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what it is
Senstar sells perimeter, video, and access-control security systems that help protect prisons, borders, airports, and industrial sites.
how it gets paid
Last year Senstar Technologies made $36M in revenue. perimeter intrusion detection was the main engine at $14.0M, or 39% of sales.
what just happened
Senstar finished 2024 at $0.11 EPS, a sharp reversal from the $0.06 loss in 2023.
At a glance
B balance sheet — gets the job done, barely
35/100 earnings predictability — expect surprises
22.0x trailing p/e — priced about right
7.0% return on capital — nothing to write home about
$0.11 fy2024 eps est
xvary composite: 40/100 — below average
What they do
Senstar sells perimeter, video, and access-control security systems that help protect prisons, borders, airports, and industrial sites.
Senstar wins where failure is expensive. Its systems are deployed in more than 100 countries, and that matters because a perimeter alarm at a prison or power plant is not a product you casually swap out. Operating margin was 12.9% in 2024, which tells you the installed base still has pricing power.
How they make money
$36M
annual revenue
perimeter intrusion detection
$14.0M
+6.0%
video management and analytics
$9.7M
+11.0%
access control systems
$5.8M
+4.0%
integrated solutions and services
$4.3M
3.0%
maintenance and support
$2.2M
+2.0%
The products that matter
physical security hardware
Perimeter Intrusion Sensors
core of the $26.9M product-sales business
this sits inside the $26.9M product-sales bucket, which makes up roughly three-quarters of company revenue. it is the front door to most of the story.
~75% of revenue
security software
Video Management & Analytics
part of the $9.0M support-services stream
software and analytics help support the $9.0M support and services business, about 25% of revenue. that smaller piece is likely the stickier one.
25% of revenue
security integration
Access Control Systems
sold into a $36M total business
this rounds out the pitch. for a $36M company, selling a fuller site-security package matters because bigger rivals can already do that.
bundle effect
Key numbers
12.9%
operating margin
Operating margin → the share of sales left after running the business → so what: Senstar is profitable again, not just surviving.
$0.11
fy2024 eps
EPS → profit per share → so what: 2024 flipped from a $0.06 loss in 2023 to a $0.11 profit.
22.0x
trailing p/e
P/E → price compared with trailing profit → so what: you are not buying this like a distressed microcap.
7.0%
return on capital
Return on capital → profit earned on the money tied up in the business → so what: the business works, but it is not elite.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 4 — safer than 20% of stocks
- price stability 20 / 100
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for SNT right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Senstar finished 2024 at $0.11 EPS, a sharp reversal from the $0.06 loss in 2023.
The story was simple. Revenue was about $36M and gross margin reached 64.1%, which let a tiny company turn back to profit with a 12.9% operating margin.
$36M
revenue
$0.11
eps
64.1%
gross margin
the number that mattered
$0.11 EPS mattered because Senstar earned just $0.17 in 2022, lost $0.06 in 2023, and got back above zero in 2024.
source: and company earnings report, 2026
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What could go wrong
the #1 risk is being too small in physical security while larger vendors bundle everything.
med
$36M revenue is not much room for error
Senstar is a $36M revenue company with a $72M market cap competing in security markets full of larger, broader vendors. Specialization gets you in the door. It does not guarantee pricing power.
If growth slips below the current 9.1% pace, the valuation story stops getting the benefit of the doubt.
med
low predictability means one quarter can fool you
Earnings predictability is 35/100 and price stability is 20/100. Translation: the numbers are lumpy, and the stock tends to react like it knows that.
A business with 231% eps growth in one quarter can also print the opposite if margin or project timing goes the wrong way.
med
blickf has to add more than complexity
The Blickf asset acquisition closed in February 2026. That may help growth, but for a company this small, integration mistakes show up fast in margins and execution.
If the deal fails to support growth while gross margin falls back under 64.1%, the recent improvement starts to look temporary.
At $36M of revenue and a $72M market value, Senstar does not get many mistakes. The company needs to keep revenue growing around the current 9.1% pace while holding margin near the 64.1–67% range that made the latest quarter look so good.
source: institutional data · regulatory filings · risk analysis
Pay attention to
margin
can gross margin stay above 64.1%
The recent quarter hit 67% gross margin versus 64.1% for the broader period. That gap is the difference between a nice niche business and a stock that suddenly looks interesting.
mix shift
support & services needs to get bigger
Support and services is $9.0M, or about 25% of revenue. If that share rises, the revenue base should get stickier and easier to model.
integration
watch the blickf deal for real operating lift
Small acquisitions can look smart on slide decks and messy in practice. You want to see growth help without margin damage.
next report
the next quarter needs to confirm the run rate
After a $9.4M quarter and 231% eps growth, the next report matters more than usual. One strong print is interesting. A second one starts to become a pattern.
Analyst rankings
earnings predictability
35 / 100
in human-speak, analysts do not view these earnings as especially steady. Expect surprises.
balance sheet
B
balance sheet grade is adequate. It supports the business, but it is not a strategic weapon.
risk rank
4
This sits on the riskier side of the market. You are not buying stability here.
source: institutional data
Institutional activity
institutional ownership data for SNT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$4
current price
n/a
target midpoint · n/a from current
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