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 $12.5B against $5.6B — 2.2× the size. Trimble Inc. has negative trailing earnings, so its P/E is not meaningful; Sensata Technologies Holding N.V. trades at 15.6×. Trimble Inc. grew revenue faster over the last twelve months: 6.88% against 4.12%. Sensata Technologies Holding N.V. has the higher net margin (9.53% vs −4.08%) and the higher return on invested capital (7.39% vs 6.30%). Across the 21 metrics below, Sensata Technologies Holding N.V. leads on 13 and Trimble Inc. on 8.

Valuation

Metric ST TRMB Scientific & Technical Instruments median
P/E 15.58 n/m 28.21
P/S 1.48 3.27 4.46
P/B 1.86 2.53 3.10
Price to free cash flow 8.89 15.91 24.15
EV/EBITDA 9.41 16.61 18.28
EV/Sales 1.97 3.61 4.64
Earnings yield 6.42% (1.27%) 0.68%
Free cash flow yield 11.24% 6.28% 1.98%

Profitability

Metric ST TRMB Scientific & Technical Instruments median
Gross margin 30.83% 69.60% 47.24%
Operating margin 15.14% 16.48% 8.96%
Net margin 9.53% (4.08%) 1.92%
Free cash flow margin 16.67% 20.74% 10.59%
Return on equity 12.67% (2.92%) 2.66%
Return on assets 5.33% (1.79%) 1.12%
Return on invested capital 7.39% 6.30% 4.79%

Growth

Metric ST TRMB Scientific & Technical Instruments median
Revenue growth (TTM) 4.12% 6.88% 9.26%
EPS growth (last fiscal year) (75.29%) (71.10%) 13.24%
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 0.79 0.31 0.00
Current ratio 2.39 0.93 2.30
Net debt to EBITDA 3.14 1.44 0.45

Dividend

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

Size

Metric ST TRMB Scientific & Technical Instruments median
Market cap 5.61b 12.51b 549.07m

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