Enpro has delivered strong cash generation with a Piotroski F-Score of 9/9 and free cash flow at 308% of net income, but its valuation has moved ahead of fundamentals with a negative asymmetry ratio and the stock trading above its analyst price target, limiting near-term upside.
Thesis pillars
- Exceptional Cash Conversion→Stable
- Earnings Beat Consistency↓Deteriorating
- Elevated Options Market Risk↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Enpro Inc. (NPO) Stock Analysis
Breakout setup
Industrials · Specialty Industrial Machinery
Hold if already holding. Not a fresh buy at $343.34, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Expensive valuation.
Enpro Inc. designs and manufactures sealing and advanced surface technology products across two segments—Sealing Technologies and Advanced Surface Technologies—serving semiconductor, industrial, aerospace, and other end markets from 15 primary facilities in 8 countries. The... Read more
Hold if already holding. Not a fresh buy at $343.34, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Expensive valuation. Chart setup: Golden cross, above all MAs, RSI 56, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.1/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-08-16Recent Developments — Enpro Inc.
Latest news
- NEWS Enpro Inc (NPO) Institutional Confidence - TradingKey — TradingKey neutral
- NEWS Enpro Keeps Quarterly Dividend at $0.32 per Share, Payable June 17 to Holders of Record June 3 - marketscreener.com — marketscreener.com neutral
- NEWS Enpro Shareholders Back Directors, Pay, and Auditor Choices - TipRanks — TipRanks positive
- NEWS Enpro (NPO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release - Yahoo Finance — Yahoo Finance positive
- NEWS Enpro (NPO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release - finance.yahoo.com — finance.yahoo.com positive
Generated 2026-08-16T20:32:10Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomersingle AST customer (~24% of net sales)24%10-K Item 1A: 'a customer that accounted for approximately 24% of our 2025 consolidated net sales'
- MEDIUMSupplierChina rare earth minerals10-K Item 1A: 'Some of AST's operations rely upon sourcing certain rare earth minerals that historically have been sourced indirectly from China'
Material Events(8-K, last 90d)
- 2026-04-20Item 5.02LOWCIO Larisa R. Joiner to step down April 23, 2026; company conducting search for replacement. Joiner remains as employee at current salary through July 31, 2026 to facilitate transition; eligible for severance under Senior Officer Severance Plan upon termination.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $343.34, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Expensive valuation. Chart setup: Golden cross, above all MAs, RSI 56, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $394.84 (+15.0%), stop $319.31 (−7.5%), A.R:R -0.3:1. Score 5.1/10, moderate confidence.
Take-profit target: $394.84 (-3.6% upside). Target $394.84 (+15.0%), stop $319.31 (−7.5%), A.R:R -0.3:1. Stop-loss: $319.31.
Analyst target reached - limited upside remaining; Expensive valuation.
Enpro Inc. trades at a P/E of 166.7 (forward 31.5). TrendMatrix value score: 3.2/10. Verdict: Hold.
7 analysts cover NPO with a consensus score of 4.1/5. Average price target: $390.
What does Enpro Inc. do?Enpro Inc. designs and manufactures sealing and advanced surface technology products across two segments—Sealing...
Enpro Inc. designs and manufactures sealing and advanced surface technology products across two segments—Sealing Technologies and Advanced Surface Technologies—serving semiconductor, industrial, aerospace, and other end markets from 15 primary facilities in 8 countries. The company generated $1.14 billion in sales in 2025, with semiconductor representing 32.1% of revenue; roughly two-thirds of Sealing Technologies revenue comes from recurring aftermarket sales.