An industrial tech stock at a compelling valuation

Catriona Burns

Wilson Asset Management

At last week’s Future Generation Investment Forum, I presented my case for Sensata Technologies. Sensata is a leading industrial technology company with attractive secular growth opportunities.

Sensata produces sensors that go into cars, heavy on/off road vehicles and various other industrial applications, including aerospace. Sensor content is set to grow over time as vehicles get more efficient, more electric and more autonomous. Sensata is seeing accelerating organic revenue growth and has a demonstrated track record of double digit EPS growth. This is a business where new product innovation drives new contract wins. The company is highly innovative.

Sensata has:

  • Quality management team
  • Leading industry positions
  • Strong earnings growth potential
  • Compelling valuation

 

In the video below, I outline two catalysts we see for the company to re-rate, illustrating why Sensata is currently on our radar for WAM Global.

 

 

 


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Lead Portfolio Manager
Wilson Asset Management

Catriona has more than 17 years’ global and Australian investment experience. Catriona is the Lead Portfolio Manager responsible for WAM Global.

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