Industrial - Machinery
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NPO vs NDSN vs GTLS vs FELE
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
Industrial - Machinery
Industrial - Machinery
NPO vs NDSN vs GTLS vs FELE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $6.36B | $15.83B | $9.93B | $4.41B |
| Revenue (TTM) | $1.14B | $2.85B | $4.26B | $2.18B |
| Net Income (TTM) | $41M | $523M | $40M | $150M |
| Gross Margin | 42.6% | 55.2% | 32.6% | 35.2% |
| Operating Margin | 14.1% | 25.9% | 8.5% | 12.6% |
| Forward P/E | 33.7x | 24.8x | 16.4x | 21.6x |
| Total Debt | $655M | $2.09B | $3.74B | $280M |
| Cash & Equiv. | $115M | $108M | $366M | $100M |
NPO vs NDSN vs GTLS vs FELE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| EnPro Industries, I… (NPO) | 100 | 685.9 | +585.9% |
| Nordson Corporation (NDSN) | 100 | 150.5 | +50.5% |
| Chart Industries, I… (GTLS) | 100 | 528.5 | +428.5% |
| Franklin Electric C… (FELE) | 100 | 195.9 | +95.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NPO vs NDSN vs GTLS vs FELE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NPO is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 9.0%, EPS growth -44.6%, 3Y rev CAGR 1.3%
- 5.8% 10Y total return vs GTLS's 7.7%
- 9.0% revenue growth vs GTLS's 2.5%
- +74.7% vs FELE's +17.7%
NDSN carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.
- Dividend streak 37 yrs, beta 1.05, yield 1.1%
- PEG 1.68 vs FELE's 2.48
- Lower P/E (24.8x vs 33.7x)
- 18.4% margin vs GTLS's 0.9%
GTLS is the clearest fit if your priority is stability.
- Beta 0.56 vs NPO's 1.61
FELE is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.92, Low D/E 21.1%, current ratio 2.79x
- Beta 0.92, yield 1.1%, current ratio 2.79x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.0% revenue growth vs GTLS's 2.5% | |
| Value | Lower P/E (24.8x vs 33.7x) | |
| Quality / Margins | 18.4% margin vs GTLS's 0.9% | |
| Stability / Safety | Beta 0.56 vs NPO's 1.61 | |
| Dividends | 1.1% yield, 37-year raise streak, vs NPO's 0.4% | |
| Momentum (1Y) | +74.7% vs FELE's +17.7% | |
| Efficiency (ROA) | 10.2% ROA vs GTLS's 0.4%, ROIC 10.5% vs 7.4% |
NPO vs NDSN vs GTLS vs FELE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NPO vs NDSN vs GTLS vs FELE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NDSN leads in 2 of 6 categories
FELE leads 2 • NPO leads 1 • GTLS leads 1
Explore the data ↓Income & Cash Flow (Last 12 Months)
NDSN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GTLS is the larger business by revenue, generating $4.3B annually — 3.7x NPO's $1.1B. NDSN is the more profitable business, keeping 18.4% of every revenue dollar as net income compared to GTLS's 0.9%. On growth, NPO holds the edge at +14.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.1B | $2.8B | $4.3B | $2.2B |
| EBITDAEarnings before interest/tax | $264M | $851M | $644M | $322M |
| Net IncomeAfter-tax profit | $41M | $523M | $40M | $150M |
| Free Cash FlowCash after capex | $158M | $646M | $203M | $169M |
| Gross MarginGross profit ÷ Revenue | +42.6% | +55.2% | +32.6% | +35.2% |
| Operating MarginEBIT ÷ Revenue | +14.1% | +25.9% | +8.5% | +12.6% |
| Net MarginNet income ÷ Revenue | +3.5% | +18.4% | +0.9% | +6.9% |
| FCF MarginFCF ÷ Revenue | +13.8% | +22.7% | +4.8% | +7.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +14.3% | +8.8% | -2.5% | +9.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -3.3% | +44.2% | -36.1% | +13.4% |
Valuation Metrics
FELE leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 30.8x trailing earnings, FELE trades at a 95% valuation discount to GTLS's 628.5x P/E. Adjusting for growth (PEG ratio), NDSN offers better value at 2.26x vs FELE's 3.53x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $6.4B | $15.8B | $9.9B | $4.4B |
| Enterprise ValueMkt cap + debt − cash | $6.9B | $17.8B | $13.3B | $4.6B |
| Trailing P/EPrice ÷ TTM EPS | 157.56x | 33.39x | 628.45x | 30.75x |
