Sensata Technologies Holding plc

NYSE:ST Stock Report

Market Cap: US$4.1b

Sensata Technologies Holding Valuation

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

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

Below Fair Value: ST ($27.25) is trading below our estimate of fair value ($51.54)

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


Key Valuation Metric

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

Key metric: As ST is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for ST. This is calculated by dividing ST's market cap by their current revenue.
What is ST's PS Ratio?
PS Ratio1x
SalesUS$4.02b
Market CapUS$4.10b

Price to Sales Ratio vs Peers

How does ST's PS Ratio compare to its peers?

The above table shows the PS ratio for ST vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average2.3x
ENS EnerSys
1x7.5%US$3.7b
ATKR Atkore
0.9x-0.4%US$2.9b
VICR Vicor
6.1x12.0%US$2.2b
RUN Sunrun
1.1x12.4%US$2.1b
ST Sensata Technologies Holding
1x1.4%US$4.1b

Price-To-Sales vs Peers: ST is good value based on its Price-To-Sales Ratio (1x) compared to the peer average (2.3x).


Price to Sales Ratio vs Industry

How does ST's PS Ratio compare vs other companies in the US Electrical Industry?

21 CompaniesPrice / SalesEstimated GrowthMarket Cap
BW Babcock & Wilcox Enterprises
0.2x-0.03%US$154.68m
ZEO Zeo Energy
0.2xn/aUS$140.75m
STEM Stem
0.5x29.9%US$98.14m
TPIC TPI Composites
0.07x12.8%US$89.89m
ST 1.0xIndustry Avg. 2.0xNo. of Companies21PS0246810+
21 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: ST is good value based on its Price-To-Sales Ratio (1x) compared to the US Electrical industry average (2x).


Price to Sales Ratio vs Fair Ratio

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

ST PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio1x
Fair PS Ratio1.2x

Price-To-Sales vs Fair Ratio: ST is good value based on its Price-To-Sales Ratio (1x) compared to the estimated Fair Price-To-Sales Ratio (1.2x).


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 ST forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$27.25
US$40.41
+48.3%
15.6%US$58.00US$32.00n/a16
Dec ’25US$32.14
US$40.41
+25.7%
15.6%US$58.00US$32.00n/a16
Nov ’25US$34.48
US$45.97
+33.3%
18.9%US$64.00US$34.00n/a16
Oct ’25US$35.14
US$46.91
+33.5%
19.2%US$64.00US$35.00n/a16
Sep ’25US$38.55
US$47.35
+22.8%
20.2%US$69.00US$35.00n/a16
Aug ’25US$37.29
US$47.87
+28.4%
20.2%US$69.00US$35.00n/a15
Jul ’25US$37.36
US$48.00
+28.5%
17.3%US$69.00US$34.00n/a14
Jun ’25US$41.32
US$48.00
+16.2%
17.3%US$69.00US$34.00n/a14
May ’25US$38.99
US$46.37
+18.9%
16.4%US$69.00US$34.00n/a15
Apr ’25US$36.46
US$44.68
+22.5%
21.5%US$69.00US$32.00n/a14
Mar ’25US$34.73
US$44.68
+28.6%
21.5%US$69.00US$32.00n/a14
Feb ’25US$36.78
US$46.96
+27.7%
18.5%US$69.00US$34.00n/a14
Jan ’25US$37.57
US$48.42
+28.9%
24.0%US$72.00US$35.00US$27.4012
Dec ’24US$33.18
US$48.42
+45.9%
24.0%US$72.00US$35.00US$32.1412
Nov ’24US$31.65
US$49.33
+55.9%
24.9%US$72.00US$35.00US$34.4812
Oct ’24US$37.82
US$54.33
+43.7%
17.3%US$74.00US$44.00US$35.1412
Sep ’24US$38.00
US$55.00
+44.7%
16.0%US$74.00US$48.00US$38.5512
Aug ’24US$42.00
US$55.17
+31.3%
15.8%US$74.00US$48.00US$37.2912
Jul ’24US$44.99
US$57.21
+27.2%
16.2%US$78.00US$43.68US$37.3613
Jun ’24US$41.83
US$57.36
+37.1%
16.0%US$78.00US$43.68US$41.3213
May ’24US$43.29
US$57.36
+32.5%
16.0%US$78.00US$43.68US$38.9913
Apr ’24US$50.02
US$57.48
+14.9%
13.0%US$71.00US$43.68US$36.4614
Mar ’24US$50.77
US$56.98
+12.2%
13.2%US$71.00US$43.68US$34.7315
Feb ’24US$52.63
US$56.48
+7.3%
12.6%US$71.00US$43.68US$36.7816
Jan ’24US$40.38
US$53.19
+31.7%
16.1%US$71.00US$41.00US$37.5716

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 Analysis2025/01/02 06:18
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Sensata Technologies Holding plc is covered by 37 analysts. 18 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