ST vs UI
Sensata Technologies vs Ubiquiti Inc. — AI-powered side-by-side comparison
ST
Sensata Technologies
74
Buy
VS
| Metric | ST | UI |
|---|
| AI Score |
74
|
66
|
| Price |
$46.24
|
$573.47
|
| P/E Ratio |
73.38×
|
36.79×
|
| ROE |
1.1%
|
106.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.5%
|
46.0%
|
| Debt / Equity |
0.83×
|
0.06×
|
| Dividend Yield |
1.0%
|
0.6%
|
| RSI (14) |
43.8
|
68.3
|
| Beta |
1.263
|
1.314
|
| Expected Upside |
+0.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for ST versus UI.
ST leads by 8 points.
ST scores 74/100 (Buy) versus UI at 66/100 (Buy).
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.
UI Committee View
60% agreement
5 analysts
Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 101.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
- EPS growing 71.2% YoY — Growth
Bear Case
- P/E of 36.7 is moderate-to-rich — Value
- Price-to-book of 37.3x prices in significant intangible value — Value