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MSA vs NPO

MSA
MSA Safety Incorporated
NEUTRAL
Price
$164.13
Market Cap
$6.36B
Sector
Industrials
AI Confidence
85%
NPO
Enpro Inc.
BEARISH
Price
$291.55
Market Cap
$6.19B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
MSA
23.15
NPO
151.85
Forward P/E
MSA
17.33
NPO
28.91
P/B Ratio
MSA
4.68
NPO
3.98
P/S Ratio
MSA
3.39
NPO
5.42
EV/EBITDA
MSA
14.2
NPO
24.55

Profitability

Gross Margin
MSA
46.46%
NPO
42.83%
Operating Margin
MSA
24.13%
NPO
14.56%
Profit Margin
MSA
14.88%
NPO
3.54%
ROE
MSA
22.22%
NPO
2.73%
ROA
MSA
11.09%
NPO
4.18%

Growth

Revenue Growth
MSA
2.2%
NPO
14.3%
Earnings Growth
MSA
-0.4%
NPO
--

Financial Health

Debt/Equity
MSA
0.47
NPO
0.47
Current Ratio
MSA
3.01
NPO
2.32
Quick Ratio
MSA
1.63
NPO
1.32

Dividends

Dividend Yield
MSA
1.29%
NPO
0.43%
Payout Ratio
MSA
29.62%
NPO
64.92%

AI Verdict

MSA NEUTRAL

MSA exhibits a stable deterministic health profile with a Piotroski F-Score of 4/9 and exceptional liquidity (Current Ratio 3.01), yet it faces a severe valuation disconnect. The stock trades at a significant premium to its Graham Number ($74.76) and Intrinsic Value ($49.63), suggesting the market is pricing in a high-quality moat that current growth rates (Revenue Growth 2.20%) do not fully justify. While profitability metrics (ROE 22.22%) and a consistent track record of earnings beats are strong, the combination of bearish technicals, insider selling, and stagnant YoY earnings growth warrants a neutral stance.

Strengths
Strong profitability with an ROE of 22.22% and Operating Margin of 24.13%
Excellent liquidity position with a Current Ratio of 3.01 and Quick Ratio of 1.63
Consistent earnings track record, beating estimates in 3 of the last 4 quarters
Risks
Significant overvaluation relative to Graham and Intrinsic value models
Stagnant growth profile with YoY earnings growth at -0.40%
Bearish technical trend (0/100) and negative insider sentiment
NPO BEARISH

NPO exhibits a stable but mediocre Piotroski F-Score of 4/9 and a severe valuation disconnect, with a current price of $291.55 trading at a massive premium to its Graham Number ($56.27) and Intrinsic Value ($13.44). While long-term price performance has been strong, recent fundamentals have deteriorated sharply, highlighted by a -196.8% YoY EPS collapse and a disastrous recent quarterly miss. The combination of a trailing P/E of 151.85, bearish insider selling, and a technical trend score of 10/100 suggests the stock is significantly overextended.

Strengths
Strong revenue growth (14.30% YoY)
Healthy liquidity with a Current Ratio of 2.32
Low leverage with a Debt/Equity ratio of 0.47
Risks
Extreme valuation premium over defensive fair value (Graham Number)
Severe earnings volatility and recent EPS collapse (-196.8% YoY)
Bearish insider sentiment with $2.65M in sales and zero buys

Compare Another Pair

MSA vs NPO: Head-to-Head Comparison

This page compares MSA Safety Incorporated (MSA) and Enpro Inc. (NPO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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