Fortive Corp (FTV)vsSensata Technologies Holding NV (ST)
FTV
Fortive Corp
$54.78
-0.22%
TECHNOLOGY · Cap: $17.44B
ST
Sensata Technologies Holding NV
$36.40
+0.22%
TECHNOLOGY · Cap: $5.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortive Corp generates 12% more annual revenue ($4.16B vs $3.70B). FTV leads profitability with a 13.9% profit margin vs 0.9%. ST appears more attractively valued with a PEG of 0.23. ST earns a higher WallStSmart Score of 64/100 (C+).
FTV
Buy54
out of 100
Grade: C-
ST
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-443.1%
Fair Value
$10.81
Current Price
$54.78
$43.97 premium
Margin of Safety
-278.6%
Fair Value
$9.83
Current Price
$36.40
$26.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.1%
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 6.4% — below average capital efficiency
Earnings declined 2.6%
1.1% revenue growth
ROE of 1.1% — below average capital efficiency
0.9% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FTV
The strongest argument for FTV centers on Price/Book, Operating Margin. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, Debt/Equity, Price/Book. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : FTV
The primary concerns for FTV are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : ST
The primary concerns for ST are Revenue Growth, Return on Equity, Profit Margin. A P/E of 173.3x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ST carries more volatility with a beta of 1.14 — expect wider price swings.
FTV is growing revenue faster at 4.6% — sustainability is the question.
FTV generates stronger free cash flow (336M), providing more financial flexibility.
Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ST scores higher overall (64/100 vs 54/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fortive Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Fortive is an American diversified industrial technology conglomerate company headquartered in Everett, Washington.
Visit Website →Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
Visit Website →Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
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