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The Moat Index

SENSATA TECHNOLOGIES HOLDING PLC

ST · Healthcare · FY2025 filings · No moat ·

Doesn't clear the bar

27/ 100
No moat

The four filters

Pricing power53

Median gross margin 33.1% over 10y, very stable.

Returns on capital24

Median ROIC 8.2%, above the 9% hurdle in 30% of years.

Balance-sheet safety0

Net debt/EBITDA 4.6x, interest coverage 2x.

Capital discipline19

Owner earnings -10.9%/yr, share count flat.

Margin of safety

Above valueOn sale
No price data
Owner earnings (normalized)
$282.7M
Est. intrinsic value / share
—
Recent price
$45.05
Discount to value
No price data

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

18 years of fundamentals

The business, in plain English

SENSATA TECHNOLOGIES HOLDING PLC booked $3.7B of revenue in FY2025 in the Healthcare sector and kept 29.3% of it as gross profit — a moderate-margin business by that measure. After every other cost, 0.8% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $1.1B (FY2009) to $3.7B (FY2025) — about 7.7% a year compounded over 16 years.

It earned 3.1% on invested capital in FY2025, with a median of 8.3% across 17 filed years. The Returns on Capital filter above scores it 24/100.

The balance sheet carried $2.8B of total debt in FY2025 against $156.5M of owner earnings — roughly 18.1 years of owner earnings to retire it all. Balance-Sheet Safety scores it 0/100.

The share count has held roughly flat between FY2011 and FY2017. Capital Discipline scores it 19/100.

Put together: Pricing Power is the strongest of the four filters (53/100) and Balance-Sheet Safety the weakest (0/100), which is how ST lands at 27/100 — a None moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2008–FY2025 · 18 fiscal years, normalized from ST’s SEC filings

RevenueSales, as filed$3.7B FY2025
$0$2B$4B2008201420202025
Gross marginRevenue kept after cost of goods29.3% FY2025
0%20%40%2008201420202025
Return on invested capitalOperating profit on the capital employed3.1% FY2025
0%10%2008201420202025
Owner earningsCash an owner could take out$156.5M FY2025
$0$250M$500M2008201420202025

Gaps in a line mean that item isn’t in ST’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

3 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale27.1 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — ST has read No moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Healthcare context

#364 of 440 scored Healthcare companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #362GEOS GEOSPACE TECHNOLOGIES CORP27.3No moat
  2. #363INBS Intelligent Bio Solutions Inc.27.2No moat
  3. #365BSPK BESPOKE EXTRACTS, INC.27.0No moat
  4. #366UCLE US NUCLEAR CORP.26.6No moat

Compare ST with its nearest peers →All Healthcare companies on the Index →

Common questions about ST

Does SENSATA TECHNOLOGIES HOLDING PLC have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores SENSATA TECHNOLOGIES HOLDING PLC (ST) 27.1 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 53, returns on capital 24, balance-sheet safety 0, capital discipline 19.
How has ST's Moat Score changed over time?
The record logs 3 readings since Jul 17, 2026; the latest reads 27.1 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.
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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ST. See the disclaimer.

SENSATA TECHNOLOGIES HOLDING PLC (ST) Moat Score — The Moat Index · Buy Like Buffett