Sensata Technologies Holding PLC ST

Morningstar Rating
$45.32 +0.56 (1.25%)
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Company Report

Sensata Is Slowly Rebuilding Market Confidence Under a New Management Team

We view Sensata Technologies as a niche, but capable supplier of sensors and electrical protection in the transportation and industrial markets. We like the firm’s ability to benefit from electrification across industries with a good organic portfolio. Nevertheless, Sensata has been plagued by poor execution, including value-dilutive acquisitions, over the past five years. After a misguided strategic foray into the telematics market, Sensata changed CEOs and divested its failed Insights business. We like our first evidence into the new management team, installed in 2025, which shows early credibility and execution.

Price vs Fair Value

ST is trading at a LOCK|<LMm!$ premium.
Price
$45.32
Fair Value
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Uncertainty
LOCK|Mwt
1-Star Price
LOCK|.R$
5-Star Price
LOCK|.^
Economic Moat
LOCK|@n&
Capital Allocation
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Bulls Say, Bears Say

Bulls

Sensata should benefit from secular trends toward electrification and efficiency to continue outperforming global production.

Bears

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

News

Trading Information

Previous Close Price
$44.76
Day Range
$44.5945.62
52-Week Range
$28.3553.89
Bid/Ask
$44.00 / $46.15
Shares Outstanding
145.43M
Market Cap
$6.59B
Volume/Avg
943,437 / 2M

Key Statistics

Price/Earnings (Normalized)
12.65
Price/Sales
1.74
Dividend Yield (Trailing)
1.06%
Dividend Yield (Forward)
1.06%
Total Yield
1.74%

Company Profile

Sensata Technologies is a global supplier of sensors and electrical protection 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. It also sells electrical protection products, like contactors and relays. 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
17

Competitors

Valuation

Metric
ST
LFUS
APH
Price/Earnings (Normalized)
12.6534.2742.07
Price/Book Value
2.254.0513.95
Price/Sales
1.744.057.86
Price/Cash Flow
10.6322.7434.31
Price/Earnings
ST
LFUS
APH

Financial Strength

Metric
ST
LFUS
APH
Quick Ratio
1.751.651.17
Current Ratio
2.752.611.71
Interest Coverage
1.892.2513.59
Quick Ratio
ST
LFUS
APH

Profitability

Metric
ST
LFUS
APH
Return on Assets (Normalized)
7.30%11.88%15.72%
Return on Equity (Normalized)
18.17%18.71%39.25%
Return on Invested Capital (Normalized)
10.32%14.74%21.73%
Return on Assets
ST
LFUS
APH

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