WallStSmart

OMS Energy Technologies Inc. (OMSE)vsTenaris SA ADR (TS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tenaris SA ADR generates 4650% more annual revenue ($11.98B vs $252.24M). OMSE leads profitability with a 21.7% profit margin vs 16.1%. OMSE trades at a lower P/E of 4.3x. OMSE earns a higher WallStSmart Score of 53/100 (C-).

OMSE

Buy

53

out of 100

Grade: C-

Growth: 7.3Profit: 6.5Value: 8.3Quality: 7.8
Piotroski: 4/9Altman Z: 5.80

TS

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 4.7Quality: 7.3
Piotroski: 3/9Altman Z: 5.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OMSEUndervalued (+54.4%)

Margin of Safety

+54.4%

Fair Value

$9.79

Current Price

$4.50

$5.29 discount

UndervaluedFair: $9.79Overvalued
TSSignificantly Overvalued (-95.5%)

Margin of Safety

-95.5%

Fair Value

$24.89

Current Price

$57.18

$32.29 premium

UndervaluedFair: $24.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMSE6 strengths · Avg: 9.2/10
P/E RatioValuation
4.3x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
121.2%10/10

Revenue surging 121.2% year-over-year

Altman Z-ScoreHealth
5.8010/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
21.7%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.5%8/10

Strong operational efficiency at 29.5%

TS2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
5.3310/10

Safe zone — low bankruptcy risk

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Areas to Watch

OMSE3 concerns · Avg: 2.7/10
Market CapQuality
$261.91M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

EPS GrowthGrowth
-47.0%2/10

Earnings declined 47.0%

TS3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-6.4%2/10

Earnings declined 6.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : OMSE

The strongest argument for OMSE centers on P/E Ratio, Revenue Growth, Altman Z-Score. Profitability is solid with margins at 21.7% and operating margin at 29.5%. Revenue growth of 121.2% demonstrates continued momentum.

Bull 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%.

Bear Case : OMSE

The primary concerns for OMSE are Market Cap, Return on Equity, EPS Growth.

Bear Case : TS

The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

OMSE profiles as a growth stock while TS is a mature play — different risk/reward profiles.

OMSE is growing revenue faster at 121.2% — sustainability is the question.

TS generates stronger free cash flow (666M), providing more financial flexibility.

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

Bottom Line

OMSE scores higher overall (53/100 vs 51/100), backed by strong 21.7% margins and 121.2% revenue growth. 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.

OMS Energy Technologies Inc.

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

OMS Energy Technologies Inc., manufacturing and sale of specialty connectors and pipes, surface wellhead and Christmas tree, premium threading services, and other ancillary services. The company is headquartered in Singapore.

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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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