FTV vs ST
Fortive vs Sensata Technologies — AI-powered side-by-side comparison
VS
ST
Sensata Technologies
61
Buy
| Metric | FTV | ST |
|---|
| AI Score |
71
|
61
|
| Price |
$62.07
|
$46.64
|
| P/E Ratio |
35.88×
|
74.08×
|
| ROE |
9.0%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.2%
|
28.5%
|
| Debt / Equity |
0.58×
|
0.83×
|
| Dividend Yield |
0.4%
|
1.0%
|
| RSI (14) |
56.5
|
49.8
|
| Beta |
0.976
|
1.263
|
| Expected Upside |
+1.1%
|
+1.6%
|
AI Committee View
Current Innellis committee reasoning for FTV versus ST.
FTV leads by 10 points.
FTV scores 71/100 (Buy) versus ST at 61/100 (Buy).
FTV Committee View
100% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
ST Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.47 across 22 articles, 14d). The main limiting factor is p/e of 75.5 is expensive by classic value standards. 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
- P/E of 75.5 is expensive by classic value standards — Value
- ROE of only 3.2% -- cheap may mean cheap for a reason — Value
- EPS declining -20.4% YoY despite any revenue growth — Growth