MSA Safety (MSA)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-10-30
$178.57-0.33%
Close 2026-10-30 · 1-day change
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-10-30
Research Workspace
Put MSA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain revenue growth near 7% or higher: Comparison needs review.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMSA’s case rests on steady safety-product demand sustaining revenue growth near 7% or higher. Revenue growth slowed from 10% to 6%, although Q2 FY2026 earnings beat consensus by 12.1%. MSA trades at 21× P/E versus a 23× peer median and its 21× historical multiple. The price reflects less growth than our forecast, even though recent revenue growth has slowed. The specific risk is an unverified comparison against the revenue-growth pillar near 7%. A next-quarter earnings miss has a 23% model probability. Peer multiples imply a price about 18% below where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. MSA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering MSA (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare MSA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MSA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Office Services & Supplies — fair value, gap to price, and forward P/E.
Compare the value case
Put MSA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain strong financial performance and earnings growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
New utility contract supports product demand and earnings growth, but disclosed details suggest incremental impact.
New product launch supports growth objectives.
New product enhances growth potential and market position.
New product enhances growth potential and market position.
Chairman's share sale raises concerns about confidence in the company.
Advances: Acquisition of Autronica Buyer Norway AS
New technologies enhance growth potential and align with objectives.