Tearsheet

Enpro (NPO)


Market Price (12/18/2025): $204.62 | Market Cap: $4.3 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Enpro (NPO)


Market Price (12/18/2025): $204.62
Market Cap: $4.3 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%
Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 55x
1 Low stock price volatility
Vol 12M is 38%
Key risks
NPO key risks include [1] its dependence on cyclical end-markets, Show more.
2 Megatrend and thematic drivers
Megatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more.
 
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%
1 Low stock price volatility
Vol 12M is 38%
2 Megatrend and thematic drivers
Megatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more.
3 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 55x
4 Key risks
NPO key risks include [1] its dependence on cyclical end-markets, Show more.

Valuation, Metrics & Events

NPO Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

1. Technical Sell Signal: A "double top formation" sell signal was identified on October 20, 2025, which, based on technical analysis, predicted a fall of approximately 5.68% in the stock price within 10 trading days, by around November 3, 2025.



2. Significant Single-Day Drop: Enpro (NPO) experienced a notable single-day decline of 6.01% on November 4, 2025, closing at $219.82.



Show more

Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
NPO Return15%47%-0%46%11%26%244%
Peers Return9%21%-10%32%25%16%125%
S&P 500 Return16%27%-19%24%23%14%108%

Monthly Win Rates [3]
NPO Win Rate50%75%42%50%50%58% 
Peers Win Rate57%58%37%57%62%58% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
NPO Max Drawdown-53%-4%-30%-15%-9%-20% 
Peers Max Drawdown-48%-9%-28%-6%-6%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: PH, FLS, DOV, ITT, IEX. See NPO Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/17/2025 (YTD)

How Low Can It Go

Unique KeyEventNPOS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-34.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven51.9%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven120 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-53.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven117.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven235 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-41.1%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven69.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven872 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-69.9%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven232.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven839 days1,480 days

Compare to TEX, LNN, ASTE, HY, CMCO


In The Past

Enpro's stock fell -34.2% during the 2022 Inflation Shock from a high on 1/13/2022. A -34.2% loss requires a 51.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Enpro (NPO)

Better Bets than Enpro (NPO)

Trade Ideas

Select past ideas related to NPO. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
19.8%19.8%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.2%2.2%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.9%5.9%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
4.2%4.2%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
1.5%1.5%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
19.8%19.8%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.2%2.2%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.9%5.9%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
4.2%4.2%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
1.5%1.5%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Enpro

Peers to compare with:

Financials

NPOPHFLSDOVITTIEXMedian
NameEnpro Parker H.FlowserveDover ITT IDEX  
Mkt Price205.19863.1969.20196.15172.08176.33186.24
Mkt Cap4.3109.29.026.913.413.213.3
Rev LTM1,10620,0304,6877,9233,8143,4214,250
Op Inc LTM1674,1374621,323664703684
FCF LTM1523,385629567546584575
FCF 3Y Avg1323,081367886454601527
CFO LTM1983,814703784664644684
CFO 3Y Avg1723,4884421,072568674621

Growth & Margins

NPOPHFLSDOVITTIEXMedian
NameEnpro Parker H.FlowserveDover ITT IDEX  
Rev Chg LTM6.4%0.2%3.2%2.6%8.0%7.1%4.8%
Rev Chg 3Y Avg2.2%7.4%10.5%-1.6%9.6%3.6%5.5%
Rev Chg Q9.9%3.7%3.6%4.8%12.9%10.1%7.3%
QoQ Delta Rev Chg LTM2.4%0.9%0.9%1.2%3.1%2.4%1.8%
Op Mgn LTM15.1%20.7%9.9%16.7%17.4%20.6%17.1%
Op Mgn 3Y Avg13.9%19.1%9.0%16.2%17.1%21.6%16.7%
QoQ Delta Op Mgn LTM0.3%0.2%-0.6%0.4%-0.0%-0.0%0.1%
CFO/Rev LTM17.9%19.0%15.0%9.9%17.4%18.8%17.6%
CFO/Rev 3Y Avg16.0%17.5%9.7%13.9%16.1%20.4%16.0%
FCF/Rev LTM13.7%16.9%13.4%7.2%14.3%17.1%14.0%
FCF/Rev 3Y Avg12.2%15.5%8.0%11.5%12.8%18.2%12.5%

