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ST vs TDY
Which Stock Would AI Choose? Sensata Technologies (ST) vs. Teledyne Technologies (TDY) Stock Comparison
Key Takeaways
- ST (Sensata Technologies) is executing a multi-year turnaround, delivering consecutive quarters of organic growth, margin expansion, and rapid debt reduction.
- TDY (Teledyne Technologies) is riding secular defense, space, and semiconductor tailwinds, posting record sales and repeatedly raising its full-year outlook.
- The two companies differ sharply in scale: TDY's market capitalization is roughly five times larger than ST's.
- ST skews toward automotive and industrial sensors, while TDY is a diversified technology portfolio spanning imaging, instrumentation, and aerospace/defense.
- Both stocks have delivered strong recent returns, but their risk profiles differ — ST carries higher leverage and cyclical exposure, while TDY faces integration and trade-policy risks.
- Relative positioning favors TDY on trend consistency and diversification, though ST offers a more pronounced value and turnaround narrative.
Introduction
Investors evaluating industrial technology often weigh a cyclical turnaround story against a diversified, defense-backed compounder. That is precisely the contrast presented by ST, the global sensor and electrical-protection supplier Sensata Technologies, and TDY, the imaging, instrumentation, and aerospace technology firm Teledyne Technologies. Both are mission-critical component makers, yet they operate with very different end-market mixes, balance sheets, and growth drivers. This stock comparison examines their recent performance, market positioning, and relative momentum, helping traders and long-term investors decide which profile better matches the current environment.
ST Overview and Recent Performance
Sensata Technologies designs and manufactures mission-critical sensors, electrical-protection components, and sensor-rich solutions, serving automotive, industrial, and aerospace markets. The company recently reorganized into three operating segments — Automotive, Industrials, and Aerospace, Defense & Commercial Equipment — to sharpen accountability and accelerate growth. In its latest reported quarter, ST delivered revenue of roughly $991 million, up 5% year over year, marking a fourth consecutive quarter of company-wide organic growth.
Recent weeks have underscored an improving fundamental trajectory. Adjusted operating margin expanded to about 19.5%, free cash flow rose more than 60%, and net leverage declined to approximately 2.4 times trailing twelve-month adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization). Shares have rallied strongly over the past year, and a major brokerage upgraded the stock to Buy in the spring. However, sentiment remains tempered by a still-substantial debt load, soft global light-vehicle production, and tariff-related uncertainty.
TDY Overview and Recent Performance
Teledyne Technologies provides enabling technologies across digital imaging, instrumentation, aerospace and defense electronics, and engineered systems. Its FLIR imaging franchise and growing defense, space, and unmanned-systems businesses position it directly in several long-cycle, government-funded demand streams. In its most recent quarter, TDY posted record results, with sales up roughly 10% year over year and non-GAAP earnings growing more than 20%.
Management has raised full-year guidance on multiple occasions, supported by a robust order backlog and strong cash generation. Strategic acquisitions — including DD-Scientific in early 2026 and the previously announced Varex Imaging transaction — continue to expand its sensing and imaging capabilities. The shares have notched a solid year-to-date gain and trade near record levels, though recent sessions have shown some consolidation and profit-taking amid broader market volatility. Analysts broadly maintain a Buy consensus, reflecting confidence in durable defense demand despite integration and supply-chain risks.
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Head-to-Head Comparison
The most fundamental difference between the two is business model and end-market concentration. ST derives a majority of revenue from automotive, tying its near-term fate to vehicle production cycles, content-per-vehicle gains, and powertrain mix shifts. TDY is far more diversified, with defense and space providing multi-year backlog visibility that partly insulates it from short-cycle industrial demand.
On growth drivers, TDY benefits from rising defense budgets and semiconductor inspection demand, while ST leans on market outgrowth, margin recovery, and an emerging data-center opportunity. On risk, ST carries meaningfully higher leverage and cyclical exposure, whereas TDY faces acquisition-integration risk and trade-policy headwinds. From a momentum and market-sentiment standpoint, both have outperformed their sectors recently, but TDY's trend has been steadier and is supported by a larger analyst price-target premium, while ST trades at a relative valuation discount that reflects its turnaround uncertainty.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor TDY in the current environment. Teledyne's combination of consistent organic growth, a rising earnings trajectory, a diversified and backlog-supported revenue base, and multiple upward guidance revisions suggests stronger trend consistency and stability. That said, the verdict is probabilistic rather than definitive: ST presents a compelling catalyst-rich turnaround story with improving cash conversion and deleveraging, which could warrant a more favorable relative ranking if automotive end markets stabilize and margins continue to expand. Investors should weigh these positioning differences against their own objectives.
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 ST is a Hold and TDY is a Buy.
ST sees its Stochastic Oscillator climbs out of oversold territory
On October 27, 2026, the Stochastic Oscillator for ST moved out of oversold territory and this could be a bullish sign for the stock. Traders may want to buy the stock or buy call options. Tickeron's A.I.dvisor looked at 52 instances where the indicator left the oversold zone. In 39 of the 52 cases the stock moved higher in the following days. This puts the odds of a move higher at over 75%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 02, 2026. You may want to consider a long position or call options on ST as a result. In 43 of 79 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 54%.
Following a +4.80% 3-day Advance, the price is estimated to grow further. Considering data from situations where ST advanced for three days, in 183 of 299 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for ST turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 35 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 73%.
ST moved below its 50-day moving average on October 28, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ST declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
ST broke above its upper Bollinger Band on October 06, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. ST’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 71 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.027) is normal, around the industry mean (1.478). P/E Ratio (66.500) is within average values for comparable stocks, (6.015). Projected Growth (PEG Ratio) (0.226) is also within normal values, averaging (5.470). Dividend Yield (0.012) settles around the average of (0.011) among similar stocks. P/S Ratio (1.627) is also within normal values, averaging (32.028).
