Added to YB: 2026-07-09
Pitch date: 2026-07-07
MSA [neutral]
MSA Safety Incorporated
-0.57%
current return
Author Info
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Company Info
MSA Safety Incorporated develops, manufactures, and supplies safety products and technology solutions that protect workers and facility infrastructures worldwide.
Market Cap
$6.6B
Pitch Price
$168.37
Price Target
350.00 (+109%)
Dividend
1.24%
EV/EBITDA
13.75
P/E
22.98
EV/Sales
3.68
Sector
Commercial Services and Supplies
Category
growth
$MSA: the Pershing Square Challenge pitch — a quality compounder at the low end of its range
MSA (overview): Dominant firefighter breathing/gas detection maker, 56yr dividend growth, #1-2 niche share, regulation-driven demand. At ~$171 (52wk low end), 19x fwd earnings. Pershing Square Challenge bull case: subscription shift, mandated SCBA cycle, freed 17% EBIT post-2023 liability divestiture; targets $350 by 2030 (double). Q1'26 sales $464M +10%, adj EPS $1.99 beat. $555M Autronica deal. Risks: no catalyst, compressed multiple, weak intl, integration, municipal budget cuts.
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