SNX vs ST
TD Synnex vs Sensata Technologies — AI-powered side-by-side comparison
VS
ST
Sensata Technologies
61
Buy
| Metric | SNX | ST |
|---|
| AI Score |
66
|
61
|
| Price |
$252.50
|
$46.64
|
| P/E Ratio |
17.93×
|
74.08×
|
| ROE |
9.8%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
6.8%
|
28.5%
|
| Debt / Equity |
0.53×
|
0.83×
|
| Dividend Yield |
0.7%
|
1.0%
|
| RSI (14) |
47.2
|
49.8
|
| Beta |
1.429
|
1.261
|
| Expected Upside |
+17.4%
|
+1.6%
|
AI Committee View
Current Innellis committee reasoning for SNX versus ST.
SNX leads by 5 points.
SNX scores 66/100 (Buy) versus ST at 61/100 (Buy).
SNX Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
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