MSA
MSA Safety
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 4
- Long / short
- 4 / 0
- Avg. return
- +10.2%
- Verdicts
- Worked 1 Failed 1 Inconclusive 2
pitch
Pershing Square Challenge
Columbia Business School · Finalist
long
+17.1%
worked
Curated
pitch
Spring 2026
long
+1.4%
failed
Newsletter
MSA is positioned to benefit from the connected worker revolution in gas detection, with a significant runway for growth as connectivity penetration is only at ~10%. The company is expected to gain ma
pitch
Spring 2026
EJ Karobath
long
+12.0%
inconclusive
Newsletter
EJ Karobath recommends buying MSA Safety with a target price of $356 by 2030, based on a projected EPS of $16.19 and a 22x forward P/E multiple, indicating an 18% IRR. The company has a strong market
pitch
Spring 2026
EJ Karobath (‘27), Craig Larkin (‘27), Bob McGrane (‘27)
long
inconclusive
Newsletter
MSA Safety is a leader in safety equipment and technology, benefiting from increasing regulatory requirements and safety awareness. The company's strong financials and market position make it a compel