Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ST
BuySecond WindFLAGSensata Technologies Holding plc · Technology · United States · $6.0B · Avg Vol: $64M/d
Sensata Technologies has strong momentum at M77 with a buyback on file, but quality at Q44 is below the calibrated floor and value V55 is offset, so stage one fails. Insider selling is separately adverse.
COMPANY DESCRIPTION
Sensata Technologies Holding plc is a global industrial technology company that develops and manufactures a broad portfolio of mission-critical sensors and controls for automotive, aerospace, industrial, and heavy vehicle applications. The company holds a strong leadership position in its specialized markets due to its extensive intellectual property, deep engineering expertise, and the indispensable nature of its products for safety, efficiency, and performance. This niche focus on essential sensing solutions creates significant barriers to entry and strong customer relationships.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.0B | 4.1B | 3.9B | 3.7B | -2.8% | 3.8B | 3.9B | 4.0B | 4.5% |
| EPS | 2.00 | -0.03 | 0.85 | 0.21 | -52.8% | 0.62 | 0.23 | 0.25 | 9.4% |
| Shares | 152.4M | 150.7M | 150.1M | 145.8M | -4.3% | 145.5M | — | — | — |
| Debt | 4.3B | 3.4B | 3.2B | 2.9B | -12.3% | 2.4B | — | — | — |
| Equity | 3.1B | 3.0B | 2.9B | 2.8B | -3.6% | — | — | — | — |
| Op CF | 460.6M | 456.7M | 551.5M | 621.5M | 10.5% | 693.9M | — | — | — |
| Inv CF | -590.6M | -165.0M | -19.2M | -95.8M | — | — | — | — | — |
| Fin CF | -353.5M | -1.0B | -442.8M | -550.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ST are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ST | Sensata Technologies Holding plc(you) | $6.0B | 74 | Buy |
| NOVT | Novanta Inc. | $5.4B | 74 | Buy |
| VNT | Vontier Corporation | $4.4B | 77 | Buy |
| ITRI | Itron, Inc. | $4.3B | 78 | Buy |
| CGNX | Cognex Corporation | $10.2B | 85 | Strong Buy |
| BMI | Badger Meter, Inc. | $3.9B | 59 | Hold |
| ESE | ESCO Technologies Inc. | $7.2B | 53 | Hold |
| MKSI | MKS Inc. | $17.3B | 67 | Buy |
| FTV | Fortive Corporation | $18.0B | 60 | Hold |
| TDY | Teledyne Technologies Incorporated | $28.8B | 65 | Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%