WallStSmart

Garmin Ltd (GRMN)vsSensata Technologies Holding NV (ST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Garmin Ltd generates 96% more annual revenue ($7.25B vs $3.70B). GRMN leads profitability with a 23.0% 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+).

GRMN

Buy

61

out of 100

Grade: C+

Growth: 8.0Profit: 8.5Value: 7.3Quality: 9.0
Piotroski: 5/9Altman Z: 5.27

ST

Buy

64

out of 100

Grade: C+

Growth: 4.0Profit: 5.5Value: 4.7Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GRMNUndervalued (+40.9%)

Margin of Safety

+40.9%

Fair Value

$349.38

Current Price

$244.78

$104.60 discount

UndervaluedFair: $349.38Overvalued
STSignificantly Overvalued (-278.6%)

Margin of Safety

-278.6%

Fair Value

$9.83

Current Price

$36.40

$26.57 premium

UndervaluedFair: $9.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GRMN6 strengths · Avg: 8.8/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.2710/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

ST3 strengths · Avg: 9.3/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

GRMN2 concerns · Avg: 3.0/10
P/E RatioValuation
28.1x4/10

Moderate valuation

PEG RatioValuation
3.132/10

Expensive relative to growth rate

ST4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : GRMN

The strongest argument for GRMN centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 23.0% and operating margin at 28.9%. Revenue growth of 16.6% demonstrates continued momentum.

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 : GRMN

The primary concerns for GRMN are P/E Ratio, PEG Ratio.

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

GRMN profiles as a growth stock while ST is a value play — different risk/reward profiles.

ST carries more volatility with a beta of 1.14 — expect wider price swings.

GRMN is growing revenue faster at 16.6% — sustainability is the question.

GRMN generates stronger free cash flow (430M), providing more financial flexibility.

Bottom Line

ST scores higher overall (64/100 vs 61/100). GRMN offers better value entry with a 40.9% margin of safety. 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.

Garmin Ltd

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Garmin Ltd. is an American multinational technology company with headquarters in Olathe, Kansas.

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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.

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