North American Construction Group Ltd (NOA)vsTenaris SA ADR (TS)
NOA
North American Construction Group Ltd
$14.16
+4.58%
ENERGY · Cap: $379.71M
TS
Tenaris SA ADR
$61.44
-3.88%
ENERGY · Cap: $30.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 863% more annual revenue ($12.16B vs $1.26B). TS leads profitability with a 16.2% profit margin vs 2.6%. NOA appears more attractively valued with a PEG of 0.38. TS earns a higher WallStSmart Score of 57/100 (C).
NOA
Hold49
out of 100
Grade: D+
TS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.8%
Fair Value
$18.51
Current Price
$14.16
$4.35 discount
Margin of Safety
+3.5%
Fair Value
$50.41
Current Price
$61.44
$11.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Smaller company, higher risk/reward
ROE of 7.0% — below average capital efficiency
2.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NOA
The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull 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%.
Bear Case : NOA
The primary concerns for NOA are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 2.02 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Bear Case : TS
The primary concerns for TS are PEG Ratio.
Key Dynamics to Monitor
NOA profiles as a value stock while TS is a mature play — different risk/reward profiles.
NOA carries more volatility with a beta of 1.16 — expect wider price swings.
TS is growing revenue faster at 6.1% — sustainability is the question.
TS generates stronger free cash flow (505M), providing more financial flexibility.
Bottom Line
TS scores higher overall (57/100 vs 49/100), backed by strong 16.2% 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.
North American Construction Group Ltd
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
North American Construction Group Ltd. provides mining and heavy construction services to the resource development and industrial construction sectors in Canada and the United States. The company's Heavy Construction & Mining division offers constructability reviews, budget cost estimates, design-build construction, project management, contracts. mining, pre-stripping / pit excavation, overburden removal and stacking, muskeg removal and stacking, site preparation, runway construction, site dewatering / perimeter ditching, tailings and process pipelines, transportation and construction of access, construction and densification of tailings dams, mechanically stabilized earth walls, dam construction and reclamation services. The company is headquartered in Acheson, Canada.
Visit Website →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.
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