EnPro Industries, Inc. logo NPO - EnPro Industries, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 10
HOLD 1
SELL 0
STRONG
SELL
0
| PRICE TARGET: $370.00 DETAILS
HIGH: $370.00
LOW: $370.00
MEDIAN: $370.00
CONSENSUS: $370.00
UPSIDE: 23.76%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 50% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Overvalued Strong
Trading 193.8% above fair value
Current Price $298.96
Bear Case $77.48 74.1% downside ($77.48 - $298.96) / $298.96 = -74.1% 4% stage 1 growth, 12% discount
Fair Value $101.76 66.0% downside ($101.76 - $298.96) / $298.96 = -66.0% 7% stage 1 growth, 12% discount
Bull Case $123.95 58.5% downside ($123.95 - $298.96) / $298.96 = -58.5% 10% stage 1 growth, 12% discount

Adjust Assumptions

7.4%
12.0%
3.0%

Key Value Driver

FCF growth rate (7% base case)

Terminal Value % of EV 32%
Implied Market Multiple 39.7x
Market is pricing in (growth) 20.2% vs our 7.4% base

Plain-Language Summary

Using a two-stage FCF DCF with 7% growth decelerating over 15 years, discounted at 12%, the base-case intrinsic value is $101.76 per share.

Analyst Consensus (External Reference)

Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.

Average Target (11 analysts) $370.00
Analyst Range $370.00 – $370.00
Divergence from AlphaVal 72%

Warnings

Stock-based employee pay equals 33% of profits. This dilutes existing shareholders, so cash flow alone overstates what owners really earn.
Wall Street's average price target is $370.00 (from 11 analysts). Our estimate is 72% below the consensus -- consider that gap carefully.

Key Risks

  • P/E alone misleads — earnings depressed by growth investment
  • Cyclical or commodity businesses may be misclassified as platforms
  • Terminal value dominance suggests sensitivity to long-run assumptions