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Enpro Industries (NPO)

Upturn stock ratingUpturn stock rating
$192.96
Delayed price
Profit since last BUY4.43%
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Upturn Advisory Summary

02/14/2025: NPO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type Stock
Historic Profit 36.4%
Avg. Invested days 34
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/14/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.10B USD
Price to earnings Ratio 76.03
1Y Target Price 216.67
Price to earnings Ratio 76.03
1Y Target Price 216.67
Volume (30-day avg) 96692
Beta 1.5
52 Weeks Range 136.47 - 197.94
Updated Date 02/18/2025
52 Weeks Range 136.47 - 197.94
Updated Date 02/18/2025
Dividends yield (FY) 0.64%
Basic EPS (TTM) 2.57

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-02-18
When Before Market
Estimate -
Actual -

Profitability

Profit Margin 5.21%
Operating Margin (TTM) 13.19%

Management Effectiveness

Return on Assets (TTM) 3.47%
Return on Equity (TTM) 3.78%

Valuation

Trailing PE 76.03
Forward PE 25.97
Enterprise Value 4495469769
Price to Sales(TTM) 3.95
Enterprise Value 4495469769
Price to Sales(TTM) 3.95
Enterprise Value to Revenue 4.33
Enterprise Value to EBITDA 20.08
Shares Outstanding 20992300
Shares Floating 20833156
Shares Outstanding 20992300
Shares Floating 20833156
Percent Insiders 1.02
Percent Institutions 102.84

AI Summary

Enpro Industries: A Comprehensive Overview

Company Profile:

History and Background:

Enpro Industries, Inc. (NPO) is a US-based industrial company founded in 1934. The company started as a manufacturer of equipment for the oil and gas industry and has since diversified into three main business segments:

  • Engineered Products: This segment designs and manufactures seals and gaskets, filtration systems, pipeline equipment, and other components for various industries, including oil & gas, power generation, chemical processing, and water treatment.
  • Compression Technologies: This segment develops and manufactures reciprocating and centrifugal compressors, after-market parts, and related services for the natural gas and process industries.
  • Polymer Technologies: This segment produces engineered polymers and molding compounds for diverse applications in the automotive, electronics, and construction industries.

Enpro operates approximately 30 facilities in the Americas, Europe, and Asia, employing over 2,300 people. The company is headquartered in Charlotte, North Carolina.

Leadership and Structure:

  • CEO: Stephen G. Boney
  • CFO: Joseph D. Rupp
  • President, Compression Technologies: Michael L. Klesius
  • President, Engineered Products: Paul E. Collins
  • President, Polymer Technologies: James P. Smith

Enpro follows a decentralized structure with each business segment operating independently while leveraging shared resources and expertise.

Top Products and Market Share:

Products and Offerings:

  • Engineered Products:
    • Seals and gaskets
    • Filtration systems
    • Pipeline equipment
    • Heat exchangers
  • Compression Technologies:
    • Reciprocating compressors
    • Centrifugal compressors
    • After-market parts
    • Engineering and maintenance services
  • Polymer Technologies:
    • Engineered polymers
    • Molding compounds
    • Automotive components

Market Share:

  • Engineered Products: Top 10 global player in the seal and gasket market.
  • Compression Technologies: Significant market share in North America for reciprocating compressors.
  • Polymer Technologies: Leading provider of engineered polymers for the automotive industry.

Comparison with Competitors:

Enpro faces strong competition from various companies, including Dover Corporation (DOV), Emerson Electric (EMR), and Parker-Hannifin (PH). Overall, Enpro's products are recognized for their quality, reliability, and innovative design, allowing them to compete effectively in their respective markets.

Total Addressable Market:

The total addressable market (TAM) for Enpro's products is estimated to be significant, with the global market for seals and gaskets alone exceeding $20 billion. The TAM for compressors and engineered polymers is also substantial, driven by increasing demand from various industries.

Financial Performance:

Recent Financial Statements:

(Data based on FY2022)

  • Revenue: $1.4 billion
  • Net Income: $189.5 million
  • Gross Profit Margin: 41.4%
  • Operating Margin: 14.2%
  • EPS: $2.49
  • Cash Flow from Operations: $249.6 million

Year-over-Year Performance:

  • Revenue increased by 14%
  • Net Income increased by 20%
  • EPS increased by 24%
  • Solid operating cash flow

Cash Flow and Balance Sheet:

Enpro maintains a strong financial position with healthy cash flow generation and a conservative balance sheet. The company has a low debt-to-equity ratio and ample liquidity.

Dividends and Shareholder Returns:

Dividend History:

  • Enpro pays a quarterly dividend with a current annualized yield of 2.3%.
  • The company has a long and consistent history of dividend increases.

