Sensata Technologies vs Vicor
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KIRA’s take AI analyst
I put Sensata Technologies and Vicor side by side, using each one’s latest annual report. Here is what stands out:
- Sensata Technologies is the larger business, with $3.7B of revenue in fiscal 2025 against $453M for Vicor, about 8.2 times as much.
- Vicor grew revenue faster (26.1%, against −5.8%).
- Vicor kept more of each dollar of sales as operating profit (18.1% operating margin, against 6.4%).
- Vicor turned more of its sales into free cash flow (26.3% FCF margin, against 13.2%).
- Investors pay more for each dollar of Sensata Technologies’s earnings: a P/E of 67.8x against 58.7x for Vicor.
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Sensata Technologies
ST
1/8
Share count change
Vicor
VICR
7/8
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | ST FY25 | VICR FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.0B | $8.3B |
| Revenue | $3.7B | $453M |
| Free cash flow | $490M | $119M |
| Net income | $31.3M | $119M |
| Growth | ||
| Revenue growth | −5.8% | 26.1% |
| 5-year growth | 4.0% | 8.8% |
| Share count change | −2.4% | 0.6% |
| Profitability | ||
| Gross margin | 29.3% | 57.3% |
| Operating margin | 6.4% | 18.1% |
| Net margin | 0.8% | 26.2% |
| FCF margin | 13.2% | 26.3% |
| Return on capital | 2.2% | — |
| Return on equity | 1.1% | 18.5% |
| Balance sheet | ||
| Net debt | $2.3B | — |
| Net debt / EBITDA | 4.7x | — |
| Dividends and buybacks | $191M | $35.2M |
| Valuation & quality | ||
| P/E | 67.8x | 58.7x |
| Piotroski F-score | 6 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.