NAS10029,447+1.73%S&P7,638+1.14%GOLD$4,412+0.27%BTC$77,965+2.04%VIX15.48+0.26%live tape · as of 15:00 UTC
The Screen · Industrials · Specialty Industrial Machinery
Enpro Inc.
NPO · the NYSE · USD · Market cap $6.4B · 4,000 employees
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…
Screened 2026-09-11 · the tape above runs as of 15:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
Enpro Inc. holds its Markdown at $300.49. Consolidating, no directional conviction, held for 263 days.
As held on the ledger · 2026-09-11
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 263 days
Price at the screen
$300.49
Valuation
145.87 trailing · 27.60 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.55
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
25.08%
Below 33%
Interest-bearing debt is just 25.1% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
9.34%
Below 49%
Money owed to the company is 9.3% of assets, under the 49% limit.
Pass
Revenue purity
0.51%
Below 5%
Only 0.5% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-11 screen. The gold marker is the market price at the same screen. The price runs 1.0% above the base estimate.
Third-party analyst targets: 4 covering, consensus None. The average target sits +26% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-11 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Premium Price for Thin Industrial Returns
Picture a factory gate where every seal and gasket must hold under pressure. Enpro builds those critical components across sealing technologies and advanced surfaces. Yet at $322 the shares sit well above our $270 fair value, with a 31 times forward multiple on just 4 percent margins and 3 percent return on equity. Revenue growth of 11 percent looks respectable, but it does not justify stretching the valuation when capital is barely earning its keep. We pass.
The market’s strong-buy chorus and $331 median target ignore how little profit actually reaches shareholders after years of modest returns. Ethical screens clear, yet the combination of stretched pricing and weak profitability leaves no margin of safety at current levels.
Cyclical industrial demand can swing quickly, and any slowdown would expose the thin buffers already visible in the numbers. Currency moves and customer concentration add further pressure that a high multiple does not price in. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
NPO trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-06Markdown · changed$303.32-9.8%Entry 5
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 9.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 29% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 70%. Our forward projection puts the odds of a 10% gain over the next month near 33%. The street (3 analysts) rates it strong buy, with a mean price target of $327.
2026-08-07Markup$336.37+0.5%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 0.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 29% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 70%. Our forward projection puts the odds of a 10% gain over the next month near 33%. The street (3 analysts) rates it strong buy, with a mean price target of $327.
2026-07-18Markup$334.60+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 29% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 70%. Our forward projection puts the odds of a 10% gain over the next month near 33%. The street (3 analysts) rates it strong buy, with a mean price target of $327.
2026-07-03Markup$334.60+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$334.60Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
