WallStSmart

Tenaris SA ADR (TS)vsUSA Compression Partners LP (USAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tenaris SA ADR generates 1100% more annual revenue ($11.98B vs $998.10M). TS leads profitability with a 16.1% profit margin vs 11.2%. TS trades at a lower P/E of 15.6x. USAC earns a higher WallStSmart Score of 53/100 (C-).

TS

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 4.7Quality: 7.3
Piotroski: 3/9Altman Z: 5.33

USAC

Buy

53

out of 100

Grade: C-

Growth: 6.7Profit: 8.0Value: 7.7Quality: 5.0
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TSSignificantly Overvalued (-95.5%)

Margin of Safety

-95.5%

Fair Value

$24.89

Current Price

$57.18

$32.29 premium

UndervaluedFair: $24.89Overvalued
USACUndervalued (+25.1%)

Margin of Safety

+25.1%

Fair Value

$36.11

Current Price

$28.23

$7.88 discount

UndervaluedFair: $36.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TS2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
5.3310/10

Safe zone — low bankruptcy risk

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

USAC3 strengths · Avg: 9.3/10
Return on EquityProfitability
31.5%10/10

Every $100 of equity generates 32 in profit

Operating MarginProfitability
31.2%10/10

Strong operational efficiency at 31.2%

EPS GrowthGrowth
22.3%8/10

Earnings expanding 22.3% YoY

Areas to Watch

TS3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-6.4%2/10

Earnings declined 6.4%

USAC2 concerns · Avg: 4.0/10
P/E RatioValuation
33.5x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull Case : TS

The strongest argument for TS centers on Altman Z-Score, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at 18.5%.

Bull Case : USAC

The strongest argument for USAC centers on Return on Equity, Operating Margin, EPS Growth.

Bear Case : TS

The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.

Bear Case : USAC

The primary concerns for USAC are P/E Ratio, Revenue Growth.

Key Dynamics to Monitor

TS profiles as a mature stock while USAC is a value play — different risk/reward profiles.

TS carries more volatility with a beta of 0.61 — expect wider price swings.

TS is growing revenue faster at 5.3% — sustainability is the question.

TS generates stronger free cash flow (666M), providing more financial flexibility.

Bottom Line

USAC scores higher overall (53/100 vs 51/100). 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.

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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