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Sensata Technologies Holding PLC ST

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Morningstar’s Analysis

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1-Star Price

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5-Star Price

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Economic Moat

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Capital Allocation

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Sensata Finishes Off 2020 With a Strong Showing; Maintain $50 Fair Value Estimate

Analyst Note

| William Kerwin |

Sensata posted a strong end to a challenging year, as the top line exceeded our forecast and the FactSet consensus estimate by a healthy margin. As global economic activity picks up, after a year marred by pandemic-induced business slowdowns, Sensata has reported robust demand across its verticals with particular strength visible in the Automotive and Industrial segments. Sensata stands to benefit from the secular trend toward electrification in 2021 and beyond, a strategy underscored by the firm’s acquisition of Denmark-based Lithium Balance earlier this year. We expect this strategy to underscore growth for the firm and maintain our $50 fair value estimate for narrow-moat Sensata. At current valuations, we view shares as marginally overvalued.

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Company Profile

Business Description

Sensata Technologies is a leading supplier of mission-critical sensors and controls. Its products include sensors for temperature, pressure, speed, and positioning, among other items. Sensata operates in two segments: performance sensing and sensing solutions.

Contact
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, 2020
Stock Type
Employees 19,200