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← CockpitCompetitor Analysis › SENS.SW Sensirion Holding AGOpen in the cockpit ↗

Sensirion Holding AGSENS.SWCompetitor analysis, valuation and peers

Switzerland · CHF·Information Technology›Semiconductors

Swiss maker of miniature environmental sensors measuring humidity, temperature, gas, flow and air quality.

≈ A small, sensor-focused AmphenolMomentum weak 20
Mkt cap
$1.46B
US dollars, full cap
Free float
80%
of shares outstanding
$/day
$1.80M
20-day average traded
Fwd P/E
35.3×
forward earnings
ROIC−WACC
+7.5 pp
WACC 5.9%
Hurdle
+4 pp
Req g minus delivered
Next earnings
130 days
16 Mar 2027
Close · CHFCHF 76.50
1D+1.2%
1W-9.2%
1M-13.2%
3M-3.8%
6M+3.4%
YTD+24.2%
1Y+36.9%
ATR %4.7%
52w lowhigh18.9% off high

What Sensirion does

Swiss maker of miniature environmental sensors measuring humidity, temperature, gas, flow and air quality.

Sells miniature sensors by the million to device makers, who design one into a product and usually keep it for that product's life. A 1998 spin-off from ETH Zurich, it began with humidity and temperature sensing and added gas, flow and air-quality sensors to reach cars, medical devices and building systems.

In one line: A small, sensor-focused Amphenol.

Products and services

  • Humidity & temperature sensors
  • Gas/air-quality sensors
  • Flow sensors
  • Particulate matter sensors

Customers

  • Consumer electronics OEMs
  • Automakers
  • HVAC/appliance makers
  • Medical device makers

Where it sits in the supply chain

  • Semiconductors
  • MEMS/sensor ICs
  • Environmental sensing

What could go right

  • Indoor air-quality regulation/demand
  • EV/HVAC sensor content growth

What could go wrong

  • Consumer electronics demand cycles
  • Customer concentration in top accounts

Moat: narrow (IP / patents, process know-how). CMOSens platform integrates sensing and signal processing on one chip in a competitive niche market.

Headquarters: Staefa, Switzerland · Founded: 1998 · Employees: 1,280

Named competitors

Sensirion at a glance

Size Sensirion (SENS.SW) is a Switzerland Information Technology company (Semiconductors) with a market value of $1.46B, the 109th largest of 158 Switzerland companies the cockpit tracks. Shares closed at CHF 76.50 on 6 Nov 2026.

Performance Over six months the shares gained 3.4%, against -18.7% for the median peer and +11.6% for the Switzerland market (cap-weighted) — 4th highest of 20 in its peer set.

Growth Revenue grew 1.1% over the last twelve months (peer median +13.0%); the operating margin is 12.0% (peer median 7.8%).

Valuation It trades at 35.3× forward earnings against a peer median of 21.8× (4th most expensive of 13).

Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 7.5 points above its cost of capital (5.9% WACC).

Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026SENS.SW 97Peer median 78
Six months, rebased to 100: Sensirion against the median of its 20 peers (local-currency closes).

Sensirion financials

Reported figures in CHF; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCHF 337MCHF 342MCHF 277MCHF 233MCHF 322M
Revenue growth—+24%+19%-28%—
Gross profitCHF 178MCHF 179MCHF 135MCHF 122MCHF 191M
EBITDACHF 62.0MCHF 63.5MCHF 362,000CHF 10.1MCHF 89.6M
Net incomeCHF 28.6MCHF 20.1M-CHF 28.9M-CHF 6.58MCHF 63.6M
Free cash flowCHF 27.6MCHF 32.2MCHF 11.2M-CHF 37.8MCHF 21.8M
Capital expenditureCHF 43.9MCHF 33.3MCHF 33.7MCHF 35.6MCHF 31.2M
Total debtn/aCHF 0CHF 0CHF 0CHF 0

Quarterly statements and history in the cockpit →

Sensirion competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+200%+400%-50%0%+50%+100%HIMX246781508154SILEX2466030530301658688726SENS.SW6-month return →1-month return →
Up and to the right = strong over both horizons. Sensirion is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×100×200×HIMX24678150815449796885356278688233688726688552SENS.SWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sensirion is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%HIMX2467SILEX49796278301658688233688726429A688552SENS.SWGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Sensirion is the large dot.

