Tenaris SA ADR (TS)vsUSA Compression Partners LP (USAC)
TS
Tenaris SA ADR
$61.44
-3.88%
ENERGY · Cap: $30.95B
USAC
USA Compression Partners LP
$27.85
-2.69%
ENERGY · Cap: $3.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 1022% more annual revenue ($12.16B vs $1.08B). TS leads profitability with a 16.2% profit margin vs 11.9%. TS trades at a lower P/E of 16.1x. USAC earns a higher WallStSmart Score of 64/100 (C+).
TS
Buy57
out of 100
Grade: C
USAC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.5%
Fair Value
$50.41
Current Price
$61.44
$11.03 discount
Margin of Safety
+45.1%
Fair Value
$49.24
Current Price
$27.85
$21.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Every $100 of equity generates 41 in profit
Revenue surging 35.1% year-over-year
Earnings expanding 95.8% YoY
Strong operational efficiency at 28.6%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : USAC
The strongest argument for USAC centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : TS
The primary concerns for TS are PEG Ratio.
Bear Case : USAC
The primary concerns for USAC are P/E Ratio, Debt/Equity. Debt-to-equity of 9.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
TS profiles as a mature stock while USAC is a growth play — different risk/reward profiles.
TS carries more volatility with a beta of 0.47 — expect wider price swings.
USAC is growing revenue faster at 35.1% — sustainability is the question.
TS generates stronger free cash flow (505M), providing more financial flexibility.
Bottom Line
USAC scores higher overall (64/100 vs 57/100) and 35.1% revenue growth. 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.
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.
USA Compression Partners LP
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
USA Compression Partners, LP, provides compression services under fixed-term contracts to oil companies and independent producers, processors, collectors and transporters of natural gas and crude oil. The company is headquartered in Austin, Texas.
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