Itron vs Sensata Technologies
ITRI and ST side by side, both in laboratory apparatus and analytical, optical, measuring, and controlling instruments. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ITRI and ST compare
Sensata Technologies is the larger company, worth 1.4 times as much as Itron ($5.9B against $4.3B).
On earnings, Itron is cheaper: it trades at 15.9× trailing earnings, against 16.1× for Sensata Technologies.
Sensata Technologies grew revenue faster over the last twelve months (4.1% versus −3.6% for Itron).
Itron keeps more of each dollar of sales as profit, with a net margin of 12.1% compared with 9.5% at Sensata Technologies.
Sensata Technologies pays a dividend yielding 1.2%; Itron does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ITRI | ST |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $5.9B |
| Share price | $98.50 | $40.31 |
| Change, 1 year | −2.4% | 29.0% |
| Change, 5 years | 47.5% | −32.7% |
| Beta (5Y) | 1.26 | 1.21 |
| Employees | 5,550 | 21K |
| StockData Score | ||
| Total score | 16 | 16 |
| Valuation score | 6 | 6 |
| Growth score | 2 (better) | 1 |
| Performance score | 4 (better) | 3 |
| Health score | 4 (better) | 3 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 15.9× (better) | 16.1× |
| P/S | 1.9× | 1.5× (better) |
| P/B | 2.5× | 1.9× (better) |
| EV/EBITDA | 13.1× | 9.6× (better) |
| P/FCF | 11.8× | 9.2× (better) |
| FCF yield | 8.5% | 10.9% (better) |
| Fair value | $149.03 | $73.46 |
| Margin of safety | 33.9% | 45.1% (better) |
| Growth | ||
| Revenue growth (TTM) | −3.6% | 4.1% (better) |
| Revenue growth, 5Y average | 1.7% | 4.0% (better) |
| Net income growth (TTM) | 8.6% | – |
| EPS growth (TTM) | 11.3% | – |
| EPS growth, 5Y average | – | −27.4% |
| Profitability | ||
| Gross margin | 40.7% (better) | 30.8% |
| Operating margin | 13.7% | 15.1% (better) |
| Net margin | 12.1% (better) | 9.5% |
| FCF margin | 15.8% | 16.7% (better) |
| Return on equity | 16.5% (better) | 12.7% |
| Return on invested capital | 13.4% (better) | 8.9% |
| Financial health | ||
| Debt / equity | 0.93 | 0.78 (better) |
| Net debt / EBITDA | 1.91 (better) | 2.30 |
| Interest coverage | 13.8× (better) | 4.4× |
| Current ratio | 2.83 (better) | 2.39 |
| Altman Z-score | 2.32 | 2.58 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.2% |
| Payout ratio | – | 19.1% |
| Buyback yield | 5.8% (better) | 0.43% |
| Shareholder yield | 5.8% (better) | 1.6% |
| Ownership | ||
| Held by institutions | 118% | 106% |
| Held by insiders | 1.6% | 1.0% |
| Insider net buying, 12 months | −$15.1M | −$216K (better) |
| Short interest, % of float | 13.8% | 5.1% |
Go deeper
- ITRI stock overview
- ITRI income statement
- ITRI valuation and score
- ST stock overview
- ST income statement
- ST valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.