The Tickeron SMR rating for this company is 87 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 94 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ST’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock worse than average.
Momentum Indicator for TDY turns positive, indicating new upward trend
TDY saw its Momentum Indicator move above the 0 level on October 12, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 88 similar instances where the indicator turned positive. In 51 of the 88 cases, the stock moved higher in the following days. The odds of a move higher are at 58%.
Technical Analysis (Indicators)
Bullish Trend Analysis
TDY moved above its 50-day moving average on October 20, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for TDY crossed bullishly above the 50-day moving average on October 23, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 6 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 40%.
Following a +3.43% 3-day Advance, the price is estimated to grow further. Considering data from situations where TDY advanced for three days, in 192 of 346 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 120 of 276 cases where TDY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 43%.
Bearish Trend Analysis
The 10-day RSI Indicator for TDY moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 41 similar instances where the indicator moved out of overbought territory. In 18 of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at 44%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for TDY moved below the 200-day moving average on October 14, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TDY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 52%.
TDY broke above its upper Bollinger Band on October 26, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 30 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 38 (best 1 - 100 worst), indicating steady price growth. TDY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 40 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 74 (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 99 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.802) is normal, around the industry mean (1.478). P/E Ratio (31.514) is within average values for comparable stocks, (6.015). TDY's Projected Growth (PEG Ratio) (42.990) is very high in comparison to the industry average of (5.470). Dividend Yield (0.000) settles around the average of (0.011) among similar stocks. P/S Ratio (4.446) is also within normal values, averaging (32.028).
ST | TDY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 31 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 99 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 30 | |
SMR RATING 1..100 | 87 | 74 | |
PRICE GROWTH RATING 1..100 | 57 | 38 | |
P/E GROWTH RATING 1..100 | 94 | 40 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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 (71) in the Electronic Equipment Or Instruments industry is in the same range as TDY (99) in the Aerospace And Defense industry. This means that ST’s stock grew similarly to TDY’s over the last 12 months.
TDY's Profit vs Risk Rating (30) in the Aerospace And Defense industry is significantly better than the same rating for ST (100) in the Electronic Equipment Or Instruments industry. This means that TDY’s stock grew significantly faster than ST’s over the last 12 months.
TDY's SMR Rating (74) in the Aerospace And Defense industry is in the same range as ST (87) in the Electronic Equipment Or Instruments industry. This means that TDY’s stock grew similarly to ST’s over the last 12 months.
TDY's Price Growth Rating (38) in the Aerospace And Defense industry is in the same range as ST (57) in the Electronic Equipment Or Instruments industry. This means that TDY’s stock grew similarly to ST’s over the last 12 months.
TDY's P/E Growth Rating (40) in the Aerospace And Defense industry is somewhat better than the same rating for ST (94) in the Electronic Equipment Or Instruments industry. This means that TDY’s stock grew somewhat faster than ST’s over the last 12 months.
| ST | TDY | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 52% |
| Momentum ODDS (%) | 1 day ago 54% | 1 day ago 58% |
| MACD ODDS (%) | 1 day ago 73% | N/A |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 57% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 49% |
| Advances ODDS (%) | 8 days ago 61% | 6 days ago 55% |
| Declines ODDS (%) | 12 days ago 69% | 13 days ago 52% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 35% |
| Aroon ODDS (%) | N/A | 1 day ago 43% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ST’s FA Score shows that 0 FA rating(s) are green while TDY’s FA Score has 1 green FA rating(s).
- ST’s FA Score: 0 green, 5 red.
- TDY’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.
ST’s TA Score shows that 3 TA indicator(s) are bullish while TDY’s TA Score has 5 bullish TA indicator(s).
- ST’s TA Score: 3 bullish, 4 bearish.
- TDY’s TA Score: 5 bullish, 5 bearish.
Price Growth
ST (@Electronic Equipment/Instruments) experienced а +1.33% price change this week, while TDY (@Electronic Equipment/Instruments) price change was +2.24% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was -2.50%. For the same industry, the average monthly price growth was -13.98%, and the average quarterly price growth was -16.40%.
Reported Earning Dates
ST is expected to report earnings on Feb 02, 2027.
TDY is expected to report earnings on Jan 27, 2027.
Industries' Descriptions
@Electronic Equipment/Instruments (-2.50% 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.
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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 58% 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.
TDY and
Correlation & Price change
A.I.dvisor indicates that over the last year, TDY has been loosely correlated with KEYS. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if TDY jumps, then KEYS could also see price increases.
| Ticker / NAME | Correlation To TDY | 1D Price Change % | ||
|---|---|---|---|---|
| TDY | 100% | +0.26% | ||
| KEYS - TDY | 51% Loosely correlated | -2.69% | ||
| ST - TDY | 50% Loosely correlated | +2.38% | ||
| ESE - TDY | 50% Loosely correlated | +1.41% | ||
| MKSI - TDY | 47% Loosely correlated | -2.72% | ||
| VPG - TDY | 42% Loosely correlated | -4.69% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHMM | 73.91 | 0.34 | +0.46% |
| John Hancock Multifactor Mid Cap ETF (JHMM) | |||
| TRBF | 47.81 | 0.05 | +0.11% |
| Angel Oak Total Return ETF (TRBF) | |||
| AQEC | 25.92 | 0.01 | +0.04% |
| AQE Core ETF (AQEC) | |||
| BBBL | 44.60 | -0.25 | -0.55% |
| BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) | |||
| CTAP | 28.06 | -2.18 | -7.21% |
| Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) | |||