WallStSmart

Halliburton Company (HAL)vsTenaris SA ADR (TS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Halliburton Company generates 82% more annual revenue ($22.17B vs $12.16B). TS leads profitability with a 16.2% profit margin vs 7.0%. HAL appears more attractively valued with a PEG of 1.04. HAL earns a higher WallStSmart Score of 60/100 (C+).

HAL

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 5.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.84

TS

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 5.3Quality: 9.0
Piotroski: 4/9Altman Z: 5.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HALOvervalued (-5.3%)

Margin of Safety

-5.3%

Fair Value

$37.61

Current Price

$41.23

$3.62 premium

UndervaluedFair: $37.61Overvalued
TSUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$50.42

Current Price

$61.44

$11.02 discount

UndervaluedFair: $50.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAL1 strengths · Avg: 10.0/10
EPS GrowthGrowth
133.5%10/10

Earnings expanding 133.5% YoY

TS3 strengths · Avg: 9.3/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.7710/10

Safe zone — low bankruptcy risk

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

Areas to Watch

HAL3 concerns · Avg: 2.7/10
Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.3%2/10

Revenue declined 0.3%

TS1 concerns · Avg: 2.0/10
PEG RatioValuation
3.152/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HAL

The strongest argument for HAL centers on EPS Growth. PEG of 1.04 suggests the stock is reasonably priced for its growth.

Bull Case : TS

The strongest argument for TS centers on Debt/Equity, Altman Z-Score, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 19.0%.

Bear Case : HAL

The primary concerns for HAL are Profit Margin, Piotroski F-Score, Revenue Growth.

Bear Case : TS

The primary concerns for TS are PEG Ratio.

Key Dynamics to Monitor

HAL profiles as a value stock while TS is a mature play — different risk/reward profiles.

HAL carries more volatility with a beta of 0.70 — expect wider price swings.

TS is growing revenue faster at 6.1% — sustainability is the question.

TS generates stronger free cash flow (505M), providing more financial flexibility.

Bottom Line

HAL scores higher overall (60/100 vs 57/100). 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.

Halliburton Company

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Halliburton Company is an American multinational corporation. One of the world's largest oil field service companies, it has operations in more than 70 countries.

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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