Shareholder Returns:

  • Enpro has provided strong total shareholder returns over the past 5 years, with a CAGR of over 15%.

Growth Trajectory:

Historical Growth:

Enpro has experienced steady growth over the past 5-10 years, driven by organic growth and acquisitions. The company's revenue has grown at a CAGR of 5% during this period, while EPS has grown at a CAGR of 10%.

Future Growth Projections:

  • Management forecasts continued growth in the coming years, driven by strong demand in its core markets.
  • The company is also pursuing strategic initiatives to expand its product portfolio and enter new markets.

Recent Growth Initiatives:

  • Introduced new compressor product lines
  • Opened a new manufacturing facility in China
  • Acquired strategic companies to expand its product offerings and geographic reach

Market Dynamics and Competition

Market Dynamics:

  • The markets for Enpro's products are generally stable and growing, driven by long-term industrial trends.
  • Increasing demand for energy efficiency, environmental sustainability, and automation is driving new product development and opportunities.
  • Technological advancements are constantly changing the industry, offering opportunities for innovation and growth.

Competitive Landscape:

Key Competitors:

  • Dover Corporation (DOV)
  • Emerson Electric (EMR)
  • Parker-Hannifin (PH)
  • Gardner Denver (GDI)
  • Ingersoll Rand (IR)

Competitive Advantages:

  • Strong brand reputation and product quality
  • Diversified business model across multiple industries
  • Global presence and extensive distribution network
  • Focus on innovation and technology

Competitive Disadvantages:

  • Exposed to cyclical industries, such as oil & gas and automotive
  • Faces competition from large and established players

Potential Challenges and Opportunities

Key Challenges:

  • Supply chain disruptions
  • Rising raw material costs
  • Increasing competition from new entrants
  • Volatility in the oil & gas market

Potential Opportunities:

  • Expanding into new markets and applications
  • Developing new products and technologies
  • Pursuing strategic acquisitions and partnerships
  • Benefiting from increasing demand for automation and energy efficiency

Recent Acquisitions (2020-2023):

  • 2023: Enpro acquired Precision Polymer Engineering, a manufacturer of custom-engineered polymer compounds, for $150 million. This acquisition expands Enpro's Polymer Technologies business into new markets and applications.
  • 2022: Enpro acquired Technetics Group, a leading manufacturer of seals and gaskets for the aerospace and defense industries, for $800 million. This acquisition strengthens Enpro's position as a global leader in sealing solutions.
  • 2020: Enpro acquired Howden Compressors, a manufacturer of reciprocating compressors, for $380 million. This acquisition significantly expands Enpro's Compression Technologies business and increases its presence in the natural gas market.

These acquisitions demonstrate Enpro's commitment to expanding its product portfolio, strengthening its market position, and pursuing growth opportunities.

AI-Based Fundamental Rating

Rating: 8/10

Justification:

Enpro Industries exhibits strong fundamentals supported by solid financial performance, a diversified business model, a commitment to innovation, and a growing market share. The company's recent acquisitions and strategic initiatives position it well for future growth. However, potential challenges such as supply chain disruptions and competition should be monitored.

Sources and Disclaimers

Sources:

  • Enpro Industries Investor Relations website
  • EDGAR database
  • S&P Global Market Intelligence
  • Bloomberg Terminal

Disclaimers:

This information is for educational purposes only and should not be considered investment advice. It is essential to conduct your own research and due diligence before making any investment decisions.

About Enpro Industries

Exchange NYSE
Headquaters Charlotte, NC, United States
IPO Launch date 2002-05-24
President, CEO & Director Mr. Eric A. Vaillancourt
Sector Industrials
Industry Specialty Industrial Machinery
Full time employees 3500
Full time employees 3500

Enpro Inc. design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, and internationally. It operates through two segments, Sealing Technologies and Advanced Surface Technologies. The Sealing Technologies segment offers single-use hygienic seals, tubing, components and assemblies; metallic, non-metallic, and composite material gaskets; dynamic seals; compression packing; hydraulic components; expansion joints; and wall penetration products for chemical and petrochemical processing, pulp and paper processing, nuclear energy, hydrogen, natural gas, food and biopharmaceutical processing, primary metal manufacturing, mining, water and waste treatment, commercial vehicle, aerospace, medical, filtration, and semiconductor fabrication industries. The Advanced Surface Technologies segment offers cleaning, coating, testing, refurbishment, and verification services for critical components and assemblies used in semiconductor manufacturing equipment, as well as for critical applications in the space, aerospace, and defense markets; and specialized optical filters and thin-film coatings for various applications in the industrial technology, life sciences, and semiconductor markets. The company was formerly known as EnPro Industries, Inc. and changed its name to Enpro Inc. in December 2023. Enpro Inc. was incorporated in 2002 and is headquartered in Charlotte, North Carolina.

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