Sensata Technologies Holding N.V. (ST) vs Trimble Inc. (TRMB)

Sensata Technologies Holding N.V. and Trimble Inc. are both Scientific & Technical Instruments companies. Trimble Inc. is the larger, with a market value of $13.5B against $6.0B — 2.3× the size. Trimble Inc. has negative trailing earnings, so its P/E is not meaningful; Sensata Technologies Holding N.V. trades at 69.2×. Trimble Inc. grew revenue faster over the last twelve months: 5.80% against 0.80%. Sensata Technologies Holding N.V. has the higher net margin (2.38% vs −2.77%) and the lower return on invested capital (3.55% vs 6.32%). Across the 21 metrics below, Sensata Technologies Holding N.V. leads on 12 and Trimble Inc. on 9.

Valuation

Metric ST TRMB Scientific & Technical Instruments median
P/E 69.16 n/m 35.93
P/S 1.63 3.56 4.46
P/B 2.07 2.64 3.00
Price to free cash flow 10.60 17.62 24.96
EV/EBITDA 10.85 17.43 19.60
EV/Sales 2.17 3.89 4.98
Earnings yield 1.45% (0.81%) 0.53%
Free cash flow yield 9.44% 5.68% 1.12%

Profitability

Metric ST TRMB Scientific & Technical Instruments median
Gross margin 29.50% 69.80% 45.75%
Operating margin 7.53% 16.99% 7.34%
Net margin 2.38% (2.77%) 1.56%
Free cash flow margin 15.34% 20.44% 5.84%
Return on equity 3.08% (1.94%) 2.87%
Return on assets 1.30% (1.19%) 0.99%
Return on invested capital 3.55% 6.32% 3.88%

Growth

Metric ST TRMB Scientific & Technical Instruments median
Revenue growth (TTM) 0.80% 5.80% 11.28%
EPS growth (last fiscal year) (75.29%) (71.10%) —
Revenue growth, 5-year CAGR 3.99% 2.65% 7.89%
Net income growth, 5-year CAGR (28.22%) 1.69% 0.00%

Health

Metric ST TRMB Scientific & Technical Instruments median
Debt to equity 0.83 0.29 0.00
Current ratio 2.29 0.95 2.24
Net debt to EBITDA 3.14 1.44 0.44

Dividend

Metric ST TRMB Scientific & Technical Instruments median
Dividend yield 1.46% — 0.72%
Payout ratio 0.18 0.00 0.00

Size

Metric ST TRMB Scientific & Technical Instruments median
Market cap 5.98b 13.51b 483.67m

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