Enpro (NPO)
Market Price (12/4/2025): $223.88 | Market Cap: $4.7 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Enpro (NPO)
Market Price (12/4/2025): $223.88Market Cap: $4.7 BilSector: IndustrialsIndustry: 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
| Attractive cash flow generationCFO/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% | Trading close to highsDist 52W High is -3.6%, Dist 3Y High is -3.6% | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 55x |
| Low stock price volatilityVol 12M is 38% | ||
| Megatrend and thematic driversMegatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more. |
| Attractive cash flow generationCFO/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% |
| Low stock price volatilityVol 12M is 38% |
| Megatrend and thematic driversMegatrends include Advanced Materials, Hydrogen Economy, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more. |
| Trading close to highsDist 52W High is -3.6%, Dist 3Y High is -3.6% |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 55x |
Valuation, Metrics & Events
NPO Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
Here are the key points for Enpro's (NPO) stock movement from approximately August 31, 2025, to December 4, 2025:
1. Strong Third Quarter 2025 Earnings Report.
On November 4, 2025, Enpro announced robust financial results for the third quarter ended September 30, 2025, surpassing analyst expectations for both earnings per share (EPS) and revenue. The company reported a nearly 10% increase in sales, with the Advanced Surface Technologies (AST) segment achieving double-digit growth and the Sealing Technologies segment growing by 5.7%. Adjusted diluted EPS also saw a significant increase of over 14% compared to the prior year.
2. Raised Full-Year 2025 Guidance.
Following the strong Q3 performance, Enpro raised its full-year 2025 guidance for adjusted earnings and revenue growth. This updated outlook factored in the anticipated contributions from recently completed acquisitions, indicating a confident business trajectory.
Stock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NPO Return | 15% | 47% | -0% | 46% | 11% | 28% | 251% |
| Peers Return | 19% | 12% | -20% | 37% | -11% | -12% | 14% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| NPO Win Rate | 50% | 75% | 42% | 50% | 50% | 70% | |
| Peers Win Rate | 55% | 50% | 42% | 57% | 42% | 48% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| NPO Max Drawdown | -53% | -4% | -30% | -15% | -9% | -20% | |
| Peers Max Drawdown | -42% | -10% | -41% | -13% | -20% | -32% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: TEX, LNN, ASTE, HY, CMCO. 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 12/3/2025 (YTD)
How Low Can It Go
| Event | NPO | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -34.2% | -25.4% |
| % Gain to Breakeven | 51.9% | 34.1% |
| Time to Breakeven | 120 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -53.9% | -33.9% |
| % Gain to Breakeven | 117.1% | 51.3% |
| Time to Breakeven | 235 days | 148 days |
| 2018 Correction | ||
| % Loss | -41.1% | -19.8% |
| % Gain to Breakeven | 69.8% | 24.7% |
| Time to Breakeven | 872 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -69.9% | -56.8% |
| % Gain to Breakeven | 232.1% | 131.3% |
| Time to Breakeven | 839 days | 1480 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
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Asset Allocation
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Latest Trefis Analyses
| Title | Topic | Date | |
|---|---|---|---|
| DASHBOARDS | |||
| How Low Can Enpro Stock Really Go? | Return | ||
| Better Bet Than NPO Stock: Pay Less Than Enpro To Get More From SPXC | Actionable | ||
| NPO Dip Buy Analysis | |||
| Enpro Total Shareholder Return (TSR): 11.4% in 2024 and 18.0% 3-yr compounded annual returns (above peer average) | |||
| Enpro (NPO) Operating Cash Flow Comparison | Financials | ||
| Enpro (NPO) Net Income Comparison | Financials | ||
| Enpro (NPO) Operating Income Comparison | Financials | ||
| Enpro (NPO) Revenue Comparison | Financials | ||
| Day 0 of Loss Streak for Enpro Stock with 0% Return (vs. 11% YTD) [12/24/2024] | Notification | ||
| Enpro vs. Merck & Co: NPO stock's significantly higher valuation vs. MRK appears counterintuitive | Counter-Intuitive Comparisons | ||
| ARTICLES | |||
| Better Bet Than Enpro Stock: Pay Less To Get More From SPXC | August 15th, 2025 |
Trade Ideas
Select past ideas related to NPO. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Enpro
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 47.70 |
| Mkt Cap | 1.2 |
| Rev LTM | 1,238 |
| Op Inc LTM | 87 |
| FCF LTM | 72 |
| FCF 3Y Avg | 81 |
| CFO LTM | 122 |
| CFO 3Y Avg | 118 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.5% |
| Rev Chg 3Y Avg | 3.6% |
| Rev Chg Q | 8.8% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Mgn LTM | 6.5% |
| Op Mgn 3Y Avg | 9.1% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 6.3% |
| CFO/Rev 3Y Avg | 7.0% |
| FCF/Rev LTM | 4.3% |
| FCF/Rev 3Y Avg | 4.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.2 |
| P/S | 0.7 |
| P/EBIT | 12.7 |
| P/E | 39.1 |
| P/CFO | 10.1 |
| Total Yield | 4.8% |
| Dividend Yield | 1.2% |
| FCF Yield 3Y Avg | 6.0% |
| D/E | 0.5 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.0% |
| 3M Rtn | 0.7% |
| 6M Rtn | 12.6% |
| 12M Rtn | -8.0% |
| 3Y Rtn | 10.4% |
| 1M Excs Rtn | 2.0% |
| 3M Excs Rtn | -8.2% |
| 6M Excs Rtn | -2.1% |
| 12M Excs Rtn | -22.4% |
| 3Y Excs Rtn | -59.7% |
Comparison Analyses
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11042025 | 10-Q 9/30/2025 |
| 6302025 | 8052025 | 10-Q 6/30/2025 |
| 3312025 | 5062025 | 10-Q 3/31/2025 |
| 12312024 | 2212025 | 10-K 12/31/2024 |
| 9302024 | 11052024 | 10-Q 9/30/2024 |
| 6302024 | 8062024 | 10-Q 6/30/2024 |
| 3312024 | 5082024 | 10-Q 3/31/2024 |
| 12312023 | 2272024 | 10-K 12/31/2023 |
| 9302023 | 10312023 | 10-Q 9/30/2023 |
| 6302023 | 8092023 | 10-Q 6/30/2023 |
| 3312023 | 5022023 | 10-Q 3/31/2023 |
| 12312022 | 3012023 | 10-K 12/31/2022 |
| 9302022 | 11072022 | 10-Q 9/30/2022 |
| 6302022 | 8022022 | 10-Q 6/30/2022 |
| 3312022 | 5022022 | 10-Q 3/31/2022 |
| 12312021 | 3012022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |