Keysight Technologies Inc (KEYS)vsSensata Technologies Holding NV (ST)
KEYS
Keysight Technologies Inc
$329.83
-3.87%
TECHNOLOGY · Cap: $61.00B
ST
Sensata Technologies Holding NV
$49.84
-5.32%
TECHNOLOGY · Cap: $7.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Keysight Technologies Inc generates 63% more annual revenue ($6.09B vs $3.73B). KEYS leads profitability with a 17.3% profit margin vs 1.3%. ST appears more attractively valued with a PEG of 0.30. KEYS earns a higher WallStSmart Score of 66/100 (B-).
KEYS
Strong Buy66
out of 100
Grade: B-
ST
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KEYS.
Margin of Safety
+18.8%
Fair Value
$45.81
Current Price
$49.84
$4.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.5% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 25.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 8.9x book value
Weak financial health signals
Premium valuation, high expectations priced in
2.6% revenue growth
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
1.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : KEYS
The strongest argument for KEYS centers on Revenue Growth, Market Cap, EPS Growth. Profitability is solid with margins at 17.3% and operating margin at 18.8%. Revenue growth of 31.5% demonstrates continued momentum.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.30 suggests the stock is reasonably priced for its growth.
Bear Case : KEYS
The primary concerns for KEYS are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 57.5x leaves little room for execution misses.
Bear Case : ST
The primary concerns for ST are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 152.7x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
KEYS profiles as a growth stock while ST is a value play — different risk/reward profiles.
ST carries more volatility with a beta of 1.26 — expect wider price swings.
KEYS is growing revenue faster at 31.5% — sustainability is the question.
KEYS generates stronger free cash flow (472M), providing more financial flexibility.
Bottom Line
KEYS scores higher overall (66/100 vs 59/100), backed by strong 17.3% margins and 31.5% revenue growth. ST offers better value entry with a 18.8% margin of safety. Both earn "Strong 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.
Keysight Technologies Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Keysight Technologies, or Keysight, is an American company that manufactures electronics test and measurement equipment and software.
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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