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MSA Safety

MSA Industrials Unknown Updated July 31, 2026
$189.89
52W $151.11 – $208.92
61/100
43.6
0.94
AI Committee Verdict
Buy
Conviction: Moderate · 60% agreement · 5 analysts
+0.8%
-1.4%
0.60:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is MSA Bullish or Bearish?

Bullish. Innellis AI committee rates MSA Safety (MSA) Buy with a composite score of 61/100 , based on 5 analysts with 60% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.97 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.03 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Some positive signals exist — 5 consecutive earnings beats -- consistent execution — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Lower Highs / Lower Lows structure confirms bearish price action.
  • Risk/reward is unfavorable: 1.4% downside vs 0.8% upside.
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
61/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 5%
of 158 Industrials peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score strengthened from 56.0 to 61.0.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish; score 52->82 (+31); +2 bullish signal(s).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 58->62 (+4).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst abstained (was neutral at 59).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
52.8
Neutral
MACD Histogram
0.406
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$171.69
Resistance
$175.57
Bollinger %B
0.68
Inside Bands
Price vs Moving Averages
EMA 9
$174.43 Above
EMA 21
$172.14 Above
EMA 50
$170.21 Above
EMA 200
$170.66 Above

Fundamental Analysis

Valuation
49
Growth
81
Profitability
1
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 43.6×
P/B Ratio 4.86×
PEG Ratio -1.01
Dividend Yield 0.01%
52W High $208.92
52W Low $151.11
Quality & Growth
ROE 20.4%
ROA 10.9%
Gross Margin 47.6%
Operating Margin 22.8%
Revenue Growth YoY
Debt / Equity 0.00
AI Fundamental Assessment
P/E ratio of 43.6 (rich relative to a 15-40x range); Price-to-book of 4.9x; PEG ratio of -1.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.5%; Current ratio of 3.24 (healthy short-term liquidity); Debt-to-equity of 0.00; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (6.63); Most recent quarter beat estimates by 11.3%; 5 consecutive earnings beats; EPS growth accelerating (-16.4% -> +20.6% QoQ); Average YoY EPS growth of 24.4%; Analyst estimates falling over recent quarters
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Explore MSA Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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