MSA Stock Analysis: MSA Safety | NYSE
Security & Protection Services | NYSE, USA | Market Cap: 6.605m USD | 12M Return: -2.8% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 57.9M
EPS Trend: 94.7%
Qual. Beats: 2
Rev. Trend: 91.1%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
MSA Safety Incorporated (NYSE: MSA) is a U.S.-based manufacturer of worker and facility safety products, founded in 1914 and headquartered in Cranberry Township, Pennsylvania. Its portfolio spans breathing apparatus, firefighter helmets and apparel, fixed and portable gas/flame detection systems, industrial head and eye/face protection, fall protection equipment, air-purifying respirators, and gas masks, sold under the V-Gard, Cairns, and Gallet brands. The company serves end markets including fire service, energy, utilities, construction, industrial manufacturing, and HVAC&R, reaching customers through both direct sales and a distributor network.
The business operates within the broader personal protective equipment (PPE) and industrial safety sector, where demand is largely driven by occupational health and safety regulations and the operational needs of hazardous-work industries. As a mid-cap industrial manufacturer with a global customer base, MSA combines a diversified product mix with a hybrid go-to-market model that pairs direct relationships with key end-users for distribution leverage across fragmented regional markets.
- Fire service spending lifts self-contained breathing apparatus sales
- Energy sector capex drives fixed gas detection growth
- Construction cycle expansion fuels fall protection equipment demand
| Net Income: 290.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.12 > 0.02 and ΔFCF/TA 0.73 > 1.0 |
| NWC/Revenue: 31.84% < 20% (prev 29.88%; Δ 1.96% < -1%) |
| CFO/TA 0.15 > 3% & CFO 377.7m > Net Income 290.6m |
| Net Debt (523.4m) to EBITDA (491.6m): 1.06 < 3 |
| Current Ratio: 3.17 > 1.5 & < 3 |
| Outstanding Shares: last quarter (39.0m) vs 12m ago -1.30% < -2% |
| Gross Margin: 46.80% > 18% (prev 47.26%; Δ -0.45% > 0.5%) |
| Asset Turnover: 79.88% > 50% (prev 81.23%; Δ -1.35% > 0%) |
| Interest Coverage Ratio: 12.79 > 6 (EBIT TTM 417.9m / Interest Expense TTM 32.7m) |
| A: 0.24 (Total Current Assets 891.7m - Total Current Liabilities 281.3m) / Total Assets 2.56b |
| B: 0.62 (Retained Earnings 1.60b / Total Assets 2.56b) |
| C: 0.17 (EBIT TTM 417.9m / Avg Total Assets 2.40b) |
| D: 1.12 (Book Value of Equity 1.36b / Total Liabilities 1.21b) |
| Altman-Z'' = 5.94 = AAA |
| DSRI: 1.05 (Receivables 325.0m/294.4m, Revenue 1.92b/1.82b) |
| GMI: 1.01 (GM 47.26% / 46.80%) |
| AQI: 1.02 (AQ_t 0.52 / AQ_t-1 0.51) |
| SGI: 1.06 (Revenue 1.92b / 1.82b) |
| TATA: -0.03 (NI 290.6m - CFO 377.7m) / TA 2.56b) |
| Beneish M = -2.93 (Cap -4..+1) = A |
As of July 09, 2026, the stock is trading at USD 167.41 with a total of 248,871 shares traded. Over the past week, the price has changed by -4.11%, over one month by +5.33%, over three months by -1.99% and over the past year by -2.79%.
Current recommended Stop Loss: 161.00 (which is 3.8% or 1.5 ATR below the current price).
MSA Safety has received a consensus analysts rating of 4.20. Therefore, it is recommended to buy MSA.
