Professional
Added to YB: 2025-01-29
Pitch date: 2024-12-31
NPO [bullish]
Enpro Inc.
+26.75%
current return
Author Info
No bio for this author
Company Info
Enpro Inc., an industrial technology company, design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, Asia Pacific, and internationally.
Market Cap
$4.4B
Pitch Price
$172.60
Price Target
N/A
Dividend
0.59%
EV/EBITDA
16.86
P/E
51.67
EV/Sales
4.29
Sector
Machinery
Category
growth
Baron Small Cap Fund New Position: Enpro Inc.
NPO: Industrial tech co. reshaped portfolio via $1B+ divestitures, $1.5B acquisitions. Focus on high-growth, high-margin businesses w/ moats. 50%+ recurring revenue. Sealing Tech: industry-leading brands, pricing power. Advanced Surface Tech: semiconductor focus, vertically integrated. Est. mid-high single-digit organic growth, EBITDA margins to high 20%. M&A strategy continues.
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