ST

Sensata Technologies Holding N.V.

Industrial/Transportation, TMT


Presented:02/15/2018
Price:$53.66
Cap:$9.26B
Current Price:$35.45
Cap:$5.35B

Presented

Date02/15/2018
Price$53.66
Market Cap$9.26B
Ent Value$11.33B
P/E Ratio22.55x
Book Value$13.69
Div Yield0%
Shares O/S172.60M
Ave Daily Vol1,203,947
Short Int8.11%

Current

Price$35.45
Market Cap$5.35B
Sensata Technologies Holding NV engages in the development, manufacturing, and sale of sensors and controls. It operates through the following segments: Performance Sensing and Sensing Solutions. The Performance Sensing segment manufactures pressure, temperature, speed, position sensors, and electromechanical sensor products used in subsystems of automobiles and heavy on- and off-road vehicles. The Sensing Solutions segment offers a variety of control products used in industrial, aerospace, military, commercial, medical device, and residential markets, as well as sensors used in aerospace and industrial products. The company was founded on December 22, 1988 and is headquartered in Hengelo, Netherlands.

Publicly traded companies mentioned herein: Sensata Technologies Holding NV (ST)

Highlights

The presenter is long shares of Sensata Technologies (ST), seeing upside from organic growth and lower leverage, leading to meaningful amounts of FCF generation that can be used to change the company’s capital allocation structure via share buybacks. He sees a near-term catalyst in the form of changing domiciliation that could help investors re-evaluate a company that has struggled in recent years but now has a more attractive story. By his model, ST shares can appreciate to $75, from $53 today.

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Idea Discussion

Commentor 1 - 2 weeks ago

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