SES AI Corporation (SES) vs Strattec Security Corporation (STRT)

SES AI Corporation and Strattec Security Corporation are both Auto Parts companies. Strattec Security Corporation is the larger, with a market value of $262.1M against $203.9M — 1.3× the size. SES AI Corporation has negative trailing earnings, so its P/E is not meaningful; Strattec Security Corporation trades at 13.2×. Strattec Security Corporation has the higher net margin (3.56% vs −289.6%) and the higher return on invested capital (10.5% vs −190.6%). Across the 16 metrics below, Strattec Security Corporation leads on 11 and SES AI Corporation on 5.

Valuation

Metric SES STRT Auto Parts median
P/E n/m 13.23 17.92
P/S 7.60 0.47 0.64
P/B 0.95 1.02 1.15
Price to free cash flow n/m 6.65 12.82
EV/EBITDA n/m 4.15 7.66
EV/Sales 1.06 0.30 0.73
Earnings yield (37.74%) 7.56% 2.73%
Free cash flow yield (33.92%) 15.04% 3.47%

Profitability

Metric SES STRT Auto Parts median
Gross margin 27.75% 16.46% 22.64%
Operating margin (312.83%) 4.58% 3.67%
Net margin (289.64%) 3.56% 1.68%
Free cash flow margin (257.68%) 7.06% 2.31%
Return on equity (31.15%) 8.05% 2.35%
Return on assets (25.81%) 5.29% 0.89%
Return on invested capital (190.64%) 10.54% 4.55%

Growth

Metric SES STRT Auto Parts median
Revenue growth (TTM) — 2.54% 5.00%
EPS growth (last fiscal year) 29.03% 9.17% —
Revenue growth, 5-year CAGR — 3.61% 7.78%
Net income growth, 5-year CAGR 0.00% (1.78%) 0.00%

Health

Metric SES STRT Auto Parts median
Debt to equity 0.00 0.00 0.38
Current ratio 6.52 2.90 1.78
Net debt to EBITDA 2.76 (2.60) 1.26

Dividend

Metric SES STRT Auto Parts median
Dividend yield — — 2.37%
Payout ratio 0.00 0.00 0.00

Size

Metric SES STRT Auto Parts median
Market cap 203.92m 262.13m 914.31m

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