Sensata Technologies Holding NV (ST)vsTeledyne Technologies Incorporated (TDY)
ST
Sensata Technologies Holding NV
$36.40
+0.22%
TECHNOLOGY · Cap: $5.31B
TDY
Teledyne Technologies Incorporated
$625.37
-0.11%
TECHNOLOGY · Cap: $28.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Teledyne Technologies Incorporated generates 65% more annual revenue ($6.12B vs $3.70B). TDY leads profitability with a 14.6% profit margin vs 0.9%. ST appears more attractively valued with a PEG of 0.23. TDY earns a higher WallStSmart Score of 66/100 (B-).
ST
Buy64
out of 100
Grade: C+
TDY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-278.6%
Fair Value
$9.83
Current Price
$36.40
$26.57 premium
Margin of Safety
+25.2%
Fair Value
$884.05
Current Price
$625.37
$258.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Earnings expanding 39.1% YoY
Areas to Watch
1.1% revenue growth
ROE of 1.1% — below average capital efficiency
0.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TDY
The strongest argument for TDY centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.40 suggests the stock is reasonably priced for its growth.
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.
Bear Case : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
ST carries more volatility with a beta of 1.14 — expect wider price swings.
TDY is growing revenue faster at 7.3% — sustainability is the question.
TDY generates stronger free cash flow (339M), providing more financial flexibility.
Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TDY scores higher overall (66/100 vs 64/100). 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.
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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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