Valuation

NPOPHFLSDOVITTIEXMedian
NameEnpro Parker H.FlowserveDover ITT IDEX  
Mkt Cap4.3109.29.026.913.413.213.3
P/S4.34.81.52.93.73.63.6
P/EBIT30.920.59.915.820.717.919.2
P/E55.226.315.310.228.925.626.0
P/CFO24.125.19.829.221.019.022.6
Total Yield2.2%4.7%7.3%11.1%4.2%5.6%5.2%
Dividend Yield0.4%0.9%0.8%1.2%0.8%1.7%0.9%
FCF Yield 3Y Avg3.9%4.3%5.5%3.9%4.1%4.1%4.1%
D/E0.10.10.20.10.10.20.1
Net D/E0.10.10.10.10.00.10.1

Returns

NPOPHFLSDOVITTIEXMedian
NameEnpro Parker H.FlowserveDover ITT IDEX  
1M Rtn0.4%5.1%5.5%9.2%-5.4%8.3%5.3%
3M Rtn-5.7%17.1%23.5%14.7%-3.9%11.0%12.8%
6M Rtn10.7%32.9%50.2%12.3%14.7%1.6%13.5%
12M Rtn10.3%30.9%17.5%0.9%16.5%-19.4%13.4%
3Y Rtn98.8%213.2%151.4%52.4%130.2%-19.5%114.5%
1M Excs Rtn-0.4%4.4%4.7%8.5%-6.1%7.6%4.6%
3M Excs Rtn-11.0%13.1%19.1%12.5%-7.1%7.9%10.2%
6M Excs Rtn-1.7%20.6%37.9%-0.1%2.3%-10.8%1.1%
12M Excs Rtn-2.0%18.7%4.9%-12.4%4.1%-30.8%1.1%
3Y Excs Rtn20.5%134.1%75.4%-23.4%47.7%-92.0%34.1%

Financials

Segment Financials

Assets by Segment

$ Mil20242023202220212020
Advanced Surface Technologies1,3861,5201,686768434
Sealing Technologies687690698742882
Corporate426423426328205
Discontinued operations 16  254
Engineered Materials  160246259
Total2,5002,6482,9702,0842,035


Price Behavior

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity504,845
Short Interest: % Change Since 111520251.5%
Average Daily Volume168,075
Days-to-Cover Short Interest3
Basic Shares Quantity21,100,000
Short % of Basic Shares2.4%

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/4/2025-6.0%-8.2%-3.3%
8/5/20254.3%1.5%-1.3%
5/6/20256.9%16.8%21.5%
2/19/20256.2%2.2%-9.9%
11/5/20241.4%13.2%32.8%
8/6/20244.4%0.3%1.5%
5/7/2024-5.3%-3.6%-0.9%
2/20/2024-8.7%-4.1%-5.7%
...
SUMMARY STATS   
# Positive141312
# Negative8910
Median Positive3.9%5.8%10.6%
Median Negative-6.1%-4.1%-6.7%
Max Positive8.7%22.6%32.8%
Max Negative-9.7%-8.2%-34.9%

SEC Filings

Expand for More

Report DateFiling DateFiling
93020251104202510-Q 9/30/2025
6302025805202510-Q 6/30/2025
3312025506202510-Q 3/31/2025
12312024221202510-K 12/31/2024
93020241105202410-Q 9/30/2024
6302024806202410-Q 6/30/2024
3312024508202410-Q 3/31/2024
12312023227202410-K 12/31/2023
93020231031202310-Q 9/30/2023
6302023809202310-Q 6/30/2023
3312023502202310-Q 3/31/2023
12312022301202310-K 12/31/2022
93020221107202210-Q 9/30/2022
6302022802202210-Q 6/30/2022
3312022502202210-Q 3/31/2022
12312021301202210-K 12/31/2021