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KEYS vs ST
Which Stock Would AI Choose? Keysight Technologies (KEYS) vs. Sensata Technologies (ST) Stock Comparison
Key Takeaways
- Keysight Technologies has demonstrated robust revenue growth and accelerating order momentum, driven by secular tailwinds in AI (artificial intelligence) infrastructure, next-generation communications, and defense modernization.
- Sensata Technologies is navigating a multi-year transformation, with stabilizing organic revenue and improving free cash flow, but remains constrained by a muted automotive production environment and lingering restructuring charges.
- KEYS benefits from a higher-growth, technology-intensive profile with significant exposure to AI-driven demand, while ST offers a more defensive, cash-flow-oriented model anchored in industrial and automotive sensing applications.
- KEYS carries a substantially larger market capitalization and a premium valuation multiple, reflecting its stronger growth trajectory; ST trades at a more modest valuation, consistent with its slower recovery path.
- Both companies are actively managing tariff exposure, but KEYS has communicated faster-than-expected mitigation, whereas ST continues to navigate margin-dilutive tariff pass-through revenue.
- The two stocks serve markedly different investor profiles: KEYS appeals to growth-oriented investors seeking exposure to secular technology megatrends, while ST may attract value-conscious investors focused on an ongoing operational turnaround.
Introduction
In a market environment increasingly shaped by artificial intelligence infrastructure spending and industrial recovery dynamics, comparing KEYS (Keysight Technologies) and ST (Sensata Technologies) offers a revealing look at two distinct corners of the technology hardware and sensing landscape. Keysight is a premier provider of electronic measurement and test solutions, riding powerful secular trends in AI, 5G/6G, and defense. Sensata is a global supplier of mission-critical sensors and electrical protection components, deeply tied to automotive and industrial end markets. This comparison is relevant for traders and investors evaluating growth-versus-value trade-offs, evaluating how sector exposure, revenue momentum, and fundamental quality diverge across two well-established industrial technology names.
KEYS Overview and Recent Performance
KEYS (Keysight Technologies), spun off from Hewlett-Packard in 2014, is a global leader in electronic design and test solutions serving communications, aerospace and defense, semiconductor, and industrial markets. The company operates through two primary segments: the Communications Solutions Group (CSG) and the Electronic Industrial Solutions Group (EISG). In recent months, Keysight has been one of the standout performers in the industrial technology sector, propelled by surging demand for test and validation equipment tied to AI data center infrastructure buildouts, accelerated compute, and optical networking upgrades. In its most recent fiscal year ended October 2025, the company posted revenue of $5.37 billion, an 8% increase year-over-year, with non-GAAP (non-Generally Accepted Accounting Principles) earnings per share rising 14% to $7.16. Order growth has been particularly strong, with management reporting a 14% increase in the final quarter of the fiscal year. The company also completed strategic acquisitions — including Spirent, Synopsys Optical Solutions Group, and ANSYS PowerArtist — expanding its software-centric and precision-navigation capabilities. A new $1.5 billion share repurchase authorization further underscored management's confidence. The stock has appreciated substantially, reflecting both fundamental execution and elevated market enthusiasm for AI-adjacent industrial names.
ST Overview and Recent Performance
ST (Sensata Technologies), originally a temperature sensor unit within Texas Instruments, is now an independent global supplier of sensors, electrical protection, and sensing solutions primarily for the automotive, industrial, and aerospace markets. The company is best known for its dominant position in tire pressure monitoring systems (TPMS). Sensata has undergone a significant transformation over the past year, reorganizing into three new reporting segments: Automotive; Industrials; and Aerospace, Defense and Commercial Equipment. For the full year 2025, the company reported revenue of $3.70 billion, a headline decline of 5.8%, though organic revenue was essentially flat compared to the prior year, as divestitures and product lifecycle management actions weighed on reported figures. Adjusted EPS (earnings per share) came in at $3.42. Positively, Sensata returned to year-over-year revenue growth in the fourth quarter, and free cash flow conversion reached 97% for the full year — a marked improvement. However, the company absorbed significant charges, including a $225.7 million non-cash goodwill impairment related to its Dynapower business and additional restructuring costs tied to changing clean energy policy and an electric vehicle program cancellation. The transformation is showing early signs of traction, but the pace of recovery remains measured.
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Head-to-Head Comparison
At a fundamental level, KEYS and ST occupy different tiers of the industrial technology universe. Keysight generates roughly $5.4 billion in annual revenue with operating margins around 26% (non-GAAP), while Sensata produces approximately $3.7 billion with adjusted operating margins near 19%. The contrast in growth trajectories is stark: KEYS is expanding at a high single-digit to low double-digit organic pace, fueled by structural investment in AI and communications infrastructure, whereas ST is working toward low single-digit organic growth after a period of portfolio rationalization.
From a sector-exposure standpoint, KEYS has diversified across commercial communications, aerospace and defense, and semiconductor markets — each benefiting from distinct secular tailwinds. ST remains heavily weighted toward automotive (approximately 57% of revenue), a sector characterized by cyclical production patterns and ongoing uncertainty around electric vehicle adoption rates. Sensata's industrial and aerospace segments are growing more briskly, but they represent a smaller revenue base.
