Analyzing Enpro (NYSE:NPO) & Hyster-Yale (NYSE:HY)

Enpro (NYSE:NPO) and Hyster-Yale (NYSE:HY) are both industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitability and analyst recommendations.

Earnings & Valuation

This table compares Enpro and Hyster-Yale”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Enpro	$1.14 billion	5.02	$40.50 million	$2.05	132.31
Hyster-Yale	$3.77 billion	0.14	-$60.10 million	($6.56)	-4.35

Enpro has higher earnings, but lower revenue than Hyster-Yale. Hyster-Yale is trading at a lower price-to-earnings ratio than Enpro, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current ratings and target prices for Enpro and Hyster-Yale, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Enpro	0	2	3	0	2.60
Hyster-Yale	1	1	2	0	2.25

Enpro currently has a consensus price target of $358.33, suggesting a potential upside of 32.11%. Hyster-Yale has a consensus price target of $47.50, suggesting a potential upside of 66.37%. Given Hyster-Yale’s higher possible upside, analysts plainly believe Hyster-Yale is more favorable than Enpro.

Volatility & Risk

Enpro has a beta of 1.58, indicating that its share price is 58% more volatile than the S&P 500. Comparatively, Hyster-Yale has a beta of 1.63, indicating that its share price is 63% more volatile than the S&P 500.

Insider & Institutional Ownership

98.3% of Enpro shares are owned by institutional investors. Comparatively, 46.5% of Hyster-Yale shares are owned by institutional investors. 1.6% of Enpro shares are owned by company insiders. Comparatively, 37.8% of Hyster-Yale shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares Enpro and Hyster-Yale’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Enpro	3.60%	11.83%	7.10%
Hyster-Yale	-3.33%	-21.03%	-4.87%

Dividends

Enpro pays an annual dividend of $1.28 per share and has a dividend yield of 0.5%. Hyster-Yale pays an annual dividend of $1.46 per share and has a dividend yield of 5.1%. Enpro pays out 62.4% of its earnings in the form of a dividend. Hyster-Yale pays out -22.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Enpro has raised its dividend for 2 consecutive years and Hyster-Yale has raised its dividend for 1 consecutive years. Hyster-Yale is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Enpro beats Hyster-Yale on 11 of the 17 factors compared between the two stocks.

About Enpro

Enpro Inc. design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, and internationally. It operates through two segments, Sealing Technologies and Advanced Surface Technologies. The Sealing Technologies segment offers single-use hygienic seals, tubing, components and assemblies; metallic, non-metallic, and composite material gaskets; dynamic seals; compression packing; hydraulic components; expansion joints; and wall penetration products for chemical and petrochemical processing, pulp and paper processing, nuclear energy, hydrogen, natural gas, food and biopharmaceutical processing, primary metal manufacturing, mining, water and waste treatment, commercial vehicle, aerospace, medical, filtration, and semiconductor fabrication industries. The Advanced Surface Technologies segment offers cleaning, coating, testing, refurbishment, and verification services for critical components and assemblies used in semiconductor manufacturing equipment, as well as for critical applications in the space, aerospace, and defense markets; and specialized optical filters and thin-film coatings for various applications in the industrial technology, life sciences, and semiconductor markets. The company was formerly known as EnPro Industries, Inc. and changed its name to Enpro Inc. in December 2023. Enpro Inc. was incorporated in 2002 and is headquartered in Charlotte, North Carolina.

About Hyster-Yale

Hyster-Yale, Inc., through its subsidiaries, designs, engineers, manufactures, sells, and services a line of lift trucks, attachments, and aftermarket parts worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster and Yale brand names to independent Hyster and Yale retail dealerships. The company also sells aftermarket parts under the Hyster and Yale, as well as UNISOURCE and PREMIER brands to Hyster and Yale dealers for the service of competitor lift trucks. In addition, it produces and distributes attachments, forks, and lift tables under the Bolzoni, Auramo, and Meyer brand names; and designs and produces products in the port equipment and rough terrain forklift markets. Further, the company designs, manufactures, and sells hydrogen fuel-cell stacks and engines. It serves light and heavy manufacturers, trucking and automotive companies, rental companies, building materials and paper suppliers, lumber, metal products, warehouses, retailers, food distributors, container handling companies, and U.S. and non-U.S. governmental agencies. The company was formerly known as Hyster-Yale Materials Handling, Inc. and changed its name to Hyster-Yale, Inc. in June 2024. Hyster-Yale, Inc. was incorporated in 1991 and is headquartered in Cleveland, Ohio.