STSensata Technologies Holding plc
Industrial Instruments For Measurement, Display, And Control · $6.9B market cap · 2,025 employees
1.1×
About as likely as average to be taken private
Top 16% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works
Takeover signals
What an activist or buyer would see: cheap, overpaid, diluted or under pressure.
3of 15 firedHow well they predict deals →
- TSR below peersYes4 of 5 years3+ of last 5 years
- Goodwill-heavyYes47% of assetsOver 40% of assets
- Quiet on AIYes0.2 per 10K words · 14th pctBottom quartile of AI mentions in 10-Ks
12 other checks
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo20× net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo31% of cash flowBuybacks + dividends over cash flow
- Shareholder dissentNo95% lowest supportAny vote under 80% support
- Low revenue per employeeNo$2M · 91st pctBottom quartile of its SIC industry
- Net cashNo4.6× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedNo$6.9B market capMarket cap $500M–$5B
- Recurring revenueNo3 of 1010-K business scored 7+ of 10 for recurring revenue
- AI-rollup shapedNo1 of 1010-K business scored 5+ of 10 as an AI-rollup target
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$8M netNet sales over $10M in 12 months
Deal filings
| Filed | Form | Acquirer | Price | Premium |
|---|---|---|---|---|
| Jan 19, 2018 | DEFM14A | — | $100.00 | 20% |
Key numbers
- Revenue
- $3.7B
- 5.8% YoY
- Operating margin
- 6.4%
- 69% YoY
- EBITDA
- $494M
- 6.9% YoY
- Net debt / EBITDA
- 4.6×
- $2.3B net debt
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.8B | $4.0B | $4.1B | $3.9B | $3.7B | 5.8% |
| Operating income | $633M | $670M | $182M | $149M | $238M | 59% |
| Net income | $364M | $311M | −$4M | $129M | $31M | 76% |
| Operating cash flow | $554M | $461M | $457M | $552M | $622M | 13% |
| Capex | $144M | $150M | $185M | $159M | $131M | 17% |
| Stock-based comp | $26M | $32M | $30M | $39M | $25M | 35% |
| Buybacks | $48M | $292M | $88M | $69M | $121M | 75% |
| Dividends | $0 | $51M | $72M | $72M | $70M | 2.5% |
13D filers
None on file.
Insider trading
−$8Mnet selling by insiders, open market, last 12 months
Bought $502K · 1 tradeSold $8M · 9 trades
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 124 | 118 |
| FY2024 | — | — | 53 | 162 |
| FY2023 | — | — | 71 | 140 |
| FY2022 | — | — | 76 | 121 |
| FY2021 | — | — | 115 | 130 |