On risk factors, KEYS carries integration risk from recent acquisitions and an elevated valuation multiple, which could amplify downside if AI-related spending momentum decelerates. ST faces restructuring execution risk, high net long-term debt (approximately $2.8 billion at year-end 2025), and tariff-related margin dilution. Both companies have addressed tariffs actively, but Keysight's recent commentary suggests a faster path to full mitigation. In terms of market sentiment, KEYS has benefited from strong upward analyst revisions and expanding valuation multiples, while ST trades at a more grounded level as the market waits for more convincing evidence of a durable turnaround.
Tickeron AI Verdict
Based on observable factors — including trend consistency, revenue momentum, earnings revision direction, and exposure to secular growth catalysts — Tickeron's AI analytical framework would likely favor KEYS (Keysight Technologies) over ST (Sensata Technologies) in the current market environment. Keysight's combination of accelerating order growth, broad-based demand across AI, defense, and communications end markets, and a management team that has consistently delivered above-guidance results presents a more probabilistically favorable setup for trend-following and momentum-oriented strategies. Sensata's transformation story is credible and showing early green shoots, but the lower revenue growth trajectory, restructuring overhang, and higher financial leverage introduce greater uncertainty. This assessment reflects a probabilistic, data-driven comparison of relative positioning rather than any definitive prediction of future outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KEYS is a Buy and ST is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
KEYS’s FA Score shows that 2 FA rating(s) are green whileST’s FA Score has 1 green FA rating(s).
- KEYS’s FA Score: 2 green, 3 red.
- ST’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
KEYS’s TA Score shows that 3 TA indicator(s) are bullish while ST’s TA Score has 4 bullish TA indicator(s).
- KEYS’s TA Score: 3 bullish, 6 bearish.
- ST’s TA Score: 4 bullish, 5 bearish.
Price Growth
KEYS (@Electronic Equipment/Instruments) experienced а -3.83% price change this week, while ST (@Electronic Equipment/Instruments) price change was +5.20% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was -3.83%. For the same industry, the average monthly price growth was -8.10%, and the average quarterly price growth was +2.64%.
Reported Earning Dates
KEYS is expected to report earnings on Aug 19, 2026.
ST is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (-3.83% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| KEYS | ST | KEYS / ST | |
| Capitalization | 53.4B | 6.98B | 765% |
| EBITDA | 1.64B | 538M | 305% |
| Gain YTD | 53.890 | 45.027 | 120% |
| P/E Ratio | 50.35 | 77.40 | 65% |
| Revenue | 6.09B | 3.73B | 163% |
| Total Cash | 2.41B | 635M | 380% |
| Total Debt | 2.76B | 2.85B | 97% |
KEYS | ST | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 60 Fair valued | |
PROFIT vs RISK RATING 1..100 | 27 | 100 | |
SMR RATING 1..100 | 49 | 90 | |
PRICE GROWTH RATING 1..100 | 46 | 42 | |
P/E GROWTH RATING 1..100 | 26 | 12 | |
SEASONALITY SCORE 1..100 | 50 | 33 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ST's Valuation (60) in the Electronic Equipment Or Instruments industry is in the same range as KEYS (63). This means that ST’s stock grew similarly to KEYS’s over the last 12 months.
KEYS's Profit vs Risk Rating (27) in the Electronic Equipment Or Instruments industry is significantly better than the same rating for ST (100). This means that KEYS’s stock grew significantly faster than ST’s over the last 12 months.
KEYS's SMR Rating (49) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for ST (90). This means that KEYS’s stock grew somewhat faster than ST’s over the last 12 months.
ST's Price Growth Rating (42) in the Electronic Equipment Or Instruments industry is in the same range as KEYS (46). This means that ST’s stock grew similarly to KEYS’s over the last 12 months.
ST's P/E Growth Rating (12) in the Electronic Equipment Or Instruments industry is in the same range as KEYS (26). This means that ST’s stock grew similarly to KEYS’s over the last 12 months.
| KEYS | ST | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 72% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 69% | 1 day ago 62% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 66% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 62% |
| TrendMonth ODDS (%) | 1 day ago 49% | 1 day ago 59% |
| Advances ODDS (%) | 22 days ago 63% | 3 days ago 60% |
| Declines ODDS (%) | 2 days ago 59% | 8 days ago 69% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 69% |
| Aroon ODDS (%) | 1 day ago 50% | 1 day ago 69% |
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KEYS and
Correlation & Price change
A.I.dvisor indicates that over the last year, KEYS has been loosely correlated with ST. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if KEYS jumps, then ST could also see price increases.
| Ticker / NAME | Correlation To KEYS | 1D Price Change % | ||
|---|---|---|---|---|
| KEYS | 100% | +5.38% | ||
| ST - KEYS | 60% Loosely correlated | +4.33% | ||
| COHR - KEYS | 56% Loosely correlated | +12.16% | ||
| ESE - KEYS | 50% Loosely correlated | +3.81% | ||
| TDY - KEYS | 49% Loosely correlated | +2.82% | ||
| VPG - KEYS | 43% Loosely correlated | +8.20% | ||
More | ||||
ST and
Correlation & Price change
A.I.dvisor indicates that over the last year, ST has been loosely correlated with KEYS. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if ST jumps, then KEYS could also see price increases.