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 $5.6B against $4.4B — 1.3× the size. Sensata Technologies Holding N.V. trades at the lower P/E: 15.6× against 15.6×. Sensata Technologies Holding N.V. grew revenue faster over the last twelve months: 4.12% against −3.63%. Itron, Inc. has the higher net margin (12.1% vs 9.53%) and the higher return on invested capital (8.09% vs 7.39%). Across the 22 metrics below, Sensata Technologies Holding N.V. leads on 13 and Itron, Inc. on 9.

Valuation

Metric ITRI ST Scientific & Technical Instruments median
P/E 15.61 15.58 28.21
P/S 1.85 1.48 4.46
P/B 2.50 1.86 3.10
Price to free cash flow 11.70 8.89 24.15
EV/EBITDA 13.95 9.41 18.28
EV/Sales 2.37 1.97 4.64
Earnings yield 6.40% 6.42% 0.68%
Free cash flow yield 8.55% 11.24% 1.98%

Profitability

Metric ITRI ST Scientific & Technical Instruments median
Gross margin 40.66% 30.83% 47.24%
Operating margin 13.69% 15.14% 8.96%
Net margin 12.05% 9.53% 1.92%
Free cash flow margin 15.84% 16.67% 10.59%
Return on equity 16.30% 12.67% 2.66%
Return on assets 7.15% 5.33% 1.12%
Return on invested capital 8.09% 7.39% 4.79%

Growth

Metric ITRI ST Scientific & Technical Instruments median
Revenue growth (TTM) (3.63%) 4.12% 9.26%
EPS growth (last fiscal year) 25.48% (75.29%) 13.24%
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 0.92 0.79 0.00
Current ratio 2.83 2.39 2.30
Net debt to EBITDA 0.62 3.14 0.45

Dividend

Metric ITRI ST Scientific & Technical Instruments median
Dividend yield — 1.22% 0.62%
Payout ratio — 0.19 0.22

Size

Metric ITRI ST Scientific & Technical Instruments median
Market cap 4.36b 5.61b 549.07m

Compare with another peer

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