STSensata Technologies Holding plc

$42.30+37% 1Y

$42.30

$28.3652 weeks$53.55

Is the business good?

Mixed

The checks split: earnings fully cash-backed (4.7×), but margins compressing.

1 good, 1 to watch, 2 neutral

Fundamental health (F-score)5 / 9SEC EDGAR · Dec 31, 2025

Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.

Profits arrive as cash4.74×derived · Jun 30, 2026

Operating profit is fully backed by cash. Conversion is worsening vs a year ago.

Margin direction, 3 years−9.1 pts

Operating margin has narrowed over the past few years, profitability per dollar of sales is eroding.

Where ROE comes from1% ROA

A balanced mix of margins, efficiency, and leverage. ROE 1% = margin × turnover × leverage.

Unless marked, from derived.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

Leverage (Debt/EBITDA)behind 78% of the market

Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.

Sensata Technologies Holding plc earns 4.5% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

4.5%

Return on invested capital · cost of capital 9.0% · 4.5 points below what the capital costs: growth destroys value

Operating margin: 7.5%
Operating margin · Scientific & Technical Instruments median 16% · 12 months to Q2 2026
Cash conversion: 4.74×
Cash conversion · 5.27× a year ago · operating cash flow covers the operating profit after tax
Share count, year on year: +0.14%
Share count, year on year · flat: no meaningful dilution

Details›

Gross margin12 months to Q2 2026: 30%
Operating margin12 months to Q2 2026: 7.5%
Net margin12 months to Q2 2026: 2.4%
Free cash flow margin: 15%
R&D as % of revenue: 3.4%
Revenue, trailing twelve months: $3.78B
Free cash flow, trailing twelve months: $579M
Net income, trailing twelve months: $90M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash: 4.5%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.

Ranks #7 of 12 by RyuScore