Professional
Added to YB: 2025-04-25
Pitch date: 2025-04-17
NSSC [neutral]
Napco Security Technologies, Inc.
+95.9%
current return
Author Info
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Company Info
Napco Security Technologies, Inc. engages in the development, manufacturing, and sale of electronic security systems for commercial, residential, institutional, industrial, and governmental applications in the United States and internationally.
Market Cap
$1.4B
Pitch Price
$21.18
Price Target
40.00 (-5%)
Dividend
1.39%
EV/EBITDA
25.99
P/E
32.82
EV/Sales
7.17
Sector
Electronic Equipment, Instruments and Components
Category
growth
Liberty Park Capital Portfolio Holding: Napco Security Technologies, Inc.
NSSC (holding update): Security solutions provider w/ 34% CAGR in cellular services since 2019. Only mfg with all 3 security verticals. Retrofit opportunity: 4M of 6M buildings still need upgrades. ARR hit $86M, driving margins from 11% to 29%, potential for 40%+. Radio sales rebounding +93% YoY. $2.50 EPS by 2026 with 15x multiple = $40 PT.
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