Tenaris SA ADR (TS)vsUSA Compression Partners LP (USAC)
TS
Tenaris SA ADR
$57.18
-0.09%
ENERGY · Cap: $28.89B
USAC
USA Compression Partners LP
$28.23
-0.77%
ENERGY · Cap: $4.12B
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
Buy51
out of 100
Grade: C-
USAC
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-95.5%
Fair Value
$24.89
Current Price
$57.18
$32.29 premium
Margin of Safety
+25.1%
Fair Value
$36.11
Current Price
$28.23
$7.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Every $100 of equity generates 32 in profit
Strong operational efficiency at 31.2%
Earnings expanding 22.3% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
Premium valuation, high expectations priced in
2.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull 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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