ECL vs NSSC vs ERII Stock Comparison

Ecolab, Napco Security Technologies and Energy Recovery Prices as of Nov 5, 2026 Peers: Industry group
1 more company in this comparison (NWPX) Create a free account to keep reading and compare up to 10 companies.
ECL Ecolab Inc.
$305.85 +8.9% 1M +18.1% 1Y
Market cap
$85.79B
P/E
41.2x
Revenue (TTM)
$17.37B
Div. yield
0.95%
Water Treatment Industrials
5 wins
ERII Energy Recovery, Inc.
$6.70 -5.4% 1M -61.2% 1Y
Market cap
$341.19M
P/E
66.6x
Revenue (TTM)
$99.77M
Div. yield
–
Water Treatment Industrials
1 win

Head to Head

10 decided of 12

Ecolab leads on 5 of the 12 questions below (Ecolab 5, Napco Security Technologies 4, Energy Recovery 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionECLNSSCERIILeader
Larger companyMarket capitalisation $85.79B $1.07B $341.19M ECL
Cheaper on earningsLower P/E, profitable companies only 41.2x 24.5x 66.6x NSSC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 38.7x 20.0x — NSSC
Faster revenue growthRevenue growth, trailing twelve months +9.3% +8.7% -26.2% ECL
More profitableNet margin, trailing twelve months 12.0% 21.6% 5.1% NSSC
Better return on capitalReturn on invested capital 10.0% — — –
Less leveragedLower net debt / EBITDA 3.1x — — –
Higher dividend yieldTrailing dividend yield 0.95% 2.03% — NSSC
Better 1-year returnPrice return, last 12 months +18.1% -32.4% -61.2% ECL
Better 5-year returnAnnualised price return, 5 years +5.8%/yr +4.6%/yr -21.5%/yr ECL
Less volatileAnnualised volatility, 1 year 21.8% 45.1% 63.9% ECL
Higher overall scoreMean of the five percentile scores vs peers 62/100 63/100 77/100 ERII

Percentile Scorecard

ECLNSSCERII

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisECLNSSCERII
Valuation 58 #9 of 20 37 #72 of 114 84 #4 of 20
Growth 82 #4 of 18 60 #40 of 98 35 #12 of 18
Profitability 88 #3 of 17 98 #3 of 95 69 #6 of 17
Financial Health 20 #17 of 21 97 #5 of 126 95 #2 of 21
Shareholder Returns 64 #5 of 12 21 #56 of 71 100 #1 of 12
Overall 62 63 77
  • ECL ranked among 21 companies in Environmental Equipment
  • NSSC ranked among 131 companies in Business Services
  • ERII ranked among 21 companies in Environmental Equipment

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodECLNSSCERIISPY
1 month +8.9%-18.1%-5.4% -5.9%
3 months +7.8%-26.7%-23.3% -4.6%
6 months +19.2%-27.9%-29.0% +0.2%
Year to date +16.5%-28.1%-50.3% +7.5%
1 year +18.1%-32.4%-61.2% +8.2%
3 years +75.3%+31.2%-63.0% +68.3%
3 years, per year +20.6%+9.5%-28.2% +19.0%
5 years +32.6%+25.0%-70.1% +56.5%
5 years, per year +5.8%+4.6%-21.5% +9.4%
10 years +176.4%+750.8%-28.4% +251.5%
10 years, per year +10.7%+23.9%-3.3% +13.4%