| Forward P/EPrice ÷ next-FY EPS est. | 33.74x | 24.80x | 16.40x | 21.64x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.26x | — | 3.53x |
| EV / EBITDAEnterprise value multiple | 26.09x | 20.66x | 14.33x | 13.82x |
| Price / SalesMarket cap ÷ Revenue | 5.56x | 5.67x | 2.33x | 2.07x |
| Price / BookPrice ÷ Book value/share | 4.09x | 5.31x | 2.79x | 3.41x |
| Price / FCFMarket cap ÷ FCF | 39.94x | 23.94x | 48.95x | 22.81x |
Profitability & Efficiency
FELE leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
NDSN delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $1 for GTLS. FELE carries lower financial leverage with a 0.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to GTLS's 1.11x. On the Piotroski fundamental quality scale (0–9), NPO scores 7/9 vs FELE's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +2.7% | +16.8% | +1.2% | +11.4% |
| ROA (TTM)Return on assets | +1.6% | +10.2% | +0.4% | +7.6% |
| ROICReturn on invested capital | +6.1% | +10.5% | +7.4% | +14.7% |
| ROCEReturn on capital employed | +6.8% | +13.4% | +8.6% | +18.1% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.42x | 0.69x | 1.11x | 0.21x |
| Net DebtTotal debt minus cash | $541M | $2.0B | $3.4B | $181M |
| Cash & Equiv.Liquid assets | $115M | $108M | $366M | $100M |
| Total DebtShort + long-term debt | $655M | $2.1B | $3.7B | $280M |
| Interest CoverageEBIT ÷ Interest expense | 2.69x | 7.44x | 1.08x | 24.75x |
Total Returns (Dividends Reinvested)
NPO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NPO five years ago would be worth $32,941 today (with dividends reinvested), compared to $12,034 for FELE. Over the past 12 months, NPO leads with a +74.7% total return vs FELE's +17.7%. The 3-year compound annual growth rate (CAGR) favors NPO at 47.2% vs FELE's 3.2% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +37.4% | +18.2% | +0.6% | +3.6% |
| 1-Year ReturnPast 12 months | +74.7% | +51.8% | +37.6% | +17.7% |
| 3-Year ReturnCumulative with dividends | +218.7% | +34.5% | +62.7% | +10.0% |
| 5-Year ReturnCumulative with dividends | +229.4% | +42.4% | +29.5% | +20.3% |
| 10-Year ReturnCumulative with dividends | +575.2% | +298.2% | +772.5% | +231.4% |
| CAGR (3Y)Annualised 3-year return | +47.2% | +10.4% | +17.6% | +3.2% |
Risk & Volatility
GTLS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GTLS is the less volatile stock with a 0.56 beta — it tends to amplify market swings less than NPO's 1.61 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GTLS currently trades 99.5% from its 52-week high vs FELE's 89.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.65x | 1.04x | 0.49x | 0.89x |
| 52-Week HighHighest price in past year | $310.13 | $305.28 | $208.51 | $111.53 |
| 52-Week LowLowest price in past year | $167.56 | $188.22 | $140.50 | $83.42 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +93.1% | +99.5% | +89.6% |
| RSI (14)Momentum oscillator 0–100 | 67.3 | 59.3 | 51.2 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 242K | 306K | 1.6M | 281K |
Analyst Outlook
NDSN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NPO as "Buy", NDSN as "Buy", GTLS as "Buy", FELE as "Hold". Consensus price targets imply 9.6% upside for NDSN (target: $312) vs -6.5% for GTLS (target: $194). For income investors, NDSN offers the higher dividend yield at 1.11% vs GTLS's 0.29%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $297.50 | $311.50 | $193.81 | $100.00 |
| # AnalystsCovering analysts | 11 | 20 | 37 | 11 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +1.1% | +0.3% | +1.1% |
| Dividend StreakConsecutive years of raises | 11 | 37 | 1 | 32 |
| Dividend / ShareAnnual DPS | $1.25 | $3.15 | $0.60 | $1.11 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.9% | 0.0% | +3.8% |
NDSN leads in 2 of 6 categories (Income & Cash Flow, Analyst Outlook). FELE leads in 2 (Valuation Metrics, Profitability & Efficiency).
