Bloom Energy
BE · Electrical Components & Equipment
$193.30
11.2%Sensata Technologies
ST · Electrical Components & Equipment
$40.38
0.8%The short version
- Sensata Technologies is the larger business, with $3.7B of revenue in fiscal 2025 against $2.0B for Bloom Energy, about 1.8 times as much.
- Bloom Energy grew revenue faster (37.3%, against −5.8%).
- Sensata Technologies kept more of each dollar of sales as operating profit (6.4% operating margin, against 3.6% operating margin).
- Sensata Technologies turned more of its sales into free cash flow (13.2% FCF margin, against 2.8% FCF margin).
- Bloom Energy earned a higher return on the capital invested in it (5.8%, against 2.2%).
- Investors pay more for each dollar of Bloom Energy’s earnings: a P/E of 117.9x against 67.3x for Sensata Technologies.
| Latest fiscal year | BE · FY25 | ST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $62.7B | $5.9B |
| Revenue | $2.0B | $3.7B |
| Free cash flow | $57.2M | $490M |
| Net income | −$87.1M | $31.3M |
| Growth | ||
| Revenue growth | 37.3% | −5.8% |
| 5-year growth | 20.6% | 4.0% |
| Share count change | 5.7% | −2.4% |
| Profitability | ||
| Gross margin | 29.0% | 29.3% |
| Operating margin | 3.6% | 6.4% |
| Net margin | −4.3% | 0.8% |
| FCF margin | 2.8% | 13.2% |
| Return on capital | 5.8% | 2.2% |
| Return on equity | −13.1% | 1.1% |
| Balance sheet | ||
| Net debt | $173M | $2.3B |
| Net debt / EBITDA | 1.4x | 4.7x |
| Dividends and buybacks | $0.9M | $191M |
| Valuation & quality | ||
| P/E | 117.9x | 67.3x |
| Piotroski F-score | 5 | 6 |
FY16
BE $209M
ST $3.2B
FY17
BE $366M
ST $3.3B
FY18
BE $633M
ST $3.5B
FY19
BE $785M
ST $3.5B
FY20
BE $794M
ST $3.0B
FY21
BE $972M
ST $3.8B
FY22
BE $1.2B
ST $4.0B
FY23
BE $1.3B
ST $4.1B
FY24
BE $1.5B
ST $3.9B
FY25
BE $2.0B
ST $3.7B
BE
ST
FY16
BE −115.6%
ST 15.4%
FY17
BE −42.4%
ST 16.8%
FY18
BE −26.1%
ST 20.2%
FY19
BE −29.7%
ST 16.1%
FY20
BE −10.2%
ST 11.1%
FY21
BE −11.8%
ST 16.6%
FY22
BE −21.8%
ST 16.6%
FY23
BE −15.7%
ST 4.5%
FY24
BE 1.6%
ST 3.8%
FY25
BE 3.6%
ST 6.4%
BE
ST
FY16
BE −$292M
ST $391M
FY17
BE −$153M
ST $413M
FY18
BE −$137M
ST $461M
FY19
BE $113M
ST $458M
FY20
BE −$137M
ST $453M
FY21
BE −$110M
ST $410M
FY22
BE −$309M
ST $311M
FY23
BE −$456M
ST $272M
FY24
BE $33.2M
ST $393M
FY25
BE $57.2M
ST $490M
BE
ST
FY16
BE —
ST 8.3%
FY17
BE —
ST 11.5%
FY18
BE —
ST 14.3%
FY19
BE −68.2%
ST 7.9%
FY20
BE −23.2%
ST 6.8%
FY21
BE −43.4%
ST 10.6%
FY22
BE −71.5%
ST 8.9%
FY23
BE −28.7%
ST 1.5%
FY24
BE 2.1%
ST 2.1%
FY25
BE 5.8%
ST 2.2%
BE
ST
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.