DOX vs ST
Amdocs Limited vs Sensata Technologies — AI-powered side-by-side comparison
DOX
Amdocs Limited
56
Watch
VS
ST
Sensata Technologies
74
Buy
| Metric | DOX | ST |
|---|
| AI Score |
56
|
74
|
| Price |
$57.52
|
$46.24
|
| P/E Ratio |
13.59×
|
73.38×
|
| ROE |
16.5%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.8%
|
28.5%
|
| Debt / Equity |
0.33×
|
0.83×
|
| Dividend Yield |
3.8%
|
1.0%
|
| RSI (14) |
59.1
|
43.8
|
| Beta |
0.417
|
1.263
|
| Expected Upside |
—
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for DOX versus ST.
ST leads by 18 points.
ST scores 74/100 (Buy) versus DOX at 56/100 (Watch).
DOX Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -2.7% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 11.4 is inexpensive for the broad market — Value
- ROE of 15.9% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.9% pays you to wait — Value
Bear Case
- Revenue declining -2.7% YoY -- this is not a growth story right now — Growth
- Bollinger bandwidth of 19.4% signals elevated volatility — Risk
ST Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 0.9% downside vs 0.2% upside.