WallStSmart

North American Construction Group Ltd (NOA)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 14098% more annual revenue ($182.34B vs $1.28B). TTE leads profitability with a 7.2% profit margin vs 2.6%. NOA appears more attractively valued with a PEG of 0.38. TTE earns a higher WallStSmart Score of 55/100 (C-).

NOA

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 9.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

TTE

Buy

55

out of 100

Grade: C-

Growth: 2.0Profit: 5.5Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NOAUndervalued (+51.4%)

Margin of Safety

+51.4%

Fair Value

$32.82

Current Price

$14.67

$18.15 discount

UndervaluedFair: $32.82Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOA3 strengths · Avg: 9.3/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

TTE5 strengths · Avg: 8.4/10
Market CapQuality
$205.37B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.778/10

Growing faster than its price suggests

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$6.53B8/10

Generating 6.5B in free cash flow

Areas to Watch

NOA4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$407.47M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Debt/EquityHealth
1.933/10

Elevated debt levels

TTE3 concerns · Avg: 2.3/10
Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Revenue GrowthGrowth
-2.5%2/10

Revenue declined 2.5%

EPS GrowthGrowth
-27.4%2/10

Earnings declined 27.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : NOA

The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bull Case : TTE

The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.

Bear Case : NOA

The primary concerns for NOA are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 1.93 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.

Bear Case : TTE

The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

NOA carries more volatility with a beta of 1.19 — expect wider price swings.

NOA is growing revenue faster at 0.0% — sustainability is the question.

TTE generates stronger free cash flow (6.5B), providing more financial flexibility.

Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TTE scores higher overall (55/100 vs 53/100). NOA offers better value entry with a 51.4% 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.

North American Construction Group Ltd

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

North American Construction Group Ltd. provides mining and heavy construction services to the resource development and industrial construction sectors in Canada and the United States. The company's Heavy Construction & Mining division offers constructability reviews, budget cost estimates, design-build construction, project management, contracts. mining, pre-stripping / pit excavation, overburden removal and stacking, muskeg removal and stacking, site preparation, runway construction, site dewatering / perimeter ditching, tailings and process pipelines, transportation and construction of access, construction and densification of tailings dams, mechanically stabilized earth walls, dam construction and reclamation services. The company is headquartered in Acheson, Canada.

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TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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