Tidewater Inc (TDW)vsTenaris SA ADR (TS)
TDW
Tidewater Inc
$72.48
-2.42%
ENERGY · Cap: $3.82B
TS
Tenaris SA ADR
$61.44
-3.88%
ENERGY · Cap: $30.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 804% more annual revenue ($12.16B vs $1.35B). TDW leads profitability with a 22.2% profit margin vs 16.2%. TDW trades at a lower P/E of 13.0x. TS earns a higher WallStSmart Score of 57/100 (C).
TDW
Buy57
out of 100
Grade: C
TS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.1%
Fair Value
$49.38
Current Price
$72.48
$23.10 premium
Margin of Safety
+3.5%
Fair Value
$50.41
Current Price
$61.44
$11.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 531.0% YoY
Every $100 of equity generates 22 in profit
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
Revenue declined 43.1%
Operating margin of -8.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : TDW
The strongest argument for TDW centers on EPS Growth, Return on Equity, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at -8.7%.
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 : TDW
The primary concerns for TDW are Altman Z-Score, Revenue Growth, Operating Margin.
Bear Case : TS
The primary concerns for TS are PEG Ratio.
Key Dynamics to Monitor
TDW profiles as a declining stock while TS is a mature play — different risk/reward profiles.
TDW carries more volatility with a beta of 0.51 — 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
TDW scores higher overall (57/100 vs 57/100), backed by strong 22.2% margins. 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.
Tidewater Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Tidewater Inc., provides offshore marine support and transportation services to the offshore energy industry through the operation of a worldwide fleet of marine service vessels. The company is headquartered in Houston, Texas.
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.
Compare with Other OIL & GAS EQUIPMENT & SERVICES Stocks
Want to dig deeper into these stocks?