Risk

MeasureECLNSSCERIISPY
Volatility, 1Y 21.8%45.1%63.9% 13.6%
Downside volatility, 1Y 21.0%51.5%83.5% 14.2%
Beta vs S&P 500, 1Y 0.511.261.63 1.00
Return / volatility, 1Y 0.83-0.72-0.96 0.60
Max drawdown, 5Y -44.3%-65.8%-78.3% -25.4%
From 52-week high -2.9%-36.5%-61.2% -5.9%
52-week high $315.10$47.23$17.26 $779.14
52-week low $245.73$29.99$6.64 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleECLNSSCERII
P/E now vs peer median 41.2xmedian 36.2x 24.5xmedian 21.1x 66.6xmedian 36.2x
P/S now vs peer median 4.9xmedian 2.5x 5.3xmedian 0.9x 3.4xmedian 2.5x
EV/EBITDA now vs peer median 24.7xmedian 22.1x 19.4xmedian 11.7x 54.6xmedian 22.1x
P/FCF now vs peer median 47.8xmedian 25.4x 21.4xmedian 15.3x 10.5xmedian 25.4x
P/B now vs peer median 8.2xmedian 1.8x 5.4xmedian 2.3x 2.1xmedian 1.8x
PEG now vs peer median 2.08median 2.08 2.57median 0.88 -2.41median 2.08

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsECLNSSCERII
Revenue $17.37B $203.13M $99.77M
Gross profit $7.63B $121.30M $60.82M
Operating income $2.90B $46.11M $777.00K
Net income $2.10B $43.87M $5.14M
Free cash flow $1.80B $50.10M $32.36M
R&D – $14.60M $11.67M
EPS (diluted) $7.38 $1.22 $0.10
Cash & equivalents $722.30M $123.88M $42.48M
Total debt $13.19B – –
Shares (diluted) 282.10M 35.88M 51.03M
Enterprise value $78.80B $560.18M $3.63M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricECLNSSCERII
P/E 41.2x 24.5x 66.6x
P/FCF 47.8x 21.4x 10.5x
P/Operating cash flow 28.3x 20.5x 9.7x
P/S 4.9x 5.3x 3.4x
P/B 8.2x 5.4x 2.1x
P/Tangible book 16.0x 5.5x 2.1x
EV/EBITDA 24.7x 19.4x 54.6x
EV/EBIT 33.9x 20.3x 332.2x
EV/Revenue 5.7x 4.6x 2.6x
EV/FCF 54.7x 18.7x 8.0x
EV/Operating cash flow 32.4x 18.0x 7.3x
PEG (3Y EPS CAGR) 2.08 2.57 -2.41

Growth

14 metrics
MetricECLNSSCERII
Revenue growth (1Y) 9.3% 8.7% -26.2%
Revenue CAGR (3Y) 4.9% 5.7% -4.2%
Gross profit growth (1Y) 8.4% 16.3% -32.5%
Gross profit CAGR (3Y) 8.8% 14.4% -7.8%
Operating income growth (1Y) 11.3% -4.0% -95.7%
Operating income CAGR (3Y) 17.2% 6.4% -60.9%
Net income growth (1Y) 4.7% -1.2% -73.7%
Net income CAGR (3Y) 18.8% 8.3% -30.7%
EPS growth (1Y) 6.2% -1.2% -72.4%
EPS CAGR (3Y) 19.8% 9.5% -27.7%
Operating cash flow growth (1Y) 15.2% -1.7% 70.3%
Operating cash flow CAGR (3Y) 7.8% 11.3% 23.6%
Free cash flow growth (1Y) 15.6% -2.7% 62.8%
Free cash flow CAGR (3Y) 1.8% 12.7% 25.9%

Profitability

14 metrics
MetricECLNSSCERII
Gross margin 43.9% 59.7% 61.0%
EBITDA margin 22.9% 23.8% 4.7%
Operating margin 16.7% 22.7% 0.8%
Pretax margin 15.0% 24.9% 3.8%
Net margin 12.0% 21.6% 5.1%
FCF margin 10.3% 24.7% 32.4%
Operating cash flow margin 17.4% 25.7% 35.3%
Return on equity 20.4% 22.5% 3.0%
Return on assets 6.9% 18.7% 2.6%
Return on invested capital 10.0% – –
Return on capital employed 12.0% 22.3% 0.4%
Asset turnover 0.6x 0.9x 0.5x
Cash conversion (OCF / net income) 1.4x 1.2x 6.8x
Stock comp / revenue 0.8% 0.5% 6.0%

