WallStSmart

North American Construction Group Ltd (NOA)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 14523% more annual revenue ($196.38B vs $1.34B). TTE leads profitability with a 9.1% profit margin vs 2.4%. NOA appears more attractively valued with a PEG of 0.38. TTE earns a higher WallStSmart Score of 75/100 (B).

NOA

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 5.0Value: 8.7Quality: 3.5
Piotroski: 3/9Altman Z: 1.22

TTE

Strong Buy

75

out of 100

Grade: B

Growth: 6.7Profit: 6.0Value: 7.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NOAUndervalued (+18.7%)

Margin of Safety

+18.7%

Fair Value

$19.61

Current Price

$13.49

$6.12 discount

UndervaluedFair: $19.61Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOA4 strengths · Avg: 9.0/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
25.1%8/10

Revenue surging 25.1% year-over-year

TTE6 strengths · Avg: 9.0/10
Market CapQuality
$202.51B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
106.0%10/10

Earnings expanding 106.0% YoY

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.8%8/10

Revenue surging 27.8% year-over-year

Areas to Watch

NOA4 concerns · Avg: 3.3/10
EPS GrowthGrowth
1.9%4/10

1.9% earnings growth

Market CapQuality
$359.30M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Profit MarginProfitability
2.4%3/10

2.4% margin — thin

TTE2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NOA

The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. Revenue growth of 25.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bull Case : TTE

The strongest argument for TTE centers on Market Cap, P/E Ratio, EPS Growth. Revenue growth of 27.8% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.

Bear Case : NOA

The primary concerns for NOA are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 2.47 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.

Bear Case : TTE

The primary concerns for TTE are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

NOA carries more volatility with a beta of 1.14 — expect wider price swings.

TTE is growing revenue faster at 27.8% — sustainability is the question.

TTE generates stronger free cash flow (6.5B), providing more financial flexibility.

Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TTE scores higher overall (75/100 vs 59/100) and 27.8% revenue growth. NOA offers better value entry with a 18.7% margin of safety. Both earn "Strong 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.

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.

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TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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