COMP <GO>
NPO vs TKR // OPERATING MARGIN
Enpro Inc. (NYSE) VS. Timken Company (NYSE) • 15-METRIC TALLY: NPO 5
— TKR 9
▲ OPERATING MARGIN LEADER: NPO
LAST: $271.53 (-4.54%) • MKT CAP: $6.02B
operating-margins
14.10%
LAST: $110.90 (-3.42%) • MKT CAP: $7.96B
operating-margins
11.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NPO VS. TKR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NPO | TKR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 42.60% | 30.40% | +12.20 | NPO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.10% | 9.10% | -3.00 | TKR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 33.3x | 13.2x | +20.10 | TKR | /valuation <GO> |
| Free Cash Flow Yield | 0.07% | 4.37% | -4.30 | TKR | /fcf-yield <GO> |
| Operating Margin ACTIVE | 14.10% | 11.80% | +2.30 | NPO | /operating-margins <GO> |
| Net Profit Margin | 3.50% | 6.30% | -2.80 | TKR | /net-margins <GO> |
| Revenue Growth (YoY) | 9.00% | 0.20% | +8.80 | NPO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.44% | 1.24% | -0.80 | TKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.60 | 3.31 | +1.29 | NPO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | NPO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 50.4 | -4.20 | TKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 1.11 | -0.24 | TKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 138.3x | 25.7x | +112.60 | TKR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.02B | $7.96B | -$1.94B | TKR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NPO REV | TKR REV | NPO GROSS % | TKR GROSS % | NPO FCF | TKR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.14B | $4.58B | 42.6% | 30.4% | — | $348.1M |
| FY 2024 | $1.05B | $4.57B | 42.4% | 31.5% | — | $269.9M |
| FY 2023 | $1.06B | $4.77B | — | — | — | $330.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NPO // BETA 0.87
TKR // BETA 1.11