Buy Or Sell Opportunity • May 13
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 36% to CHF79.20. The fair value is estimated to be CHF65.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 21% per annum over the same time period. Announcement • Apr 08
Sensirion Holding AG, Annual General Meeting, May 11, 2026 Sensirion Holding AG, Annual General Meeting, May 11, 2026, at 17:00 W. Europe Standard Time. Buy Or Sell Opportunity • Mar 26
Now 27% overvalued Over the last 90 days, the stock has fallen 3.0% to CHF58.10. The fair value is estimated to be CHF45.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Reported Earnings • Mar 12
Full year 2025 earnings released: EPS: CHF1.29 (vs CHF1.85 loss in FY 2024) Full year 2025 results: EPS: CHF1.29 (up from CHF1.85 loss in FY 2024). Revenue: CHF342.4m (up 24% from FY 2024). Net income: CHF20.1m (up CHF49.0m from FY 2024). Profit margin: 5.9% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Buy Or Sell Opportunity • Mar 10
Now 35% overvalued The stock has been flat over the last 90 days, currently trading at CHF58.10. The fair value is estimated to be CHF42.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.6% in 2 years. Earnings are forecast to grow by 73% in the next 2 years. Announcement • Mar 10
Sensirion Holding AG to Report First Half, 2026 Results on Aug 19, 2026 Sensirion Holding AG announced that they will report first half, 2026 results on Aug 19, 2026 Buy Or Sell Opportunity • Feb 10
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at CHF58.35. The fair value is estimated to be CHF48.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Announcement • Jan 28
Sensirion Holding AG Announces Highly Intly Stable Co2 Sensor Sensirion Holding AG announced highly intrinsically stable CO2 sensor in late 2026. SCD53 is designed to address an increasingly relevant challenge in gas sensing: maintaining accuracy long-term without relying on costly manual recalibration or regular exposure to outdoor fresh air. Many sensors in use successfully apply automatic baseline calibration algorithms (i.e., "ABC" or "ASC") to maintain their accuracy over time. These assume regular exposure of the sensor to air at the atmospheric baseline concentration. However, not all applications can guarantee fulfillment of this condition, including demand-controlled ventilation (DCV) systems for permanently occupied spaces, exclusively mechanically ventilated buildings, or smart greenhouses. The SCD53 combines Sensirion's leading expertise in photoacoustic NDIR sensing with advanced laser technology for excellent long-term stability independent of fresh-air based recalibration algorithms. Furthermore, the sensor provides best-in-class accuracy, with robustness against dust, vibrations or mechanical forces. Integrated humidity and temperature compensation, as well as optional pressure correction, enable reliable readings across a demanding range of environmental conditions. On-demand measurements, compact sensor size and a reflow solderable LGA package make integrating SCD53 simple, flexible and cost-efficient. Buy Or Sell Opportunity • Jan 20
Now 21% overvalued Over the last 90 days, the stock has fallen 2.7% to CHF58.50. The fair value is estimated to be CHF48.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Announcement • Jan 14
Sensirion to Showcase Thermal-Mass Gas Metering Technology at India Energy Week 2026 Sensirion announced its first ever participation at India Energy Week 2026 in Goa, where the company will present its established thermal-mass gas metering technology and broad portfolio of gas meter modules. With over 11 million meters installed worldwide, certified by harmonized standard EN 17526 and validated by long-term studies, Sensirion is a trusted partner for accurate, reliable gas metering. Sensirion's thermal- mass technology delivers high accuracy, ultra-low power consumption, and long-term stability, covering flow ranges from G1.6 to G25, and is capable of measuring natural gas, biogas, hydrogen blends, and pure hydrogen. Its compact, maintenance-free design enables future-proof meters that adapt to evolving gas compositions while reducing logistics and operational costs. The portfolio also includes the new SGM5304 gas meter module, a next-generation solution with low-power operation and future-ready compatibility in the same compact form factor. Announcement • Aug 20
Sensirion Holding AG to Report Fiscal Year 2025 Results on Mar 10, 2026 Sensirion Holding AG announced that they will report fiscal year 2025 results on Mar 10, 2026 Board Change • May 15
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Lead Independent Non Executive Director Anja Koenig was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 18
Sensirion Holding AG, Annual General Meeting, May 12, 2025 Sensirion Holding AG, Annual General Meeting, May 12, 2025, at 17:00 W. Europe Standard Time. Reported Earnings • Mar 12