Sensirion competitors and peer comparison

Head to head with its named competitors (SENS.SW vs TXN vs HON vs STM)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Sensirion SENS.SW$1.46B+3%+1%12%35.3×10.4%
Texas Instruments TXN$253B-4%+20%41%24.6×23.3%
Honeywell Technologies HON$69.8B-1%-17%18%23.2×4.1%
STM STM$41.0B-29%+16%7%17.3×38.6%
Renesas Electronics 6723.T$27.9B-23%+26%24%9.9×12.2%

How Sensirion compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Sensirion against its 20 peers (data as of 6 Nov 2026)
MeasureSENS.SWPeer medianRank in peer set
1-month return-13.2%-18.6%7th highest of 20
6-month return+3.4%-18.7%4th highest of 20
Distance from 52-week high-18.9%-51.8%highest of 21
Revenue growth (TTM)+1.1%+13.0%6th lowest of 21
Operating margin12.0%7.8%8th highest of 21
Forward P/E35.3×21.8×4th most expensive of 13
Growth the price implies (Req g, 7 yrs)10.4%32.5%4th least demanding of 11
Growth delivered (Del g)+6.2%+10.9%4th lowest of 11
Hurdle (Req g minus delivered)+4.2 pp+5.1 pp4th least demanding of 11
ROIC minus cost of capital+7.5 pp-2.6 pp3rd highest of 21
EV / EBITDA17.8×18.9×5th cheapest of 11
Net debt / EBITDA-1.4×-1.0×5th least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Sensirion SENS.SWSwitzerland$1.46B+3%+1%12%35.3×10.4%+6.2%
Himax Technologies HIMXUnited States$1.45B-51%-8%5%19.1×30.3%-1.3%
C Sun Mfg 2467.TWTaiwan$1.48B-47%+72%22%13.2×12.7%+8.4%
ChipMOS Technologies 8150.TWTaiwan$1.49B-17%+19%8%12.2×n/an/a
Kaga Electronics 8154.TJapan$1.42B+6%+24%4%7.8×n/an/a
Beijing ESWIN Computing Technology 1256.HKHong Kong$1.50Bn/a+20%-57%n/an/an/a
Silex Microsystems SILEX.STSweden$1.55B-32%+13%26%n/a38.0%+13.0%
Luxnet 4979.TWOTaiwan$1.36B-56%+14%19%29.3×34.7%+30.3%
Elite Advanced Laser 3450.TWTaiwan$1.36B-15%-2%16%n/an/an/a
Cosmo Electronics 2466.TWTaiwan$1.57B+449%-19%-20%n/an/an/a
Shenzhen Qingyi Photomask 688138.SSChina$1.35B-7%+6%16%30.3×n/an/a
Jiangsu HHCK Advanced Materials 688535.SSChina$1.58B-19%+154%7%134.5×n/an/a
Wonik 030530.KSSouth Korea$1.59B-14%-14%1%n/an/an/a
Taiwan Surface Mounting Technology 6278.TWTaiwan$1.60B-2%+5%7%16.1×6.5%+3.8%
NSING Technologies 300077.SZChina$1.61B-32%+47%1%n/an/an/a
Shenzhen SOFARSOLAR 301658.SZChina$1.32B-41%+18%-1%n/a43.2%+37.3%
Thinkon Semiconductor Jinzhou 688233.SSChina$1.62B-11%+12%18%59.7×44.7%+18.0%
LAPLACE Renewable Energy Technology 688726.SSChina$1.30B-36%-22%8%24.5×1.4%+62.8%
Tekscend Photomask 429A.TJapan$1.64B-36%+10%22%9.9×6.4%+8.7%
Aerospace Nanhu Electronic Information Technology 688552.SSChina$1.64B-19%+19%-6%231.3×35.8%+1.0%
Shenzhen Injoinic Technology 688209.SSChina$1.64B+5%+13%11%n/an/an/a

Questions

Who are Sensirion's main competitors?
Named competitors: Bosch Sensortec (private or unlisted), Texas Instruments (TXN), Honeywell (HON), STMicroelectronics (STM), Renesas Electronics (6723.T). The cockpit's measured peer set (industry) also includes Himax Technologies (HIMX), C Sun Mfg (2467.TW), ChipMOS Technologies (8150.TW), Kaga Electronics (8154.T), Beijing ESWIN Computing Technology (1256.HK), Silex Microsystems (SILEX.ST).
Is Sensirion expensive compared with its peers?
On forward p/e it trades at 35.3× against a peer median of 21.8×, 4th most expensive of 13 in its peer set. For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Sensirion stock performed?
Over six months to 6 Nov 2026 the shares returned +3.4% against -18.7% for the median peer; over one year +36.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.