Critical Analysis: Sensata Technologies Holding N.V. (ST) & Amphenol Corporation (APH)
Sensata Technologies Holding N.V. (NYSE: ST) and Amphenol Corporation (NYSE:APH) are both mid-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, profitability, dividends, risk and institutional ownership.
This table compares Sensata Technologies Holding N.V. and Amphenol Corporation’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Sensata Technologies Holding N.V.||8.91%||26.18%||8.21%|
Volatility & Risk
Sensata Technologies Holding N.V. has a beta of 1.45, suggesting that its stock price is 45% more volatile than the S&P 500. Comparatively, Amphenol Corporation has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500.
This is a breakdown of recent ratings and target prices for Sensata Technologies Holding N.V. and Amphenol Corporation, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Sensata Technologies Holding N.V.||0||3||4||0||2.57|
Sensata Technologies Holding N.V. currently has a consensus price target of $48.86, suggesting a potential upside of 10.34%. Amphenol Corporation has a consensus price target of $77.57, suggesting a potential downside of 2.78%. Given Sensata Technologies Holding N.V.’s higher probable upside, research analysts plainly believe Sensata Technologies Holding N.V. is more favorable than Amphenol Corporation.
Amphenol Corporation pays an annual dividend of $0.64 per share and has a dividend yield of 0.8%. Sensata Technologies Holding N.V. does not pay a dividend. Amphenol Corporation pays out 21.5% of its earnings in the form of a dividend. Amphenol Corporation has increased its dividend for 5 consecutive years.
Valuation and Earnings
This table compares Sensata Technologies Holding N.V. and Amphenol Corporation’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Sensata Technologies Holding N.V.||$3.23 billion||2.35||$814.87 million||$1.68||26.36|
|Amphenol Corporation||$6.51 billion||3.74||$1.54 billion||$2.97||26.87|
Amphenol Corporation has higher revenue and earnings than Sensata Technologies Holding N.V.. Sensata Technologies Holding N.V. is trading at a lower price-to-earnings ratio than Amphenol Corporation, indicating that it is currently the more affordable of the two stocks.
Institutional and Insider Ownership
96.0% of Amphenol Corporation shares are owned by institutional investors. 1.0% of Sensata Technologies Holding N.V. shares are owned by insiders. Comparatively, 2.5% of Amphenol Corporation shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
Amphenol Corporation beats Sensata Technologies Holding N.V. on 13 of the 18 factors compared between the two stocks.
Sensata Technologies Holding N.V. Company Profile
Sensata Technologies Holding N.V. is an industrial technology company. The Company is engaged in the development, manufacture, and sale of sensors and controls. The Company operates through two segments: Performance Sensing and Sensing Solutions. It produces a range of sensors and controls for applications, such as pressure sensors in automotive systems, thermal circuit breakers in aircraft, and bimetal current and temperature control devices. Its sensors are devices that translate a physical phenomenon, such as pressure or position, into electronic signals that microprocessors can act upon. Its controls are customized devices embedded within systems to protect them from excessive heat or current. Its primary products include low-, medium-, and high-pressure sensors, speed and position sensors, bimetal electromechanical controls, temperature sensors, power conversion and control products, thermal and magnetic-hydraulic circuit breakers, pressure switches and interconnection products.
Amphenol Corporation Company Profile
Amphenol Corporation (Amphenol) is a designer, manufacturer and marketer of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor- based products, and coaxial and specialty cable. The Company operates through two segments, which include Interconnect Products and Assemblies, and Cable Products and Solutions. Its Interconnect Product and Assemblies segment primarily is engaged in designing, manufacturing and marketing a range of connector and connector systems, value-add products, and other products, including antennas and sensors, used in a range of applications in various set of end markets. Its Cable Products and Solutions segment primarily engages in designing, manufacturing and marketing cables, value-added products and components for use primarily in the broadband communications and information technology markets. It designs, manufactures and assembles its products at facilities in the Americas, Europe, Asia, Australia and Africa.
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