Full year 2024 earnings released: CHF1.85 loss per share (vs CHF0.42 loss in FY 2023) Full year 2024 results: CHF1.85 loss per share (further deteriorated from CHF0.42 loss in FY 2023). Revenue: CHF276.5m (up 19% from FY 2023). Net loss: CHF28.9m (loss widened 339% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance. New Risk • Feb 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Announcement • Feb 08
Sensirion Holding Ag Launches Upgraded Photoacoustic Co2 Sensor Sensirion announced the upcoming launch of SCD43, the latest Photoacoustic NDIR CO2 sensor from Sensirion. SCD43 is compatible with ASHRAE 62.1 Draft Addendum d and will be available to customers and via Sensirion's distribution partners in summer of 2025. SCD43 is a drop-in upgrade based on Sensirion's market-proven SCD4x platform. The sensor will offer customers a compact, high-accuracy CO2 sensor that fulfills the requirements of the most stringent building standards. This includes the requirements of the current draft of Addendum d to the American ASHRAE 62. 1 standard for demand-controlled ventilation (DCV) systems. SCD43 is the result of many years of experience with and continued research and development efforts into the SCD4x Photoacoustic NDIR CO 2 sensor platform. Refined manufacturing and calibration processes enable a sensor specified to the industry's "best-in-class" measurement accuracy of +-(30ppm + 3% m.v.). Key features of SCD43: Comprehensive building standard compatibility "Best-in-class" accuracy specification of +-(30ppm+ 3% m.v.). drop-in upgrade for SCD4x sensors. Compact form factor of 10.1 x 10.1 x 6.5 mm SMD solderable. Announcement • Nov 21
Sensirion Holding AG to Report First Half, 2025 Results on Aug 20, 2025 Sensirion Holding AG announced that they will report first half, 2025 results on Aug 20, 2025 Buy Or Sell Opportunity • Aug 27
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.2% to CHF69.10. The fair value is estimated to be CHF86.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 86% in the next year. Reported Earnings • Aug 25
First half 2024 earnings released: CHF2.31 loss per share (vs CHF0.09 profit in 1H 2023) First half 2024 results: CHF2.31 loss per share (down from CHF0.09 profit in 1H 2023). Revenue: CHF128.0m (up 3.9% from 1H 2023). Net loss: CHF36.0m (down CHF37.4m from profit in 1H 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Announcement • Aug 21
Sensirion Holding AG to Report Fiscal Year 2024 Results on Mar 11, 2025 Sensirion Holding AG announced that they will report fiscal year 2024 results on Mar 11, 2025 Board Change • Jun 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Anja Konig was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 13
Full year 2023 earnings released: CHF0.42 loss per share (vs CHF4.08 profit in FY 2022) Full year 2023 results: CHF0.42 loss per share (down from CHF4.08 profit in FY 2022). Revenue: CHF233.2m (down 28% from FY 2022). Net loss: CHF6.58m (down 110% from profit in FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Dec 17
Sensirion Holding AG to Report First Half, 2024 Results on Aug 21, 2024 Sensirion Holding AG announced that they will report first half, 2024 results on Aug 21, 2024 Announcement • Oct 18
Sensirion AG Announces SWT50i Sensirion's First Water Quality Sensor Sensirion's new SWT50i sensor is the first product in the family of water quality sensing. The sensor uses a UV-absorption-based measurement principle and impresses with small size, easy integrability and cost-effectiveness. The SWT50i sensor helps to assess organic substances in water and supports the user in controlling water treatment processes or monitoring the water quality. The sensor acts as photometer, measuring the absorption in the UV-C range and allows the user to monitor typical organic contaminants and various pollutants such as benzene and antibiotics, pesticides, detergents, plastics, and solvents. The exceptionally small size of 70 x 70 x 70 cm and flow through-design enables easy integration into challenging designs while meeting the highest reliability demand and cost-efficiency. Organic pollutants, climate change and the associated water shortage are putting increased strain on the precious resource of water. Measurement technology plays a major role here, helping to increase the efficiency of purification processes, monitor their effectiveness or ensure compliance with legal guidelines. Conventionally, the measurement of such pollutants is done at only a few points by means of TOC (total organic carbon) analyzers. These laboratory instruments are expensive, complicated to use and do not allow real-time monitoring. Additionally, there is the UV absorption method, based on the UV light absorbing property of organic molecules. While online measuring devices exist, which so far, they have been designed exclusively as probes and are also quite expensive. The SWT50i uses the same measuring principle (UV absorption) but presents a completely new form factor at an attractive