MKS Inc. (MKSI) vs Sensata Technologies Holding N.V. (ST)

MKS Inc. and Sensata Technologies Holding N.V. are both Scientific & Technical Instruments companies. MKS Inc. is the larger, with a market value of $17.7B against $6.0B — 3.0× the size. MKS Inc. trades at the lower P/E: 39.9× against 69.2×. MKS Inc. grew revenue faster over the last twelve months: 16.3% against 0.80%. MKS Inc. has the higher net margin (10.1% vs 2.38%) and the higher return on invested capital (6.74% vs 3.55%). Both pay a dividend; Sensata Technologies Holding N.V. yields more (1.46% vs 0.77%). Across the 23 metrics below, MKS Inc. leads on 12 and Sensata Technologies Holding N.V. on 11.

Valuation

Metric MKSI ST Scientific & Technical Instruments median
P/E 39.94 69.16 35.93
P/S 4.06 1.63 4.46
P/B 5.90 2.07 3.00
Price to free cash flow 38.50 10.60 24.96
EV/EBITDA 20.04 10.85 19.60
EV/Sales 4.82 2.17 4.98
Earnings yield 2.50% 1.45% 0.53%
Free cash flow yield 2.60% 9.44% 1.12%

Profitability

Metric MKSI ST Scientific & Technical Instruments median
Gross margin 46.96% 29.50% 45.75%
Operating margin 15.69% 7.53% 7.34%
Net margin 10.12% 2.38% 1.56%
Free cash flow margin 10.53% 15.34% 5.84%
Return on equity 15.88% 3.08% 2.87%
Return on assets 4.95% 1.30% 0.99%
Return on invested capital 6.74% 3.55% 3.88%

Growth

Metric MKSI ST Scientific & Technical Instruments median
Revenue growth (TTM) 16.26% 0.80% 11.28%
EPS growth (last fiscal year) 55.52% (75.29%) —
Revenue growth, 5-year CAGR 11.03% 3.99% 7.89%
Net income growth, 5-year CAGR (3.36%) (28.22%) 0.00%

Health

Metric MKSI ST Scientific & Technical Instruments median
Debt to equity 1.32 0.83 0.00
Current ratio 1.14 2.29 2.24
Net debt to EBITDA 3.93 3.14 0.44

Dividend

Metric MKSI ST Scientific & Technical Instruments median
Dividend yield 0.77% 1.46% 0.72%
Payout ratio 0.12 0.18 0.00

Size

Metric MKSI ST Scientific & Technical Instruments median
Market cap 17.71b 5.98b 483.67m

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