Itron, Inc. (ITRI) vs Sensata Technologies Holding N.V. (ST)

Itron, 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 $4.0B — 1.5× the size. Itron, Inc. trades at the lower P/E: 14.8× against 69.2×. Sensata Technologies Holding N.V. grew revenue faster over the last twelve months: 0.80% against −5.69%. Itron, Inc. has the higher net margin (11.9% vs 2.38%) and the higher return on invested capital (7.70% vs 3.55%). Across the 22 metrics below, Itron, Inc. leads on 15 and Sensata Technologies Holding N.V. on 7.

Valuation

Metric ITRI ST Scientific & Technical Instruments median
P/E 14.76 69.16 35.93
P/S 1.72 1.63 4.46
P/B 2.42 2.07 3.00
Price to free cash flow 10.29 10.60 24.96
EV/EBITDA 14.05 10.85 19.60
EV/Sales 2.28 2.17 4.98
Earnings yield 6.77% 1.45% 0.53%
Free cash flow yield 9.72% 9.44% 1.12%

Profitability

Metric ITRI ST Scientific & Technical Instruments median
Gross margin 39.87% 29.50% 45.75%
Operating margin 13.20% 7.53% 7.34%
Net margin 11.90% 2.38% 1.56%
Free cash flow margin 16.73% 15.34% 5.84%
Return on equity 16.74% 3.08% 2.87%
Return on assets 7.19% 1.30% 0.99%
Return on invested capital 7.70% 3.55% 3.88%

Growth

Metric ITRI ST Scientific & Technical Instruments median
Revenue growth (TTM) (5.69%) 0.80% 11.28%
EPS growth (last fiscal year) 25.48% (75.29%) —
Revenue growth, 5-year CAGR 1.72% 3.99% 7.89%
Net income growth, 5-year CAGR 0.00% (28.22%) 0.00%

Health

Metric ITRI ST Scientific & Technical Instruments median
Debt to equity 0.96 0.83 0.00
Current ratio 2.75 2.29 2.24
Net debt to EBITDA 0.62 3.14 0.44

Dividend

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

Size

Metric ITRI ST Scientific & Technical Instruments median
Market cap 4.01b 5.98b 483.67m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack