AIT vs NPO
Applied Industrial Technologies vs EnPro Industries, Inc. — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
NPO
EnPro Industries, Inc.
60
Watch
| Metric | AIT | NPO |
|---|
| AI Score |
74
|
60
|
| Price |
$352.86
|
$336.13
|
| P/E Ratio |
32.84×
|
161.77×
|
| ROE |
21.3%
|
2.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
42.8%
|
| Debt / Equity |
0.20×
|
0.37×
|
| Dividend Yield |
0.6%
|
0.4%
|
| RSI (14) |
69.5
|
57.5
|
| Beta |
0.847
|
1.561
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AIT versus NPO.
AIT leads by 14 points.
AIT scores 74/100 (Buy) versus NPO at 60/100 (Watch).
AIT Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Weekly RSI at 81 -- overbought on the larger timeframe too — Technical
NPO Committee View
60% agreement
5 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 158.6 is expensive by classic value standards — Value
- ROE of only 2.8% -- cheap may mean cheap for a reason — Value
- EPS declining -48.5% YoY despite any revenue growth — Growth