WallStSmart

Talos Energy (TALO)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 10479% more annual revenue ($183.96B vs $1.74B). TTE leads profitability with a 8.2% profit margin vs -42.6%. TTE earns a higher WallStSmart Score of 72/100 (B).

TALO

Avoid

33

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.25

TTE

Strong Buy

72

out of 100

Grade: B

Growth: 5.3Profit: 6.5Value: 7.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TALOUndervalued (+28.1%)

Margin of Safety

+28.1%

Fair Value

$18.63

Current Price

$14.44

$4.19 discount

UndervaluedFair: $18.63Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TALO1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

TTE6 strengths · Avg: 8.5/10
EPS GrowthGrowth
57.1%10/10

Earnings expanding 57.1% YoY

Market CapQuality
$195.51B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

TALO4 concerns · Avg: 2.0/10
Return on EquityProfitability
-39.6%2/10

ROE of -39.6% — below average capital efficiency

Revenue GrowthGrowth
-7.9%2/10

Revenue declined 7.9%

EPS GrowthGrowth
-38.1%2/10

Earnings declined 38.1%

Altman Z-ScoreHealth
0.252/10

Distress zone — elevated risk

TTE4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.24B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : TALO

The strongest argument for TALO centers on Price/Book.

Bull Case : TTE

The strongest argument for TTE centers on EPS Growth, Market Cap, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bear Case : TALO

The primary concerns for TALO are Return on Equity, Revenue Growth, EPS Growth.

Bear Case : TTE

The primary concerns for TTE are Revenue Growth, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

TALO profiles as a turnaround stock while TTE is a value play — different risk/reward profiles.

TALO carries more volatility with a beta of 0.35 — expect wider price swings.

TTE is growing revenue faster at 3.4% — sustainability is the question.

TALO generates stronger free cash flow (15M), providing more financial flexibility.

Bottom Line

TTE scores higher overall (72/100 vs 33/100). TALO offers better value entry with a 28.1% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Talos Energy

ENERGY · OIL & GAS E&P · USA

Talos Energy Inc., an independent exploration and production company, focuses on the exploration and production of oil and natural gas properties in the United States Gulf of Mexico and off the coast of Mexico. The company is headquartered in Houston, Texas.

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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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