Tenaris SA ADR (TS)vsCactus Inc (WHD)
TS
Tenaris SA ADR
$57.18
-0.09%
ENERGY · Cap: $28.89B
WHD
Cactus Inc
$48.70
+0.79%
ENERGY · Cap: $3.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 1010% more annual revenue ($11.98B vs $1.08B). TS leads profitability with a 16.1% profit margin vs 15.4%. TS trades at a lower P/E of 15.6x. TS earns a higher WallStSmart Score of 51/100 (C-).
TS
Buy51
out of 100
Grade: C-
WHD
Hold49
out of 100
Grade: D+
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
-245.6%
Fair Value
$16.59
Current Price
$48.70
$32.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.9%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
Weak financial health signals
Revenue declined 4.0%
Earnings declined 15.4%
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 : WHD
The strongest argument for WHD centers on Altman Z-Score, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 22.9%.
Bear Case : TS
The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.
Bear Case : WHD
The primary concerns for WHD are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
TS profiles as a mature stock while WHD is a declining play — different risk/reward profiles.
WHD carries more volatility with a beta of 1.29 — 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
TS scores higher overall (51/100 vs 49/100), backed by strong 16.1% margins. Both earn "Buy" and "Hold" 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.
Cactus Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Cactus, Inc. designs, manufactures, sells, and leases a variety of wellheads and pressure control equipment in the United States. The company is headquartered in Houston, Texas.
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