Sensata Technologies Holding plc

DB:S94 Stock Report

Market Cap: €2.8b

Sensata Technologies Holding Valuation

Is S94 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of S94 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
€48.21
Fair Value
60.6% undervalued intrinsic discount
15
Number of Analysts

Below Fair Value: S94 (€19) is trading below our estimate of fair value (€48.21)

Significantly Below Fair Value: S94 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for S94?

Key metric: As S94 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for S94. This is calculated by dividing S94's market cap by their current earnings.
What is S94's PE Ratio?
PE Ratio24.7x
EarningsUS$128.48m
Market CapUS$3.16b

Price to Earnings Ratio vs Peers

How does S94's PE Ratio compare to its peers?

The above table shows the PE ratio for S94 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average52.8x
F3C SFC Energy
46.1x29.6%€433.2m
NDX1 Nordex
131.7x42.0%€3.9b
GIL DMG MORI
21.6xn/a€3.7b
JUN3 Jungheinrich
11.6x7.0%€3.4b
S94 Sensata Technologies Holding
24.7x22.8%€3.2b

Price-To-Earnings vs Peers: S94 is good value based on its Price-To-Earnings Ratio (24.7x) compared to the peer average (52.8x).

Price to Earnings Ratio vs Industry

How does S94's PE Ratio compare vs other companies in the European Electrical Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
S94 24.7xIndustry Avg. 15.2xNo. of Companies13PE01020304050+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: S94 is expensive based on its Price-To-Earnings Ratio (24.7x) compared to the European Electrical industry average (15.2x).

Price to Earnings Ratio vs Fair Ratio

What is S94's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

S94 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24.7x
Fair PE Ratio26.1x

Price-To-Earnings vs Fair Ratio: S94 is good value based on its Price-To-Earnings Ratio (24.7x) compared to the estimated Fair Price-To-Earnings Ratio (26.1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst S94 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€19.00
€28.03
+47.5%
27.0%€44.85€17.59n/a15
May ’26€18.50
€28.03
+51.5%
27.0%€44.85€17.59n/a15
Apr ’26€22.40
€33.43
+49.3%
18.2%€46.99€24.88n/a14
Mar ’26€27.60
€35.23
+27.6%
17.7%€49.17€26.03n/a15
Feb ’26€26.40
€37.96
+43.8%
17.0%€56.31€29.13n/a16
Jan ’26€26.20
€38.44
+46.7%
15.6%€55.17€30.44n/a16
Dec ’25€30.20
€38.44
+27.3%
15.6%€55.17€30.44n/a16
Nov ’25€31.60
€42.23
+33.6%
18.9%€58.78€31.23n/a16
Oct ’25€32.00
€42.38
+32.4%
19.2%€57.82€31.62n/a16
Sep ’25€34.20
€43.37
+26.8%
20.2%€63.20€32.06n/a16
Aug ’25€36.00
€44.20
+22.8%
20.2%€63.72€32.32n/a15
Jul ’25€34.60
€44.59
+28.9%
17.3%€64.09€31.58n/a14
Jun ’25€37.20
€44.59
+19.9%
17.3%€64.09€31.58n/a14
May ’25€38.80
€43.44
+12.0%
16.4%€64.64€31.85€18.5015
Apr ’25€33.60
€41.72
+24.2%
21.5%€64.43€29.88€22.4014
Mar ’25€31.80
€41.72
+31.2%
21.5%€64.43€29.88€27.6014
Feb ’25€33.40
€43.32
+29.7%
18.5%€63.64€31.36€26.4014
Jan ’25€34.00
€44.19
+30.0%
24.0%€65.71€31.94€26.2012
Dec ’24€29.80
€44.19
+48.3%
24.0%€65.71€31.94€30.2012
Nov ’24€30.00
€46.68
+55.6%
24.9%€68.13€33.12€31.6012
Oct ’24€36.00
€51.44
+42.9%
17.3%€70.06€41.66€32.0012
Sep ’24€34.60
€50.63
+46.3%
16.0%€68.12€44.18€34.2012
Aug ’24€38.40
€49.73
+29.5%
15.8%€66.70€43.27€36.0012
Jul ’24€40.80
€53.50
+31.1%
16.2%€72.95€40.85€34.6013
Jun ’24€38.80
€51.99
+34.0%
16.0%€70.69€39.59€37.2013
May ’24€39.20
€51.99
+32.6%
16.0%€70.69€39.59€38.8013
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
€27.91
Fair Value
31.9% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/07 01:05
End of Day Share Price 2025/05/07 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sensata Technologies Holding plc is covered by 36 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard RadbourneAtlantic Equities LLP
Luke JunkBaird
Ishan MajumdarBaptista Research