Added to YB: 2026-07-13
Pitch date: 2026-07-09
NSSC [neutral]
Napco Security Technologies, Inc.
-0.58%
current return
Author Info
No bio for this author
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
$1.3B
Pitch Price
$36.28
Price Target
N/A
Dividend
1.66%
EV/EBITDA
19.92
P/E
35.00
EV/Sales
5.93
Sector
Electronic Equipment, Instruments and Components
Category
growth
Napco Security Technologies ($NSSC): Hardware Company or Recurring Revenue Compounder?
NSSC (watchlist): Security hardware co pivoting to recurring revenue (51% of rev, 90% GM, $100M run-rate). Debt-free, 43% ROIC, 29% FCF margin, founder-led. Trades $37, 21.8x EV/EBIT vs 33x hist median; TSR implies 9.2% CAGR, below hurdle. Narrow moat concern. Buy in low-$30s.
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