Baker Hughes Co (BKR)vsTenaris SA ADR (TS)
BKR
Baker Hughes Co
$66.67
-1.64%
ENERGY · Cap: $68.57B
TS
Tenaris SA ADR
$62.43
-1.65%
ENERGY · Cap: $32.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 133% more annual revenue ($27.89B vs $11.98B). TS leads profitability with a 16.1% profit margin vs 11.2%. BKR appears more attractively valued with a PEG of 2.78. BKR earns a higher WallStSmart Score of 60/100 (C).
BKR
Buy60
out of 100
Grade: C
TS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.0%
Fair Value
$46.75
Current Price
$66.67
$19.92 premium
Margin of Safety
+15.3%
Fair Value
$57.43
Current Price
$62.43
$5.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 132.5% YoY
Large-cap with strong market position
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
2.5% revenue growth
Expensive relative to growth rate
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on EPS Growth, Market Cap.
Bull Case : TS
The strongest argument for TS centers on Altman Z-Score, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at 17.6%.
Bear Case : BKR
The primary concerns for BKR are Revenue Growth, PEG Ratio.
Bear Case : TS
The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BKR profiles as a value stock while TS is a mature play — different risk/reward profiles.
BKR carries more volatility with a beta of 0.90 — expect wider price swings.
TS is growing revenue faster at 5.3% — sustainability is the question.
TS generates stronger free cash flow (666M), providing more financial flexibility.
Bottom Line
BKR scores higher overall (60/100 vs 51/100). TS offers better value entry with a 15.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Baker Hughes Co
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Baker Hughes Company is an American international industrial service company and one of the world's largest oil field services companies. The company provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. Baker Hughes is headquartered in Houston.
Tenaris SA ADR
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Tenaris SA produces and sells welded and seamless tubular steel products; and provides related services for the oil and gas industry and other industrial applications. The company is headquartered in Luxembourg, Luxembourg.
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