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Side-by-side financial comparison of Sensata Technologies Holding plc (ST) and WHITE MOUNTAINS INSURANCE GROUP LTD (WTM). Click either name above to swap in a different company.

WHITE MOUNTAINS INSURANCE GROUP LTD is the larger business by last-quarter revenue ($1.6B vs $934.8M, roughly 1.7× Sensata Technologies Holding plc). WHITE MOUNTAINS INSURANCE GROUP LTD runs the higher net margin — 52.1% vs 9.3%, a 42.8% gap on every dollar of revenue. On growth, WHITE MOUNTAINS INSURANCE GROUP LTD posted the faster year-over-year revenue change (348.0% vs 2.6%). Over the past eight quarters, WHITE MOUNTAINS INSURANCE GROUP LTD's revenue compounded faster (57.4% CAGR vs -5.0%).

Sensata Technologies Holding plc is a global industrial technology company that designs, manufactures and sells a broad portfolio of sensing, electrical protection and control solutions. Its products serve automotive, industrial, aerospace, HVAC, telecommunications and heavy vehicle end markets, catering to manufacturing and enterprise clients across the world.

White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.

ST vs WTM — Head-to-Head

Bigger by revenue
WTM
WTM
1.7× larger
WTM
$1.6B
$934.8M
ST
Growing faster (revenue YoY)
WTM
WTM
+345.4% gap
WTM
348.0%
2.6%
ST
Higher net margin
WTM
WTM
42.8% more per $
WTM
52.1%
9.3%
ST
Faster 2-yr revenue CAGR
WTM
WTM
Annualised
WTM
57.4%
-5.0%
ST

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
ST
ST
WTM
WTM
Revenue
$934.8M
$1.6B
Net Profit
$87.1M
$835.8M
Gross Margin
30.6%
97.1%
Operating Margin
15.1%
56.2%
Net Margin
9.3%
52.1%
Revenue YoY
2.6%
348.0%
Net Profit YoY
24.6%
741.0%
EPS (diluted)
$0.59
$325.02

