ESCO Technologies Inc. (ESE) vs Sensata Technologies Holding N.V. (ST)

ESCO Technologies Inc. and Sensata Technologies Holding N.V. are both Scientific & Technical Instruments companies. ESCO Technologies Inc. is the larger, with a market value of $7.0B against $6.0B — 1.2× the size. ESCO Technologies Inc. trades at the lower P/E: 22.1× against 69.2×. ESCO Technologies Inc. grew revenue faster over the last twelve months: 34.3% against 0.80%. ESCO Technologies Inc. has the higher net margin (24.4% vs 2.38%) and the higher return on invested capital (7.76% vs 3.55%). Both pay a dividend; Sensata Technologies Holding N.V. yields more (1.46% vs 0.31%). Across the 23 metrics below, ESCO Technologies Inc. leads on 14 and Sensata Technologies Holding N.V. on 9.

Valuation

Metric ESE ST Scientific & Technical Instruments median
P/E 22.09 69.16 35.93
P/S 5.38 1.63 4.46
P/B 4.30 2.07 3.00
Price to free cash flow 35.35 10.60 24.96
EV/EBITDA 22.54 10.85 19.60
EV/Sales 5.39 2.17 4.98
Earnings yield 4.53% 1.45% 0.53%
Free cash flow yield 2.83% 9.44% 1.12%

Profitability

Metric ESE ST Scientific & Technical Instruments median
Gross margin 42.01% 29.50% 45.75%
Operating margin 15.66% 7.53% 7.34%
Net margin 24.39% 2.38% 1.56%
Free cash flow margin 15.23% 15.34% 5.84%
Return on equity 21.39% 3.08% 2.87%
Return on assets 12.73% 1.30% 0.99%
Return on invested capital 7.76% 3.55% 3.88%

Growth

Metric ESE ST Scientific & Technical Instruments median
Revenue growth (TTM) 34.33% 0.80% 11.28%
EPS growth (last fiscal year) 193.15% (75.29%) —
Revenue growth, 5-year CAGR 8.44% 3.99% 7.89%
Net income growth, 5-year CAGR 24.66% (28.22%) 0.00%

Health

Metric ESE ST Scientific & Technical Instruments median
Debt to equity 0.05 0.83 0.00
Current ratio 1.38 2.29 2.24
Net debt to EBITDA 0.34 3.14 0.44

Dividend

Metric ESE ST Scientific & Technical Instruments median
Dividend yield 0.31% 1.46% 0.72%
Payout ratio 0.09 0.18 0.00

Size

Metric ESE ST Scientific & Technical Instruments median
Market cap 6.95b 5.98b 483.67m

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