WallStSmart

Northwest Pipe Company (NWPX)vsTernium SA ADR (TX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ternium SA ADR generates 2748% more annual revenue ($15.61B vs $548.14M). NWPX leads profitability with a 7.7% profit margin vs 3.7%. TX appears more attractively valued with a PEG of 0.13. TX earns a higher WallStSmart Score of 60/100 (C+).

NWPX

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 4.0Quality: 9.0
Piotroski: 7/9Altman Z: 3.54

TX

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 4.5Value: 7.7Quality: 8.0
Piotroski: 3/9Altman Z: 3.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NWPXSignificantly Overvalued (-78.6%)

Margin of Safety

-78.6%

Fair Value

$42.13

Current Price

$117.76

$75.63 premium

UndervaluedFair: $42.13Overvalued

Intrinsic value data unavailable for TX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NWPX5 strengths · Avg: 9.0/10
EPS GrowthGrowth
176.9%10/10

Earnings expanding 176.9% YoY

Altman Z-ScoreHealth
3.5410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.1%8/10

19.1% revenue growth

TX6 strengths · Avg: 9.5/10
PEG RatioValuation
0.1310/10

Growing faster than its price suggests

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
218.1%10/10

Earnings expanding 218.1% YoY

Altman Z-ScoreHealth
3.1410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Areas to Watch

NWPX4 concerns · Avg: 3.5/10
PEG RatioValuation
2.454/10

Expensive relative to growth rate

P/E RatioValuation
28.6x4/10

Moderate valuation

Market CapQuality
$1.17B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

TX4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NWPX

The strongest argument for NWPX centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 19.1% demonstrates continued momentum.

Bull Case : TX

The strongest argument for TX centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.13 suggests the stock is reasonably priced for its growth.

Bear Case : NWPX

The primary concerns for NWPX are PEG Ratio, P/E Ratio, Market Cap.

Bear Case : TX

The primary concerns for TX are Revenue Growth, Return on Equity, Profit Margin. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

NWPX profiles as a growth stock while TX is a value play — different risk/reward profiles.

TX carries more volatility with a beta of 1.20 — expect wider price swings.

NWPX is growing revenue faster at 19.1% — sustainability is the question.

NWPX generates stronger free cash flow (26M), providing more financial flexibility.

Bottom Line

TX 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.

Northwest Pipe Company

BASIC MATERIALS · STEEL · USA

Northwest Pipe Company manufactures and supplies engineered welded steel pipe systems in North America. The company is headquartered in Vancouver, Washington.

Ternium SA ADR

BASIC MATERIALS · STEEL · USA

Ternium SA manufactures and processes various steel products in Mexico, Argentina, Paraguay, Chile, Bolivia, Uruguay, Brazil, the United States, Colombia, Guatemala, Costa Rica, Honduras, El Salvador and Nicaragua. The company is headquartered in Luxembourg City, Luxembourg.

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