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Sensata Technologies Holding PLC ST

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Morningstar’s Analysis

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Sensata Is Charged Up and Ready for Growth; Raising FVE to $70, Shares Undervalued

Analyst Note

| William Kerwin |

We are raising our fair value estimate for narrow-moat Sensata Technologies to $70 per share from $50, due to higher profitability and longer-term growth assumptions in our forecast. Sensata’s share price has underperformed the market for several years as the firm has navigated shifts in customer preferences and weak end markets, but we think it is primed for an inflection point as its primary markets rebound in 2021 and new adjacent markets begin to add value. With shares trading at a 12% discount to our fair value estimate, we think Sensata forms an attractive opportunity for long-term investors looking to benefit from trends toward electric vehicle adoption and connectivity.

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Company Profile

Business Description

Sensata Technologies is a leading 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 (HVAC), and aerospace markets. The majority of the firm’s revenue comes from the automotive market, where it holds the largest market share for tire pressure monitoring systems.

529 Pleasant Street
Attleboro, MA, 02703, United Kingdom
T +1 508 236-3800
Sector Technology
Industry Scientific & Technical Instruments
Most Recent Earnings Dec 31, 2020
Fiscal Year End Dec 31, 2021
Stock Type
Employees 19,200