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ST
ST
WTM
WTM
Q1 26
$934.8M
Q4 25
$917.9M
$1.6B
Q3 25
$932.0M
$864.2M
Q2 25
$943.4M
$689.2M
Q1 25
$911.3M
$577.8M
Q4 24
$907.7M
$358.0M
Q3 24
$982.8M
$839.1M
Q2 24
$1.0B
$395.4M
Net Profit
ST
ST
WTM
WTM
Q1 26
$87.1M
Q4 25
$63.2M
$835.8M
Q3 25
$-162.5M
$113.8M
Q2 25
$60.7M
$122.9M
Q1 25
$69.9M
$33.9M
Q4 24
$5.8M
$-130.4M
Q3 24
$-25.0M
$179.0M
Q2 24
$71.7M
$-54.6M
Gross Margin
ST
ST
WTM
WTM
Q1 26
30.6%
Q4 25
29.0%
97.1%
Q3 25
27.8%
93.6%
Q2 25
30.3%
93.8%
Q1 25
29.9%
98.7%
Q4 24
27.1%
97.9%
Q3 24
28.6%
99.1%
Q2 24
30.0%
98.2%
Operating Margin
ST
ST
WTM
WTM
Q1 26
15.1%
Q4 25
10.9%
56.2%
Q3 25
-13.2%
20.7%
Q2 25
14.6%
25.6%
Q1 25
13.4%
12.5%
Q4 24
8.1%
-33.7%
Q3 24
-20.3%
28.5%
Q2 24
12.5%
-8.8%
Net Margin
ST
ST
WTM
WTM
Q1 26
9.3%
Q4 25
6.9%
52.1%
Q3 25
-17.4%
13.2%
Q2 25
6.4%
17.8%
Q1 25
7.7%
5.9%
Q4 24
0.6%
-36.4%
Q3 24
-2.5%
21.3%
Q2 24
6.9%
-13.8%
EPS (diluted)
ST
ST
WTM
WTM
Q1 26
$0.59
Q4 25
$0.45
$325.02
Q3 25
$-1.12
$44.18
Q2 25
$0.41
$47.75
Q1 25
$0.47
$13.19
Q4 24
$0.05
$-50.98
Q3 24
$-0.17
$69.68
Q2 24
$0.47
$-21.24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ST
ST
WTM
WTM
Cash + ST InvestmentsLiquidity on hand
$635.1M
Total DebtLower is stronger
$837.0M
Stockholders' EquityBook value
$2.9B
$5.4B
Total Assets
$6.8B
$12.3B
Debt / EquityLower = less leverage
0.15×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ST
ST
WTM
WTM
Q1 26
$635.1M
Q4 25
$573.0M
Q3 25
$791.3M
Q2 25
$661.8M
Q1 25
$588.1M
Q4 24
$593.7M
Q3 24
$506.2M
Q2 24
$1.0B
Total Debt
ST
ST
WTM
WTM
Q1 26
Q4 25
$2.8B
$837.0M
Q3 25
$870.4M
Q2 25
$694.6M
Q1 25
$676.1M
Q4 24
$3.2B
$562.5M
Q3 24
$544.9M
Q2 24
$530.2M
Stockholders' Equity
ST
ST
WTM
WTM
Q1 26
$2.9B
Q4 25
$2.8B
$5.4B
Q3 25
$2.7B
$4.8B
Q2 25
$2.9B
$4.6B
Q1 25
$2.8B
$4.5B
Q4 24
$2.9B
$4.5B
Q3 24
$3.0B
$4.6B
Q2 24
$3.0B
$4.4B
Total Assets
ST
ST
WTM
WTM
Q1 26
$6.8B
Q4 25
$6.8B
$12.3B
Q3 25
$7.1B
$12.3B
Q2 25
$7.3B
$11.8B
Q1 25
$7.2B
$11.0B
Q4 24
$7.1B
$9.9B
Q3 24
$7.3B
$10.3B
Q2 24
$8.2B
$10.2B
Debt / Equity
ST
ST
WTM
WTM
Q1 26
Q4 25
1.02×
0.15×
Q3 25
0.18×
Q2 25
0.15×
Q1 25
0.15×
Q4 24
1.11×
0.13×
Q3 24
0.12×
Q2 24
0.12×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ST
ST
WTM
WTM
Operating Cash FlowLast quarter
$122.5M
$53.9M
Free Cash FlowOCF − Capex
$104.6M
FCF MarginFCF / Revenue
11.2%
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
1.41×
0.06×
TTM Free Cash FlowTrailing 4 quarters
$508.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ST
ST
WTM
WTM
Q1 26
$122.5M
Q4 25
$201.5M
$53.9M
Q3 25
$159.9M
$359.3M
Q2 25
$140.9M
$177.5M
Q1 25
$119.2M
$-40.2M
Q4 24
$170.7M
$64.1M
Q3 24
$130.9M
$269.4M
Q2 24
$143.5M
$216.8M
Free Cash Flow
ST
ST
WTM
WTM
Q1 26
$104.6M
Q4 25
$151.9M
Q3 25
$136.2M
Q2 25
$115.5M
Q1 25
$86.6M
Q4 24
$138.9M
Q3 24
$91.3M
Q2 24
$98.4M
FCF Margin
ST
ST
WTM
WTM
Q1 26
11.2%
Q4 25
16.6%
Q3 25
14.6%
Q2 25
12.2%
Q1 25
9.5%
Q4 24
15.3%
Q3 24
9.3%
Q2 24
9.5%
Capex Intensity
ST
ST
WTM
WTM
Q1 26
Q4 25
5.4%
Q3 25
2.5%
Q2 25
2.7%
Q1 25
3.6%
Q4 24
3.5%
Q3 24
4.0%
Q2 24
4.4%
Cash Conversion
ST
ST
WTM
WTM
Q1 26
1.41×
Q4 25
3.19×
0.06×
Q3 25
3.16×
Q2 25
2.32×
1.44×
Q1 25
1.70×
-1.19×
Q4 24
29.50×
Q3 24
1.51×
Q2 24
2.00×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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