Badger Meter, Inc. (BMI) vs Sensata Technologies Holding N.V. (ST)

Badger Meter, Inc. and Sensata Technologies Holding N.V. are both Scientific & Technical Instruments companies. Sensata Technologies Holding N.V. is the larger, with a market value of $6.0B against $3.8B — 1.6× the size. Badger Meter, Inc. trades at the lower P/E: 30.2× against 69.2×. Badger Meter, Inc. has the higher net margin (14.3% vs 2.38%) and the higher return on invested capital (17.4% vs 3.55%). Both pay a dividend; Sensata Technologies Holding N.V. yields more (1.46% vs 0.72%). Across the 22 metrics below, Badger Meter, Inc. leads on 15 and Sensata Technologies Holding N.V. on 7.

Valuation

Metric BMI ST Scientific & Technical Instruments median
P/E 30.18 69.16 35.93
P/S 4.27 1.63 4.46
P/B 5.51 2.07 3.00
Price to free cash flow 25.02 10.60 24.96
EV/EBITDA 18.31 10.85 19.60
EV/Sales 4.16 2.17 4.98
Earnings yield 3.31% 1.45% 0.53%
Free cash flow yield 4.00% 9.44% 1.12%

Profitability

Metric BMI ST Scientific & Technical Instruments median
Gross margin 41.31% 29.50% 45.75%
Operating margin 18.58% 7.53% 7.34%
Net margin 14.27% 2.38% 1.56%
Free cash flow margin 17.06% 15.34% 5.84%
Return on equity 18.48% 3.08% 2.87%
Return on assets 13.00% 1.30% 0.99%
Return on invested capital 17.42% 3.55% 3.88%

Growth

Metric BMI ST Scientific & Technical Instruments median
Revenue growth (TTM) 0.80% 0.80% 11.28%
EPS growth (last fiscal year) 13.24% (75.29%) —
Revenue growth, 5-year CAGR 16.59% 3.99% 7.89%
Net income growth, 5-year CAGR 23.48% (28.22%) 0.00%

Health

Metric BMI ST Scientific & Technical Instruments median
Debt to equity 0.00 0.83 0.00
Current ratio 2.42 2.29 2.24
Net debt to EBITDA (1.04) 3.14 0.44

Dividend

Metric BMI ST Scientific & Technical Instruments median
Dividend yield 0.72% 1.46% 0.72%
Payout ratio 0.34 0.18 0.00

Size

Metric BMI ST Scientific & Technical Instruments median
Market cap 3.79b 5.98b 483.67m

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