Popular:
Sensata Technologies Holding plc (ST)
Intrinsic Value (DCF)
Current$35.22
→
Intrinsic$29.67
-16%
$14.72$29.67$58.09
Market implies 11% growth for 5 years
ST trades at a premium to our conservative estimate — investors expect above-average performance.
At $35, the market prices in 11% annual cash flow growth — a moderate expectation aligned with historical trends (8%).
Range: Bear $15 → Bull $58. Current price implies expectations above the base case, closer to bull expectations.
| Discount ↓Growth → | 4% | 6% | 8% | 10% |
|---|---|---|---|---|
| 8% | $38 | $44 | $49 | $55 |
| 10% | $22 | $26 | $30 | $34 |
| 12% | $13 | $16 | $19 | $22 |
| 14% | $8 | $10 | $12 | $14 |
Bull Case
- Bull case ($58) offers 65% upside at 10% growth, 9% discount
- Conservative 8% growth assumption is achievable based on track record
Bear Case
- Bear case ($15) implies 58% downside at 6% growth, 12% discount
- Price reflects 11% growth expectations vs 8% historical — high bar to clear
- Trading 16% above base case — execution must exceed assumptions to justify
Loading charts...
5-Year Free Cash Flow Projection
Year 1$424.43M
Year 2$458.39M
Year 3$495.06M
Year 4$534.66M
Year 5$577.43M
Terminal$8.50B
📐 Model Inputs
Growth Rate8.0%5Y CAGR (cascade: 5Y→3Y→TTM)
Discount Rate10.0%WACC estimate
Terminal Growth3.0%Perpetuity rate
Base Free Cash Flow$392.99MTTM actual
Bear g×0.8, r+2%
Base Historical CAGR
Bull g×1.2, r−1.5%
DCF estimates based on historical growth rates extrapolated forward. See FAQ below for full methodology.