Tenaris SA ADR (TS)vsSelect Energy Services Inc (WTTR)
TS
Tenaris SA ADR
$57.18
-0.09%
ENERGY · Cap: $28.89B
WTTR
Select Energy Services Inc
$15.15
+1.81%
ENERGY · Cap: $2.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 751% more annual revenue ($11.98B vs $1.41B). TS leads profitability with a 16.1% profit margin vs 1.5%. 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-
WTTR
Avoid33
out of 100
Grade: F
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
-808.4%
Fair Value
$1.43
Current Price
$15.15
$13.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
ROE of 2.3% — below average capital efficiency
1.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : WTTR
The strongest argument for WTTR centers on Price/Book.
Bear Case : TS
The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.
Bear Case : WTTR
The primary concerns for WTTR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 70.9x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
TS profiles as a mature stock while WTTR is a value play — different risk/reward profiles.
WTTR carries more volatility with a beta of 1.04 — 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 33/100), backed by strong 16.1% margins. Both earn "Buy" and "Avoid" 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.
Select Energy Services Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Select Energy Services, Inc., an oilfield services company, provides chemical and water management solutions to the onshore oil and natural gas industry in the United States. The company is headquartered in Houston, Texas.
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