Sensata Technologies Holding
Market Cap
US$7.7b
Last Updated
2020/12/02 23:45 UTC
Data Sources
Company Financials +
Executive Summary
Sensata Technologies Holding plc, through its subsidiaries, develops, manufactures, and sells sensors, sensor-based solutions, controls, and other products in the Americas, Europe, Asia, and internationally. More Details
Rewards
Risk Analysis
Snowflake Analysis
Moderate growth potential with imperfect balance sheet.
Similar Companies
Share Price & News
How has Sensata Technologies Holding's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ST is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: ST's weekly volatility (5%) has been stable over the past year.
Market Performance
7 Day Return
-2.6%
ST
-4.0%
US Electrical
0.7%
US Market
1 Year Return
-3.1%
ST
30.5%
US Electrical
22.2%
US Market
Return vs Industry: ST underperformed the US Electrical industry which returned 31.9% over the past year.
Return vs Market: ST underperformed the US Market which returned 22.7% over the past year.
Shareholder returns
| ST | Industry | Market | |
|---|---|---|---|
| 7 Day | -2.6% | -4.0% | 0.7% |
| 30 Day | 9.4% | 12.2% | 11.8% |
| 90 Day | 16.4% | 17.6% | 8.6% |
| 1 Year | -3.1%-3.1% | 33.2%30.5% | 25.0%22.2% |
| 3 Year | 3.2%3.2% | 52.5%44.1% | 49.4%39.5% |
| 5 Year | 10.5%10.5% | 65.7%54.1% | 100.2%78.1% |
Long-Term Price Volatility Vs. Market
How volatile is Sensata Technologies Holding's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Returns On Capital At Sensata Technologies Holding (NYSE:ST) Paint An Interesting Picture3 weeks ago | Simply Wall St
Don't Ignore The Fact That This Insider Just Sold Some Shares In Sensata Technologies Holding plc (NYSE:ST)1 month ago | Simply Wall St
A Look At The Fair Value Of Sensata Technologies Holding plc (NYSE:ST)Valuation
Is Sensata Technologies Holding undervalued compared to its fair value and its price relative to the market?
80.32x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ST ($49) is trading above our estimate of fair value ($48.05)
Significantly Below Fair Value: ST is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ST is poor value based on its PE Ratio (80.3x) compared to the US Electrical industry average (29.3x).
PE vs Market: ST is poor value based on its PE Ratio (80.3x) compared to the US market (19.4x).
Price to Earnings Growth Ratio
PEG Ratio: ST is poor value based on its PEG Ratio (2x)
Price to Book Ratio
PB vs Industry: ST is good value based on its PB Ratio (3x) compared to the US Electrical industry average (4.3x).
Next Steps
Future Growth
How is Sensata Technologies Holding forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?
39.5%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ST's forecast earnings growth (39.5% per year) is above the savings rate (2.2%).
Earnings vs Market: ST's earnings (39.5% per year) are forecast to grow faster than the US market (21.8% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: ST's revenue (9.3% per year) is forecast to grow slower than the US market (10.2% per year).
High Growth Revenue: ST's revenue (9.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ST's Return on Equity is forecast to be low in 3 years time (17.1%).
Next Steps
Past Performance
How has Sensata Technologies Holding performed over the past 5 years?
-1.3%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ST has a large one-off loss of $87.3M impacting its September 30 2020 financial results.
Growing Profit Margin: ST's current net profit margins (3.2%) are lower than last year (13.9%).
Past Earnings Growth Analysis
Earnings Trend: ST's earnings have declined by 1.3% per year over the past 5 years.
Accelerating Growth: ST's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ST had negative earnings growth (-80%) over the past year, making it difficult to compare to the Electrical industry average (-14.7%).
Return on Equity
High ROE: ST's Return on Equity (3.7%) is considered low.
Next Steps
Financial Health
How is Sensata Technologies Holding's financial position?
Financial Position Analysis
Short Term Liabilities: ST's short term assets ($2.7B) exceed its short term liabilities ($626.4M).
Long Term Liabilities: ST's short term assets ($2.7B) do not cover its long term liabilities ($4.4B).
Debt to Equity History and Analysis
Debt Level: ST's debt to equity ratio (154.1%) is considered high.
Reducing Debt: ST's debt to equity ratio has reduced from 181.9% to 154.1% over the past 5 years.
