CGNX vs ST
Cognex vs Sensata Technologies — AI-powered side-by-side comparison
VS
ST
Sensata Technologies
71
Buy
| Metric | CGNX | ST |
|---|
| AI Score |
62
|
71
|
| Price |
$66.61
|
$45.91
|
| P/E Ratio |
62.50×
|
73.38×
|
| ROE |
7.7%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.9%
|
28.5%
|
| Debt / Equity |
0.04×
|
0.83×
|
| Dividend Yield |
0.5%
|
1.0%
|
| RSI (14) |
54.4
|
49.3
|
| Beta |
1.503
|
1.265
|
| Expected Upside |
+9.0%
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for CGNX versus ST.
ST leads by 9 points.
ST scores 71/100 (Buy) versus CGNX at 62/100 (Buy).
CGNX Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 21.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 21.5% signals elevated volatility — Risk
ST Committee View
80% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- News sentiment is positive (+0.40 across 5 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical