Multiple Headwinds Set Up Sensata Technologies For Strong 2025 Returns
Portfolio Pulse from
Sensata Technologies is expected to outperform in 2025 due to its undervaluation and potential industrial recovery. Despite short-term challenges, its growth in vehicle electrification and industrial sectors remains strong, with a potential 50-60% upside.
December 22, 2024 | 10:00 am
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Sensata Technologies is undervalued and poised for strong returns in 2025, driven by industrial recovery and growth in vehicle electrification.
Sensata Technologies is trading at a compressed valuation of 11x TTM FCF, indicating it is undervalued compared to peers like Amphenol. The potential industrial recovery in 2H 2025 and its strong position in vehicle electrification suggest a significant upside of 50-60%.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100