Financial Health

11 metrics
MetricECLNSSCERII
Debt / assets 42.4% – –
Debt / equity 1.3x – –
Net debt / EBITDA 3.1x – –
Debt / FCF 7.3x – –
Liabilities / assets 66.4% 14.4% 13.9%
Equity / assets 33.6% 85.6% 86.1%
Interest coverage 8.0x – –
Current ratio 1.1x 7.2x 7.2x
Quick ratio 0.7x 5.8x 4.7x
Cash ratio 0.1x 4.8x 4.2x
Altman Z-score 4.00 23.16 9.77

Shareholder Returns

7 metrics
MetricECLNSSCERII
Dividend yield 1.0% 2.0% –
Net buyback yield 1.1% -0.1% 7.8%
Shareholder yield 2.0% 2.0% 7.8%
Payout ratio (earnings) 39.0% – –
Payout ratio (FCF) 45.6% – –
Dividend growth (1Y) 12.7% – –
Dividend CAGR (3Y) 9.7% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusECLNSSCERII
Forward P/E 38.7xFY2026 20.0xFY2027 –
EPS, next fiscal year $7.91FY2026 $1.50FY2027 $-0.20FY2026
EPS growth, next FY +5.0%FY2026 -6.3%FY2027 -147.6%FY2026
EPS growth, the year after +23.4% +22.7% –
Revenue, next fiscal year $17.28BFY2026 $204.22MFY2027 $69.90MFY2026
Revenue growth, next FY +7.5%FY2026 +0.9%FY2027 -48.2%FY2026
Revenue growth, the year after +5.7% +8.6% +45.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersECLNSSCERII
Held by institutions 80.0% 100.0% 85.0%
Institutions holding 1,715 261 197
Change in shares held, QoQ +1.4% +4.2% -1.1%
Institutions buying 764 138 120
Institutions selling 680 89 45
Buyers to sellers 1.12 1.55 2.67

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ECLNSSCERII
ECL 1.00 0.19 0.23
NSSC 0.19 1.00 0.18
ERII 0.23 0.18 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ECL, NSSC and ERII?

Ecolab (ECL) is the largest by market capitalisation: Ecolab (ECL) $85.79B, Napco Security Technologies (NSSC) $1.07B, Energy Recovery (ERII) $341.19M.

Which stock is cheaper, ECL, NSSC and ERII?

Napco Security Technologies (NSSC) trades on the lowest price-to-earnings ratio (Ecolab (ECL) 41.2x, Napco Security Technologies (NSSC) 24.5x, Energy Recovery (ERII) 66.6x). On next year's consensus earnings, Napco Security Technologies (NSSC) is cheapest (Ecolab (ECL) 38.7x, Napco Security Technologies (NSSC) 20.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ecolab (ECL) grew revenue fastest over the trailing twelve months: Ecolab (ECL) +9.3%, Napco Security Technologies (NSSC) +8.7%, Energy Recovery (ERII) -26.2%.

Which company is more profitable?

Napco Security Technologies (NSSC) has the highest net margin (Ecolab (ECL) 12.0%, Napco Security Technologies (NSSC) 21.6%, Energy Recovery (ERII) 5.1%).

Which stock has performed better?

Over the past year Ecolab (ECL) returned the most: Ecolab (ECL) +18.1%, Napco Security Technologies (NSSC) -32.4%, Energy Recovery (ERII) -61.2%. Over five years, Ecolab (ECL) compounded fastest (Ecolab (ECL) +5.8%/yr, Napco Security Technologies (NSSC) +4.6%/yr, Energy Recovery (ERII) -21.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Napco Security Technologies (NSSC) has the highest dividend yield: Ecolab (ECL) 0.95%, Napco Security Technologies (NSSC) 2.03%. Energy Recovery (ERII) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ecolab (ECL) has been the steadiest (Ecolab (ECL) 21.8%, Napco Security Technologies (NSSC) 45.1%, Energy Recovery (ERII) 63.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ECL, NSSC and ERII?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ecolab (ECL) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.