Keysight Technologies Inc (KEYS)vsSensata Technologies Holding NV (ST)
KEYS
Keysight Technologies Inc
$305.11
+2.06%
TECHNOLOGY · Cap: $52.30B
ST
Sensata Technologies Holding NV
$41.64
+0.99%
TECHNOLOGY · Cap: $5.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Keysight Technologies Inc generates 74% more annual revenue ($6.58B vs $3.78B). KEYS leads profitability with a 19.1% profit margin vs 2.4%. ST appears more attractively valued with a PEG of 0.23. KEYS earns a higher WallStSmart Score of 77/100 (B+).
KEYS
Strong Buy77
out of 100
Grade: B+
ST
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.3%
Fair Value
$169.63
Current Price
$305.11
$135.48 premium
Margin of Safety
+19.2%
Fair Value
$46.04
Current Price
$41.64
$4.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.5% year-over-year
Earnings expanding 109.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 25.7%
Growing faster than its price suggests
Earnings expanding 70.7% YoY
Reasonable price relative to book value
Areas to Watch
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, EPS Growth, Market Cap. Profitability is solid with margins at 19.1% and operating margin at 25.7%. Revenue growth of 36.5% demonstrates continued momentum.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : KEYS
The primary concerns for KEYS are Piotroski F-Score, P/E Ratio. A P/E of 41.6x 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 70.5x 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 1.24 — expect wider price swings.
KEYS is growing revenue faster at 36.5% — sustainability is the question.
KEYS generates stronger free cash flow (403M), providing more financial flexibility.
Bottom Line
KEYS scores higher overall (77/100 vs 63/100), backed by strong 19.1% margins and 36.5% revenue growth. ST offers better value entry with a 19.2% 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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