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 $5.6B — 1.2× the size. Sensata Technologies Holding N.V. trades at the lower P/E: 15.6× against 19.0×. ESCO Technologies Inc. grew revenue faster over the last twelve months: 34.3% against 4.12%. ESCO Technologies Inc. has the higher net margin (24.4% vs 9.53%) and the higher return on invested capital (7.76% vs 7.39%). Both pay a dividend; Sensata Technologies Holding N.V. yields more (1.22% vs 0.14%). Across the 23 metrics below, ESCO Technologies Inc. leads on 12 and Sensata Technologies Holding N.V. on 11.

Valuation

Metric ESE ST Scientific & Technical Instruments median
P/E 18.99 15.58 28.21
P/S 4.63 1.48 4.46
P/B 3.69 1.86 3.10
Price to free cash flow 30.38 8.89 24.15
EV/EBITDA 19.38 9.41 18.28
EV/Sales 4.64 1.97 4.64
Earnings yield 5.27% 6.42% 0.68%
Free cash flow yield 3.29% 11.24% 1.98%

Profitability

Metric ESE ST Scientific & Technical Instruments median
Gross margin 42.01% 30.83% 47.24%
Operating margin 15.66% 15.14% 8.96%
Net margin 24.39% 9.53% 1.92%
Free cash flow margin 15.23% 16.67% 10.59%
Return on equity 21.39% 12.67% 2.66%
Return on assets 12.73% 5.33% 1.12%
Return on invested capital 7.76% 7.39% 4.79%

Growth

Metric ESE ST Scientific & Technical Instruments median
Revenue growth (TTM) 34.33% 4.12% 9.26%
EPS growth (last fiscal year) 193.15% (75.29%) 13.24%
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 0.79 0.00
Current ratio 1.38 2.39 2.30
Net debt to EBITDA 0.34 3.14 0.45

Dividend

Metric ESE ST Scientific & Technical Instruments median
Dividend yield 0.14% 1.22% 0.62%
Payout ratio 0.03 0.19 0.22

Size

Metric ESE ST Scientific & Technical Instruments median
Market cap 7.00b 5.61b 549.07m

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