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Sensata Technologies Holding PLC ST

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Stock XNYS Rating as of
$33.18 +0.67 (2.06%)
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Company Report

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Sensata Earnings: We Lower Fair Value Estimate to $69 on Weaker Near Term, but Continue to See Long-Term Value

William Kerwin

We trim our fair value estimate for shares of narrow-moat Sensata Technologies to $69, from $71, to reflect a weaker fourth-quarter guide and expectations for a soft 2024. Sensata's fourth-quarter guidance missed our expectations due to a higher impact management is baking in from ongoing worker strikes at US automakers. We also anticipate soft industrial markets to persist into 2024, along with moderating automotive growth overall. Still, we see shares as deeply undervalued. We continue to think the market is missing Sensata's long-term opportunity in electrification, its design win momentum to this end, and its resulting growth potential over the next five years.

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Price vs Fair Value

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ST is trading at a 52% discount.
Price
$33.18
Fair Value
$25.00
Uncertainty
High
1-Star Price
$619.23
5-Star Price
$36.80
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Sensata should benefit from secular trends toward electrification, efficiency, and connectivity to continue outgrowing global vehicle production.

Bears

Sensata derives three fourth of its sales from the cyclical transportation industry, leaving it vulnerable to downturns like those seen in 2019 and 2020.

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Trading Information

Previous Close Price
$32.51
Day Range
$32.19–33.30
52-Week Range
$30.56–53.26
Bid/Ask
$32.91 / $33.55
Market Cap
$5.02 Bil
Volume/Avg
1.7 Mil / 2.4 Mil

Key Statistics

Price/Earnings (Normalized)
8.82
Price/Sales
1.25
Dividend Yield
1.42%
Dividend Yield (Forward)
1.45%
Total Yield
3.62%

Company Profile

Sensata Technologies is a global supplier of sensors for transportation and industrial applications. Sensata sells a bevy of pressure, temperature, force, and position sensors into the automotive, heavy vehicle, industrial, heating, ventilation, and cooling, and aerospace markets. The majority of the firm’s revenue comes from the automotive market, where it focuses on bumper-in applications.
Sector
Technology
Industry
Scientific & Technical Instruments
Stock Style Box
Small Value
Total Number of Employees
20,800
Website
https://www.sensata.com

Competitors

Valuation

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Metric
ST
ROK
CON
Price/Earnings (Normalized)
 8.8223.2211.11
Price/Book Value
 1.569.071.01
Price/Sales
 1.253.590.35
Price/Cash Flow
 7.8621.774.33
Price/Earnings
ST
ROK
CON

Financial Strength

Metric
ST
ROK
CON
Quick Ratio
 1.900.960.70
Current Ratio
 2.861.461.20
Interest Coverage
 3.4212.825.50
Quick Ratio
ST
ROK
CON

Profitability

Metric
ST
ROK
CON
Return on Assets (Normalized)
 6.71%12.47%5.52%
Return on Equity (Normalized)
 18.17%44.80%15.45%
Return on Invested Capital (Normalized)
 9.80%20.18%10.34%
Return on Assets
ST
ROK
CON

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