JBT Marel Corporation (JBTM) vs Enpro Inc. (NPO)

JBT Marel Corporation and Enpro Inc. are both Specialty Industrial Machinery companies. Enpro Inc. is the larger, with a market value of $6.6B against $5.7B — 1.1× the size. JBT Marel Corporation trades at the lower P/E: 29.9× against 149×. JBT Marel Corporation grew revenue faster over the last twelve months: 44.9% against 13.3%. JBT Marel Corporation has the higher net margin (4.90% vs 3.60%) and the lower return on invested capital (2.98% vs 5.25%). Both pay a dividend; Enpro Inc. yields more (0.74% vs 0.40%). Across the 23 metrics below, JBT Marel Corporation leads on 14 and Enpro Inc. on 9.

Valuation

Metric JBTM NPO Specialty Industrial Machinery median
P/E 29.92 149.01 29.62
P/S 1.46 5.37 2.77
P/B 1.28 4.14 3.04
Price to free cash flow 17.88 40.64 23.81
EV/EBITDA 13.38 25.04 16.05
EV/Sales 1.86 5.78 2.94
Earnings yield 3.34% 0.67% 3.08%
Free cash flow yield 5.59% 2.46% 3.12%

Profitability

Metric JBTM NPO Specialty Industrial Machinery median
Gross margin 35.55% 42.78% 35.90%
Operating margin 7.35% 14.32% 11.22%
Net margin 4.90% 3.60% 7.80%
Free cash flow margin 8.17% 13.21% 9.51%
Return on equity 4.35% 2.86% 11.10%
Return on assets 2.37% 1.75% 4.63%
Return on invested capital 2.98% 5.25% 5.37%

Growth

Metric JBTM NPO Specialty Industrial Machinery median
Revenue growth (TTM) 44.86% 13.25% 6.45%
EPS growth (last fiscal year) (136.98%) (44.64%) —
Revenue growth, 5-year CAGR 17.06% 7.40% 8.31%
Net income growth, 5-year CAGR 0.00% (25.59%) 5.04%

Health

Metric JBTM NPO Specialty Industrial Machinery median
Debt to equity 0.38 0.36 0.35
Current ratio 1.24 2.28 2.11
Net debt to EBITDA 3.72 2.04 1.32

Dividend

Metric JBTM NPO Specialty Industrial Machinery median
Dividend yield 0.40% 0.74% 1.12%
Payout ratio 0.10 0.13 0.17

Size

Metric JBTM NPO Specialty Industrial Machinery median
Market cap 5.74b 6.59b 1.97b

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