WallStSmart

Petroleo Brasileiro Petrobras SA ADR (PBR)vsTenaris SA ADR (TS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 4455% more annual revenue ($548.49B vs $12.04B). PBR leads profitability with a 24.3% profit margin vs 15.9%. TS appears more attractively valued with a PEG of 3.15. PBR earns a higher WallStSmart Score of 84/100 (A-).

PBR

Exceptional Buy

84

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.11

TS

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 7.0Value: 5.3Quality: 9.0
Piotroski: 4/9Altman Z: 5.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PBRUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$188.27

Current Price

$21.20

$167.07 discount

UndervaluedFair: $188.27Overvalued
TSUndervalued (+2.4%)

Margin of Safety

+2.4%

Fair Value

$49.85

Current Price

$57.39

$7.54 discount

UndervaluedFair: $49.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PBR6 strengths · Avg: 9.8/10
P/E RatioValuation
5.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Market CapQuality
$129.66B9/10

Large-cap with strong market position

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
15.1x8/10

Attractively priced relative to earnings

Areas to Watch

PBR1 concerns · Avg: 2.0/10
PEG RatioValuation
5.872/10

Expensive relative to growth rate

TS3 concerns · Avg: 2.0/10
PEG RatioValuation
3.152/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.9%2/10

Revenue declined 3.9%

EPS GrowthGrowth
-4.9%2/10

Earnings declined 4.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bull Case : TS

The strongest argument for TS centers on Debt/Equity, Altman Z-Score, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 16.7%.

Bear Case : PBR

The primary concerns for PBR are PEG Ratio.

Bear Case : TS

The primary concerns for TS are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

PBR profiles as a growth stock while TS is a declining play — different risk/reward profiles.

TS carries more volatility with a beta of 0.47 — expect wider price swings.

PBR is growing revenue faster at 42.3% — sustainability is the question.

PBR generates stronger free cash flow (7.3B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (84/100 vs 47/100), backed by strong 24.3% margins and 42.3% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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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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