MSA Safety Inc vs NAPCO Security Technologies Inc

MSA Safety Inc (MSA) is overvalued and NAPCO Security Technologies Inc (NSSC) is overvalued.

Both trade above our estimate of their intrinsic value. MSA is the closer of the two: -23%, against -53% for NSSC.

Values as of the 22 Sept 2026 close.

MSA Safety Inc (MSA)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $145.96; the price of $178.91 is 23% above that value, and 75% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

NAPCO Security Technologies Inc (NSSC)

Discounting its cash flows at 11.7% (average of 3 methods) values the shares at $23.41; the price of $35.88 is 53% above that value, and 68% of that value comes from beyond year five.

Leak Score 76/100 on 9 of 12 signals

MetricMSANSSC
VerdictOvervaluedOvervalued
Price$178.91$35.88
Intrinsic value$145.96$23.41
Margin of safety-23%-53%
Leak Score59/100 (3/12)76/100 (9/12)
Market cap$6.9B$1.3B
Revenue growth, 5 years6.8%12.2%
Operating margin22.3%30.5%
Net margin16.1%21.3%
Return on equity23.7%23.9%
Debt to equity0.460.03
P/E22.3x29.9x
Forward P/E17.9x19.6x
P/B4.9x6.7x
Dividend yield1.2%1.7%

All stocks in Security & Protection Services