ratio, Profit Margin, Piotroski F-Score.

Bear Case : RTX

The primary concerns for RTX are P/E Ratio, Altman Z-Score, PEG Ratio.

Key Dynamics to Monitor

MSM carries more volatility with a beta of 0.81 — expect wider price swings.

RTX is growing revenue faster at 8.7% — sustainability is the question.

RTX generates stronger free cash flow (3.6B), providing more financial flexibility.

Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MSM scores higher overall (61/100 vs 59/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

MSC Industrial Direct Company Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

MSC Industrial Direct Co., Inc., distributes metalworking and maintenance, repair and operations (MRO) products in the United States, Canada, Mexico, and the United Kingdom. The company is headquartered in Melville, New York.

RTX Corporation

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Raytheon Technologies Corporation is an American multinational aerospace and defense conglomerate headquartered in Waltham, Massachusetts. It is one of the largest aerospace, intelligence services providers, and defense manufacturers in the world by revenue and market capitalization. Raytheon Technologies (RTX) researches, develops, and manufactures advanced technology products in the aerospace and defense industry, including aircraft engines, avionics, aerostructures, cybersecurity, guided missiles, air defense systems, satellites, and drones.

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