NYSE:ST

Stock Analysis Report

Sensata Technologies Holding

Executive Summary

Sensata Technologies Holding plc, through its subsidiary, Sensata Technologies Holding N.V., develops, manufactures, and sells a range of sensors and controls in the Americas, Asia, Europe, and internationally.

Rewards

Trading at 6.7% below its fair value

Earnings are forecast to grow 15.52% per year

Risk Analysis

Debt is not well covered by operating cash flow



Snowflake Analysis

Fair value with moderate growth potential.


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 has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

0.3%

ST

0.5%

US Electrical

-0.3%

US Market


1 Year Return

16.8%

ST

21.6%

US Electrical

18.6%

US Market

Return vs Industry: ST underperformed the US Electrical industry which returned 21.6% over the past year.

Return vs Market: ST exceeded the US Market which returned 18.6% over the past year.


Shareholder returns

STIndustryMarket
7 Day0.3%0.5%-0.3%
30 Day-3.7%3.2%2.2%
90 Day7.6%14.6%5.6%
1 Year16.8%16.8%24.2%21.6%21.1%18.6%
3 Year29.1%29.1%35.6%27.9%45.6%36.2%
5 Year1.0%1.0%56.5%40.7%71.1%52.2%

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

Valuation

Is Sensata Technologies Holding undervalued compared to its fair value and its price relative to the market?

6.7%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: ST ($51.65) is trading below our estimate of fair value ($55.36)

Significantly Below Fair Value: ST is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: ST is good value based on its PE Ratio (17.4x) compared to the Electrical industry average (18.2x).

PE vs Market: ST is good value based on its PE Ratio (17.4x) compared to the US market (18.5x).


Price to Earnings Growth Ratio

PEG Ratio: ST is poor value based on its PEG Ratio (1.1x)


Price to Book Ratio

PB vs Industry: ST is overvalued based on its PB Ratio (3.2x) compared to the US Electrical industry average (1.6x).


Next Steps

Future Growth

How is Sensata Technologies Holding forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?

15.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: ST's forecast earnings growth (15.5% per year) is above the savings rate (1.7%).

Earnings vs Market: ST's earnings (15.5% per year) are forecast to grow faster than the US market (14.2% per year).

High Growth Earnings: ST's earnings are forecast to grow, but not significantly.

Revenue vs Market: ST's revenue (2.9% per year) is forecast to grow slower than the US market (7.4% per year).

High Growth Revenue: ST's revenue (2.9% 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 high in 3 years time (20.9%)


Next Steps

Past Performance

How has Sensata Technologies Holding performed over the past 5 years?

16.9%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: ST has high quality earnings.

Growing Profit Margin: ST's current net profit margins (14%) are lower than last year (14.6%).


Past Earnings Growth Analysis

Earnings Trend: ST's earnings have grown by 16.9% 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 (-6%) over the past year, making it difficult to compare to the Electrical industry average (4.4%).


Return on Equity

High ROE: ST's Return on Equity (18.6%) is considered low.


Return on Assets


Return on Capital Employed


Next Steps

Financial Health

How is Sensata Technologies Holding's financial position?


Financial Position Analysis

Short Term Liabilities: ST's short term assets ($1.9B) exceed its short term liabilities ($620.5M).

Long Term Liabilities: ST's short term assets ($1.9B) do not cover its long term liabilities ($3.6B).


Debt to Equity History and Analysis

Debt Level: ST's debt to equity ratio (123.9%) is considered high.

Reducing Debt: ST's debt to equity ratio has reduced from 150.1% to 123.9% over the past 5 years.

Debt Coverage: ST's debt is not well covered by operating cash flow (19.7%).

Interest Coverage: ST's interest payments on its debt are well covered by EBIT (4x coverage).


Balance Sheet

Inventory Level: ST has a high level of physical assets or inventory.

Debt Coverage by Assets: ST's debt is not covered by short term assets (assets are 0.6x debt).


Next Steps

Dividend

What is Sensata Technologies Holding's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%1.4%markettop25%3.7%industryaverage2.2%forecastin3Years0%

Current dividend yield vs market & industry

Notable Dividend: Unable to evaluate ST's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.

High Dividend: Unable to evaluate ST's dividend yield against the top 25% of dividend payers, as the company has not reported any 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

What is the CEO of Sensata Technologies Holding's salary, the management and board of directors tenure and is there insider trading?

5.0yrs

Average management tenure


CEO

Martha Sullivan (62yo)

6.9yrs

Tenure

US$5,751,560

Compensation

Ms. Martha N. Sullivan has been Chief Executive Officer of Sensata Technologies Holding PLC (formerly known as Sensata Technologies Holding NV) since January 1, 2013 and served as its President since Septe ...


