Sensirion makes the humidity, temperature and gas sensor chips and modules that go into HVAC systems, medical devices, automotive cabins and consumer electronics, sold largely as embedded components to OEMs. The moat is the combination of its proprietary CMOSens sensor technology and the qualification cycles that keep customers designed-in for years once a sensor is specified. The data does not yet show a growth driver: revenue fell 3.0% in the period, so the case rests on whether the cyclical trough in industrial and automotive demand is ending. The stock trades at 44.5 times trailing earnings and 32.2 times forward, a discount that reflects the revenue decline, while gross margin of 52.9% and operating margin of 13.4% sit well above what a hardware supplier at this scale usually earns. Return on equity of 9.1% is modest for a business with this margin profile, which is the first number to pressure-test before going further.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | CHF 76.00 | first publication | CHF 81.50 |
| 22 Oct 2026, 13:04 CEST | Rating | Overvalued | first publication | CHF 83.50 |
| 22 Oct 2026, 13:04 CEST | Fair value | CHF 32.57 | first publication | CHF 83.50 |
Answered from Sensirion Holding AG fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SENS.SW Sensirion Holding AG | CHF 81.50 | CHF 33 | 150% above | 44.5x | 9.1% | 59 | 46 |
| OXIG.L Oxford Instruments plc | £24.96 | £18 | 37% above | 32.4x | 12.4% | 76 | 57 |
| ITRN Ituran Location and Control Ltd. Ordinary Shares | $50.52 | $48 | 4% above | 15.6x | 30.2% | 89 | 74 |
| COTN.SW Comet Holding AG | CHF 332.20 | - | - | 145.1x | 5.0% | 55 | 55 |
| MLAB Mesa Laboratories Inc. Common Stock | $128.66 | $134 | 4% below | 151.9x | 2.7% | 50 | 52 |
| VPG Vishay Precision Group Inc. Common Stock | $53.25 | $24 | 123% above | 175.6x | 1.2% | 42 | 39 |
| ITRI Itron Inc. Common Stock | $87.65 | $55 | 60% above | 14.1x | 16.9% | 64 | 45 |
Where SENS.SW ranks against its sector peers on each metric.