Keysight Technologies Inc (KEYS)vsSensata Technologies Holding NV (ST)
KEYS
Keysight Technologies Inc
$341.24
+6.01%
TECHNOLOGY · Cap: $56.07B
ST
Sensata Technologies Holding NV
$48.66
+3.93%
TECHNOLOGY · Cap: $6.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Keysight Technologies Inc generates 61% more annual revenue ($6.09B vs $3.78B). KEYS leads profitability with a 17.3% profit margin vs 2.4%. ST appears more attractively valued with a PEG of 0.27. KEYS earns a higher WallStSmart Score of 68/100 (B-).
KEYS
Strong Buy68
out of 100
Grade: B-
ST
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KEYS.
Margin of Safety
+19.6%
Fair Value
$46.28
Current Price
$48.66
$2.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.5% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Growing faster than its price suggests
Earnings expanding 70.7% YoY
Reasonable price relative to book value
Areas to Watch
Trading at 9.2x book value
Weak financial health signals
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
2.4% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : KEYS
The strongest argument for KEYS centers on Revenue Growth, Market Cap, EPS Growth. Profitability is solid with margins at 17.3% and operating margin at 18.8%. Revenue growth of 31.5% demonstrates continued momentum.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.27 suggests the stock is reasonably priced for its growth.
Bear Case : KEYS
The primary concerns for KEYS are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 50.5x leaves little room for execution misses.
Bear Case : ST
The primary concerns for ST are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 74.7x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
KEYS profiles as a growth stock while ST is a value play — different risk/reward profiles.
ST carries more volatility with a beta of 1.26 — expect wider price swings.
KEYS is growing revenue faster at 31.5% — sustainability is the question.
KEYS generates stronger free cash flow (472M), providing more financial flexibility.
Bottom Line
KEYS scores higher overall (68/100 vs 63/100), backed by strong 17.3% margins and 31.5% revenue growth. ST offers better value entry with a 19.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Keysight Technologies Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Keysight Technologies, or Keysight, is an American company that manufactures electronics test and measurement equipment and software.
Visit Website →Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
Visit Website →Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
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