NPO
EnPro Industries, Inc.
NPO's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over NPO overall, supported by stronger valuation and stronger modeled upside.
NPO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
NPO's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
NPO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.6x | $28.27 | -90% |
| Forward | 25x | $279 | — |
| Fair | 48x | $141 | -49% |
| Current | 95x | $279 | — |
| Expensive | 143x | $420 | +51% |
Historical ranges are pointers, not guarantees.
NPO's PE is 95x, but its earnings don't support one, so it isn't a reliable read right now.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over NPO in the historical PE scenario, which offers more potential upside but is not a forecast.
NPO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for NPO, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
NPO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $11.15 | +279% |
| Q3 2026 | $2.94 | -28% |
| Q2 2026 | $2.07 | -48% |
| Q1 2026 | $2.05 | -49% |
| Q4 2025 | $1.91 | -45% |
| Q3 2025 | $4.06 | +59% |
| Q2 2025 | $3.99 | +99% |
| Q1 2025 | $4.01 | +$4.16 |
| Q4 2024 | $3.45 | +229% |
NPO's earnings per share have fallen from their peak: $2.94 over the past year, against $11.80 in early 2020.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over NPO on earnings, with more consistent year-over-year improvement.
NPO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $350.8M | +22% |
| Q2 2026 | $338.8M | +18% |
| Q1 2026 | $303M | +11% |
| Q4 2025 | $295.4M | +14% |
| Q3 2025 | $286.6M | +9.9% |
| Q2 2025 | $288.1M | +6% |
| Q1 2025 | $273.2M | +6.1% |
| Q4 2024 | $258.4M | +3.7% |
NPO's revenue has grown year over year for nine quarters in a row: $351M last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | +3.8 points |
| Q2 2026 | 17% | +1.2 points |
| Q1 2026 | 14% | -0.9 points |
| Q4 2025 | 11% | -1.2 points |
| Q3 2025 | 14% | +1.2 points |
| Q2 2025 | 16% | -1.8 points |
| Q1 2025 | 15% | +4.4 points |
| Q4 2024 | 12% | +4.2 points |
NPO's operating margin was 18% last quarter, up 3.8 points from the same quarter a year ago, near the top of its range since 2019.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over NPO on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over NPO on profitability, with a higher operating margin.
NPO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $69.8M | +31% |
| Q2 2026 | $35.7M | -16% |
| Q1 2026 | $27.4M | +111% |
| Q4 2025 | $50.5M | +2.9% |
| Q3 2025 | $53.4M | +11% |
| Q2 2025 | $42.3M | +10% |
| Q1 2025 | $13M | +$14.9M |
| Q4 2024 | $49.1M | +22% |
NPO generated $183M in free cash flow over the past year, up 16% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT generated $3.1B in free cash flow over the past year, up 127% from the year before.
NPO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +0.5% | +100K shares |
| 3 years | +1.9% | +400K shares |
| 5 years | +3.4% | +700K shares |
| Available history | +2.9% | +600K shares |
NPO has 21M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | $5.3M |
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
NPO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.4x | Healthy |
| Q2 2026 | 1.8x | Healthy |
| Q1 2026 | 2.0x | Healthy |
| Q4 2025 | 2.0x | Moderate |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 1.7x | Healthy |
NPO's net debt is about 1.4 years of its operating earnings (EBITDA), up from 1.2 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over NPO on leverage, with a lower net debt burden relative to earnings.
NPO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.5 | Neutral |
| Stochastic | 13.8 | Oversold |
NPO's weekly RSI is 46 (neutral) and its Stochastic is 14 (oversold).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
NPO PE vs Industrials Sector
| Metric | NPO | Sector median | Relative |
|---|---|---|---|
| PE | 95x | 24x | 294% above |
| PE % | 78 | 58 | 20 pts above |
NPO is trading at 95x earnings, a 294% premium to the Industrials sector's median of 24x, though its earnings don't support one.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over NPO on valuation relative to its sector.
NPO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $289.1 | 3.6% below |
| 20 week MA | $306.4 | 9.1% below |
| 50 week MA | $285.3 | 2.4% below |
| 100 week MA | $239.5 | 16% above |
| 200 week MA | $189.2 | 47% above |
NPO has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 47% above its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
NPO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $66.4 | $74.9 | +13% |
| 2021 | $74.9 | $110.3 | +47% |
| 2022 | $110.3 | $111.0 | +0.6% |
| 2023 | $111.0 | $156.7 | +41% |
| 2024 | $156.7 | $173.5 | +11% |
| 2025 | $173.5 | $223.9 | +29% |
| 2026 YTD | $223.9 | $278.6 | +24% |
NPO has finished every year since 2020 higher, and it's up 24% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over NPO on returns for 2026, with the stronger performance.