NPO vs NDSN vs GTLS vs FELE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NPO or NDSN or GTLS or FELE a better buy right now?
For growth investors, EnPro Industries, Inc.
(NPO) is the stronger pick with 9. 0% revenue growth year-over-year, versus 2. 5% for Chart Industries, Inc. (GTLS). Franklin Electric Co. , Inc. (FELE) offers the better valuation at 30. 8x trailing P/E (21. 6x forward), making it the more compelling value choice. Analysts rate EnPro Industries, Inc. (NPO) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NPO or NDSN or GTLS or FELE?
On trailing P/E, Franklin Electric Co.
, Inc. (FELE) is the cheapest at 30. 8x versus Chart Industries, Inc. at 628. 5x. On forward P/E, Chart Industries, Inc. is actually cheaper at 16. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Nordson Corporation wins at 1. 68x versus Franklin Electric Co. , Inc. 's 2. 48x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — NPO or NDSN or GTLS or FELE?
Over the past 5 years, EnPro Industries, Inc.
(NPO) delivered a total return of +229. 4%, compared to +20. 3% for Franklin Electric Co. , Inc. (FELE). Over 10 years, the gap is even starker: GTLS returned +772. 7% versus FELE's +229. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NPO or NDSN or GTLS or FELE?
By beta (market sensitivity over 5 years), Chart Industries, Inc.
(GTLS) is the lower-risk stock at 0. 49β versus EnPro Industries, Inc. 's 1. 65β — meaning NPO is approximately 234% more volatile than GTLS relative to the S&P 500. On balance sheet safety, Franklin Electric Co. , Inc. (FELE) carries a lower debt/equity ratio of 21% versus 111% for Chart Industries, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — NPO or NDSN or GTLS or FELE?
By revenue growth (latest reported year), EnPro Industries, Inc.
(NPO) is pulling ahead at 9. 0% versus 2. 5% for Chart Industries, Inc. (GTLS). On earnings-per-share growth, the picture is similar: Nordson Corporation grew EPS 4. 9% year-over-year, compared to -92. 0% for Chart Industries, Inc.. Over a 3-year CAGR, GTLS leads at 38. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NPO or NDSN or GTLS or FELE?
Nordson Corporation (NDSN) is the more profitable company, earning 17.
4% net margin versus 1. 0% for Chart Industries, Inc. — meaning it keeps 17. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NDSN leads at 25. 5% versus 12. 7% for FELE. At the gross margin level — before operating expenses — NDSN leads at 55. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is NPO or NDSN or GTLS or FELE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Nordson Corporation (NDSN) is the more undervalued stock at a PEG of 1. 68x versus Franklin Electric Co. , Inc. 's 2. 48x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Chart Industries, Inc. (GTLS) trades at 16. 4x forward P/E versus 33. 7x for EnPro Industries, Inc. — 17. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NDSN: 9. 6% to $311. 50.
08Which pays a better dividend — NPO or NDSN or GTLS or FELE?
All stocks in this comparison pay dividends.
Nordson Corporation (NDSN) offers the highest yield at 1. 1%, versus 0. 3% for Chart Industries, Inc. (GTLS).
09Is NPO or NDSN or GTLS or FELE better for a retirement portfolio?
For long-horizon retirement investors, Chart Industries, Inc.
(GTLS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 49), +772. 7% 10Y return). EnPro Industries, Inc. (NPO) carries a higher beta of 1. 65 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GTLS: +772. 7%, NPO: +593. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between NPO and NDSN and GTLS and FELE?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
NDSN, FELE pay a dividend while NPO, GTLS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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