Debt Coverage: ST's debt is not well covered by operating cash flow (12.1%).
Interest Coverage: ST's interest payments on its debt are not well covered by EBIT (2.3x coverage).
Balance Sheet
Next Steps
Dividend
What is Sensata Technologies Holding current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate ST's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate ST's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ST's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ST's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ST's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
5.0yrs
Average management tenure
CEO
Jeff Cote (53 yo)
0.75
Tenure
US$2,686,898
Compensation
Mr. Jeffrey J. Cote, also known as Jeff, CPA, has been the Chief Operating Officer and Executive Vice President of Sensata Technologies B.V. since July 2012 and November 2015 respectively. Mr. Cote serves ...
CEO Compensation Analysis
Compensation vs Market: Jeff's total compensation ($USD2.69M) is below average for companies of similar size in the US market ($USD6.94M).
Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 0.75yr | US$2.69m | 0.19% $ 14.5m | |
| Executive VP & CFO | 6.83yrs | US$1.73m | 0.038% $ 2.9m | |
| CTO & Executive VP | 5.08yrs | US$2.04m | 0.080% $ 6.2m | |
| Executive Officer | 4.67yrs | US$1.66m | 0.0070% $ 538.8k | |
| Chief Accounting Officer & VP | 0.75yr | no data | 0.0046% $ 353.0k | |
| Chief Information Officer & VP of Global Shared Services | 10.08yrs | no data | no data | |
| Vice President of Investor Relations | 4.5yrs | no data | no data | |
| VP & General Counsel | 14.67yrs | no data | no data | |
| Senior Director of Global Communications | no data | no data | no data | |
| Senior VP and Chief Strategy & Corporate Development Officer | no data | no data | 0.039% $ 3.0m | |
| Chief Human Resources Officer & Senior VP | 7.25yrs | US$1.41m | 0.059% $ 4.5m | |
| VP of Finance & CFO of Performance Sensing Gbu | 4.92yrs | no data | no data |
5.0yrs
Average Tenure
53.5yo
Average Age
Experienced Management: ST's management team is seasoned and experienced (5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 0.75yr | US$2.69m | 0.19% $ 14.5m | |
| Non-Executive Director | 10.75yrs | US$230.54k | 0.0075% $ 575.8k | |
| Independent Non-Executive Director | 10.75yrs | US$247.54k | 0.0095% $ 730.7k | |
| Independent Non-Executive Director | 6.33yrs | US$260.54k | 0.0086% $ 662.1k | |
| Independent Non-Executive Director | 10.75yrs | US$240.54k | 0.0098% $ 758.5k | |
| Independent Director | 0.75yr | no data | 0.00076% $ 58.6k | |
| Advisor & Executive Director | 7.92yrs | US$5.80m | 0.25% $ 19.5m | |
| Independent Director | 0.75yr | no data | 0.00076% $ 58.6k | |
| Independent Non-Executive Director | 3.58yrs | US$261.79k | 0.0061% $ 470.2k | |
| Independent Director | 1.75yrs | US$260.57k | 0.0027% $ 204.3k | |
| Independent Chairman | 1.42yrs | US$324.29k | 0.0086% $ 662.1k |
3.6yrs
Average Tenure
60yo
Average Age
Experienced Board: ST's board of directors are considered experienced (3.6 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: ST insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Sensata Technologies Holding plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Sensata Technologies Holding plc
- Ticker: ST
- Exchange: NYSE
- Founded: 1916
- Industry: Electrical Components and Equipment
- Sector: Capital Goods
- Market Cap: US$7.708b
- Shares outstanding: 157.31m
- Website: https://www.sensata.com
Number of Employees
Location
- Sensata Technologies Holding plc
- 529 Pleasant Street
- Attleboro
- Massachusetts
- 2703
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| ST | NYSE (New York Stock Exchange) | Yes | New Ordinary Shares | US | USD | Mar 2010 |
| S94 | DB (Deutsche Boerse AG) | Yes | New Ordinary Shares | DE | EUR | Mar 2010 |
Biography
Sensata Technologies Holding plc, through its subsidiaries, develops, manufactures, and sells sensors, sensor-based solutions, controls, and other products in the Americas, Europe, Asia, and internationall...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/12/02 23:45 |
| End of Day Share Price | 2020/12/02 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
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 here.