CEO Compensation Analysis

Compensation vs Market: Martha's total compensation ($USD5.75M) is about average for companies of similar size in the US market ($USD6.81M).

Compensation vs Earnings: Martha's compensation has been consistent with company performance over the past year.


Management Age and Tenure

5.0yrs

Average Tenure

53yo

Average Age

Experienced Management: ST's management team is considered experienced (5 years average tenure).


Board Age and Tenure

5.6yrs

Average Tenure

62yo

Average Age

Experienced Board: ST's board of directors are considered experienced (5.6 years average tenure).


Insider Trading

Insider Buying: ST insiders have only sold shares in the past 3 months.


Recent Insider Transactions

SellUS$174,67217 Sep 19
Paul Chawla
EntityIndividual
Role
Senior Key Executive
Senior Vice President of Performance Sensing Automotive
Shares3,343
Max PriceUS$52.25
SellUS$119,19721 Aug 19
Thomas Wroe
EntityIndividual
Role
Member of the Board of Directors
Non-Executive Director
Shares2,666
Max PriceUS$44.71

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Management Team

  • Jeff Cote (52yo)

    President & COO

    • Tenure: 0.9yrs
    • Compensation: US$2.39m
  • Joshua Young

    Vice President of Investor Relations

    • Tenure: 3.5yrs
  • Martha Sullivan (62yo)

    CEO & Executive Director

    • Tenure: 6.9yrs
    • Compensation: US$5.75m
  • Jacob Sayer

    VP of Finance & CFO of Performance Sensing Gbu

    • Tenure: 3.9yrs
  • Steven Reynolds

    VP & General Counsel

    • Tenure: 13.7yrs
  • Rob Stefanic

    Chief Information Officer & VP of Global Shared Services

    • Tenure: 9.1yrs
  • Steve Beringhause (53yo)

    CTO & Executive VP

    • Tenure: 4.1yrs
    • Compensation: US$2.11m
  • Allisha Elliott (48yo)

    Chief Human Resources Officer & Senior VP

    • Tenure: 6.3yrs
    • Compensation: US$1.41m
  • Paul Vasington (53yo)

    CFO, Chief Accounting Officer & Executive VP

    • Tenure: 5.8yrs
    • Compensation: US$2.47m
  • Paul Chawla (53yo)

    Senior Vice President of Performance Sensing Automotive

    • Tenure: 3.7yrs
    • Compensation: US$1.62m

Board Members

  • Paul Edgerley (63yo)

    Chairman

    • Tenure: 4.6yrs
    • Compensation: US$329.69k
  • Tom Wroe (69yo)

    Non-Executive Director

    • Tenure: 9.8yrs
    • Compensation: US$215.85k
  • Andy Teich (58yo)

    Non-Executive Director

    • Tenure: 5.6yrs
    • Compensation: US$242.60k
  • Steve Zide (59yo)

    Non-Executive Director

    • Tenure: 9.8yrs
    • Compensation: US$236.35k
  • Jim Heppelmann (55yo)

    Non-Executive Director

    • Tenure: 5.3yrs
    • Compensation: US$244.47k
  • Charles Peffer (71yo)

    Non-Executive Director

    • Tenure: 9.8yrs
    • Compensation: US$230.10k
  • Martha Sullivan (62yo)

    CEO & Executive Director

    • Tenure: 6.9yrs
    • Compensation: US$5.75m
  • Connie Skidmore (68yo)

    Non-Executive Director

    • Tenure: 2.6yrs
    • Compensation: US$246.35k
  • John Absmeier (44yo)

    Independent Director

    • Tenure: 0.8yrs

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$7.938b
  • Shares outstanding: 158.85m
  • Website: https://www.sensata.com

Number of Employees


Location

  • Sensata Technologies Holding plc
  • 529 Pleasant Street
  • Attleboro
  • Massachusetts
  • 2703
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
STNYSE (New York Stock Exchange)YesNew Ordinary SharesUSUSDMar 2010
S94DB (Deutsche Boerse AG)YesNew Ordinary SharesDEEURMar 2010

Biography

Sensata Technologies Holding plc, through its subsidiary, Sensata Technologies Holding N.V., develops, manufactures, and sells a range of sensors and controls in the Americas, Asia, Europe, and internation ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/12/07 00:49
End of Day Share Price2019/12/06 00:00
Earnings2019/09/30
Annual Earnings2018/12/31


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.