price. This allows measurement at several points in one system or in applications where it was previously not feasible in terms of price. In addition, Sensirion uses a flow-through sensor, which, unlike the available probes, can be easily inserted into closed hose systems with smaller hose diameters (5-15mm). The SWT50i is part of Sensirion's vision to enable area-wide sensor networks in order to better record processes or the environment. This allows for a more efficient and resource-saving use of the precious resource water. With this sensor, the sensor specialist Sensirion enters the stage of water quality measurement for the first time. With cost-efficient and easy-to-integrate sensors, Sensirion wants to enable water quality measurement across the board: in production processes, water purification in waterworks to distribution systems or in private households. Reported Earnings • Aug 25
First half 2023 earnings released: EPS: CHF0.09 (vs CHF2.24 in 1H 2022) First half 2023 results: EPS: CHF0.09 (down from CHF2.24 in 1H 2022). Revenue: CHF123.2m (down 25% from 1H 2022). Net income: CHF1.43m (down 96% from 1H 2022). Profit margin: 1.2% (down from 21% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year. Announcement • Aug 23
Sensirion Holding Ag Provides Sales Guidance for the Full Year 2023 Sensirion Holding AG provides sales guidance for the full year 2023. The company now expects sales of CHF 235 million to CHF 255 million. New Risk • Jul 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change). Announcement • Jul 12
Sensirion Holding AG Adjusts Earnings Guidance for the Financial Year 2023 Sensirion Holding AG adjusted earnings guidance for the financial year 2023. For the current financial year, the company now expects sales of CHF 235 million –CHF 255 million (previously CHF 300 million –CHF 340 million). Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to CHF72.30, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF69.01 per share. Announcement • Jan 24
Sensirion Holding AG to Report First Half, 2023 Results on Aug 23, 2023 Sensirion Holding AG announced that they will report first half, 2023 results on Aug 23, 2023 Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 17% share price gain to CHF105, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF49.82 per share. Reported Earnings • Aug 24
First half 2022 earnings released: EPS: CHF2.24 (vs CHF2.24 in 1H 2021) First half 2022 results: EPS: CHF2.24 (vs CHF2.24 in 1H 2021). Revenue: CHF164.8m (up 14% from 1H 2021). Net income: CHF35.0m (flat on 1H 2021). Profit margin: 21% (down from 24% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 9.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 17
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: CHF4.24 (up from CHF2.71 in FY 2020). Revenue: CHF287.5m (up 13% from FY 2020). Net income: CHF65.9m (up 57% from FY 2020). Profit margin: 23% (up from 17% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 7.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improved over the past week After last week's 16% share price gain to CHF105, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total returns to shareholders of 141% over the past three years. Valuation Update With 7 Day Price Move • Jan 10
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CHF109, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 30x in the Electronic industry in the United Kingdom. Total returns to shareholders of 158% over the past three years. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment improved over the past week After last week's 18% share price gain to CHF136, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 31x in the Electronic industry in the United Kingdom. Total returns to shareholders of 167% over the past three years. Valuation Update With 7 Day Price Move • Sep 01
Investor sentiment improved over the past week After last week's 18% share price gain to CHF115, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 30x in the Electronic industry in the United Kingdom. Total returns to shareholders of 73% over the past three years. Reported Earnings • Aug 27
First half 2021 earnings released: EPS CHF2.24 (vs CHF0.76 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CHF144.4m (up 27% from 1H 2020). Net income: CHF34.8m (up 196% from 1H 2020). Profit margin: 24% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment improved over the past week After last week's 17% share price gain to CHF67.50, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 45x in the Electronic industry in the United Kingdom. Total returns to shareholders of 101% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF37.88 per share. Reported Earnings • Mar 18
Full year 2020 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CHF253.7m (up 48% from FY 2019). Net income: CHF41.9m (up CHF44.6m from FY 2019). Profit margin: 17% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. 