- StrongBuy: 3
- Buy: 0
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 205.7 | 22.9% |
P/E Trailing = 23.0904
P/E Forward = 19.6078
P/S = 3.453
P/B = 4.8971
P/EG = 0.9878
Revenue TTM = 1.92b USD
EBIT TTM = 417.9m USD
EBITDA TTM = 491.6m USD
Long Term Debt = 605.1m USD (from longTermDebt, last quarter)
Short Term Debt = 8.07m USD (from shortTermDebt, last quarter)
Debt = 703.5m USD (from shortLongTermDebtTotal, last quarter) + Leases 45.2m
Net Debt = 523.4m USD (calculated: Debt 703.5m - CCE 180.2m)
Enterprise Value = 7.13b USD (6.61b + Debt 703.5m - CCE 180.2m)
Interest Coverage Ratio = 12.79 (Ebit TTM 417.9m / Interest Expense TTM 32.7m)
EV/FCF = 23.03x (Enterprise Value 7.13b / FCF TTM 309.5m)
FCF Yield = 4.34% (FCF TTM 309.5m / Enterprise Value 7.13b)
FCF Margin = 16.14% (FCF TTM 309.5m / Revenue TTM 1.92b)
Net Margin = 15.16% (Net Income TTM 290.6m / Revenue TTM 1.92b)
Gross Margin = 46.80% ((Revenue TTM 1.92b - Cost of Revenue TTM 1.02b) / Revenue TTM)
Gross Margin QoQ = 47.36% (prev 46.86%)
Tobins Q-Ratio = 2.78 (Enterprise Value 7.13b / Total Assets 2.56b)
Interest Expense / Debt = 4.64% (Interest Expense 32.7m / Debt 703.5m)
Taxrate = 23.82% (90.9m / 381.4m)
NOPAT = 318.4m (EBIT 417.9m * (1 - 23.82%))
Current Ratio = 3.17 (Total Current Assets 891.7m / Total Current Liabilities 281.3m)
Debt / Equity = 0.52 (Debt 703.5m / totalStockholderEquity, last quarter 1.36b)
Debt / EBITDA = 1.06 (Net Debt 523.4m / EBITDA 491.6m)
Debt / FCF = 1.69 (Net Debt 523.4m / FCF TTM 309.5m)
Total Stockholder Equity = 1.32b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.11% (Net Income 290.6m / Total Assets 2.56b)
RoE = 22.03% (Net Income TTM 290.6m / Total Stockholder Equity 1.32b)
RoCE = 21.72% (EBIT 417.9m / Capital Employed (Equity 1.32b + L.T.Debt 605.1m))
RoIC = 14.50% (NOPAT 318.4m / Invested Capital 2.19b)
WACC = 8.55% (E(6.61b)/V(7.31b) * Re(9.08%) + D(703.5m)/V(7.31b) * Rd(4.64%) * (1-Tc(0.24)))
Discount Rate = 9.08% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -82.81 | Cagr: -0.63%
[DCF] Terminal Value 77.34% ; FCFF base≈287.1m ; Y1≈329.1m ; Y5≈484.4m
[DCF] Fair Price = 169.0 (EV 7.05b - Net Debt 523.4m = Equity 6.52b / Shares 38.6m; r=8.55% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 94.73 | EPS CAGR: 7.67% | SUE: 2.00 | # QB: 2
Revenue Correlation: 91.12 | Revenue CAGR: 3.66% | SUE: 0.71 | # QB: 0
EPS current Quarter (2026-06-30): EPS=2.14 | Chg30d=+0.03% | Revisions=+10% | Analysts=7
EPS next Quarter (2026-09-30): EPS=2.15 | Chg30d=+0.64% | Revisions=+10% | Analysts=7
EPS current Year (2026-12-31): EPS=8.88 | Chg30d=+0.00% | Revisions=+70% | GrowthEPS=+11.9% | GrowthRev=+6.8%
EPS next Year (2027-12-31): EPS=9.70 | Chg30d=+0.00% | Revisions=+70% | GrowthEPS=+9.3% | GrowthRev=+5.8%
[Analyst] Revisions Ratio: +52% (up=22, down=6)