Added to YB: 2026-05-27
Pitch date: 2026-03-20
ST [bullish]
Sensata Technologies Holding plc
+47.18%
current return
Author Info
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Company Info
Sensata Technologies Holding plc develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States, Europe, Asia, and internationally.
Market Cap
$7.1B
Pitch Price
$34.24
Price Target
95.00 (+105%)
Dividend
0.99%
EV/EBITDA
11.68
P/E
150.07
EV/Sales
2.49
Sector
Electrical Equipment
Category
turnaround
Sensata Technologies Holding plc - $ST
ST: Transitioning from auto supplier to multi-industrial tech co w/ aerospace, defense & data centers. Q4 org growth inflected +ve across all segments despite auto/HVAC headwinds. New CEO von Schuckmann (joined Jan '25, bought shares open market) refocused portfolio. Trading at auto supplier multiples (8x P/E) vs peers at 12-14x despite comparable 20%+ EBITA margins & faster growth mix. Auto +3% LT org growth on EV content; Industrials +7% on data centers & A2L sensors ($70M→$300-400M by 2030); AD&CE +7% on aero/defense. 15x P/E on 2029E $6.29 EPS = $95 PT, ~2.8x MOIC, ~29% IRR. Risks: auto cyclicality, tariffs, EV adoption pace.
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