Think Outside the Street
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These may become trying times for business who use this service, even if busuness is good WW grainger is the company in this business with a large moat as well as a lower P/E right now. Of course management could always have a plan. Its probably not a horrible investment although I do think its a little overpriced and I like Grainger better.
But MSM has a better return on equity (28% vs 20%), profit margin (10.6% vs 6.6%), and return on assets (18.5% vs 13.9%) than GWW. The PE difference you mention is almost negligible, however, GWW does have a much better EV/OCF (15 vs 21).It looks like the two companies are actually fairly matched on the fundamentals. MSM has grown faster over the last 5 years, and since it is smaller, I suspect it can continue to grow faster than GWW. Though, now that I've looked at GWW, I may add it to my CAPS picks too. (CAPS isn't a zero sum game... unlike my real investments.)