Ituran Location and Control Ltd. (ITRN) vs Sensata Technologies Holding N.V. (ST)

Ituran Location and Control Ltd. 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 $1.0B — 5.8× the size. Ituran Location and Control Ltd. trades at the lower P/E: 16.0× against 69.2×. Ituran Location and Control Ltd. grew revenue faster over the last twelve months: 15.8% against 0.80%. Ituran Location and Control Ltd. has the higher net margin (16.3% vs 2.38%) and the higher return on invested capital (44.0% vs 3.55%). Both pay a dividend; Ituran Location and Control Ltd. yields more (2.66% vs 1.46%). Across the 23 metrics below, Ituran Location and Control Ltd. leads on 17 and Sensata Technologies Holding N.V. on 6.

Valuation

Metric ITRN ST Scientific & Technical Instruments median
P/E 15.98 69.16 35.93
P/S 2.60 1.63 4.46
P/B 4.54 2.07 3.00
Price to free cash flow 12.72 10.60 24.96
EV/EBITDA 8.76 10.85 19.60
EV/Sales 2.34 2.17 4.98
Earnings yield 6.26% 1.45% 0.53%
Free cash flow yield 7.86% 9.44% 1.12%

Profitability

Metric ITRN ST Scientific & Technical Instruments median
Gross margin 49.95% 29.50% 45.75%
Operating margin 21.83% 7.53% 7.34%
Net margin 16.28% 2.38% 1.56%
Free cash flow margin 20.47% 15.34% 5.84%
Return on equity 30.72% 3.08% 2.87%
Return on assets 16.57% 1.30% 0.99%
Return on invested capital 44.04% 3.55% 3.88%

Growth

Metric ITRN ST Scientific & Technical Instruments median
Revenue growth (TTM) 15.79% 0.80% 11.28%
EPS growth (last fiscal year) 8.15% (75.29%) —
Revenue growth, 5-year CAGR 7.89% 3.99% 7.89%
Net income growth, 5-year CAGR 29.17% (28.22%) 0.00%

Health

Metric ITRN ST Scientific & Technical Instruments median
Debt to equity 0.00 0.83 0.00
Current ratio 2.03 2.29 2.24
Net debt to EBITDA (1.12) 3.14 0.44

Dividend

Metric ITRN ST Scientific & Technical Instruments median
Dividend yield 2.66% 1.46% 0.72%
Payout ratio 0.27 0.18 0.00

Size

Metric ITRN ST Scientific & Technical Instruments median
Market cap 1.03b 5.98b 483.67m

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