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 $3.7B — 1.6× the size. Itron, Inc. trades at the lower P/E: 13.6× against 66.5×. 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 13.64 66.52 33.25
P/S 1.59 1.56 4.50
P/B 2.24 1.99 2.90
Price to free cash flow 9.50 10.19 24.81
EV/EBITDA 13.24 10.54 17.92
EV/Sales 2.15 2.10 4.71
Earnings yield 7.33% 1.50% 0.60%
Free cash flow yield 10.52% 9.81% 1.27%

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% 11.15%
EPS growth (last fiscal year) 25.48% (75.29%) 11.47%
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 — 1.18% 0.58%
Payout ratio — 0.80 0.36

Size

Metric ITRI ST Scientific & Technical Instruments median
Market cap 3.71b 6.01b 444.25m

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