Some Headwinds For Sensata Technologies

Sep. 19, 2022 4:56 PM ETSensata Technologies Holding plc (ST)

Summary

  • The company has promising tailwinds from electrification and IoT but is going through a soft patch that might very well get worse near-term.
  • However, the company still manages to outperform the markets on the basis of additional content and acquisitions.
  • The shares are fairly cheap, and the company is well equipped to deal with the soft market.
  • So we don't see all that much risk, but no immediate catalyst to take the shares significantly higher still, this is more for when a market recovery comes in sight.
  • Looking for more investing ideas like this one? Get them exclusively at SHU Growth Portfolio. Learn More »

Password Control by Fingerprint. Fingerprint Security Concept. 3D Render.

Peach_iStock

Sensata Technologies (NYSE:ST) designs and produces sensors mainly for the automotive industry and more especially for EVs, but it also sells to the wider electrification market and industrial processes, aerospace and heavy vehicles, and off-road.

The company is

ST Chart

FinViz

Chart
Data by YCharts

Electrification

ST Q1/22 earnings deck

Dynapower

ST earnings deck

Dynapower II

ST Q1/22 earnings deck

High Voltage boxes

ST Q2/22 earnings deck

Insights

ST Q1/22 earnings deck

Financial performance

ST Q2/22 earnings deck

Disaggregated revenue

ST Q2/22 10Q

FY22 outlook

ST Q1/22 earnings deck

Guidance

ST Q2/22 earnings deck

Chart
Data by YCharts

Chart
Data by YCharts

Chart
Data by YCharts

Debt

ST Q2/22 10Q

Chart
Data by YCharts

                                   If you are interested in similarly small, high-growth potential stocks you could join us at our marketplace service SHU Growth Portfolio, where we maintain a portfolio and a watchlist of similar stocks. 

We add real-time buy and sell signals on these, as well as other trading opportunities which we provide in our active chat community. We look at companies with a defensible competitive advantage and the opportunity and/or business models which have the potential to generate considerable operational leverage.

This article was written by

Shareholders Unite profile picture
18.57K Followers
Finding the next Roku while navigating the high-risk, high reward landscape

I'm a retired academic with three decades of experience in the financial markets.

Providing a marketplace service Shareholdersunite Portfolio

Finding the next Roku while navigating the high-risk, high reward landscape.

Looking to find small companies with multi-bagger potential whilst mitigating the risks through a portfolio approach.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.