WallStSmart

ProPetro Holding Corp (PUMP)vsTenaris SA ADR (TS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tenaris SA ADR generates 844% more annual revenue ($11.98B vs $1.27B). TS leads profitability with a 16.1% profit margin vs 0.1%. TS earns a higher WallStSmart Score of 51/100 (C-).

PUMP

Avoid

33

out of 100

Grade: F

Growth: 2.0Profit: 4.0Value: 5.0Quality: 6.5
Piotroski: 3/9Altman Z: 2.10

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

Intrinsic value data unavailable for PUMP.

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

PUMP2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.309/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

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

PUMP4 concerns · Avg: 3.0/10
Market CapQuality
$1.77B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.1%3/10

ROE of 0.1% — below average capital efficiency

Profit MarginProfitability
0.1%3/10

0.1% margin — thin

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

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 : PUMP

The strongest argument for PUMP centers on Debt/Equity, Price/Book.

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 : PUMP

The primary concerns for PUMP are Market Cap, Return on Equity, Profit Margin. Thin 0.1% margins leave little buffer for downturns.

Bear Case : TS

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

Key Dynamics to Monitor

PUMP profiles as a value stock while TS is a mature play — different risk/reward profiles.

PUMP carries more volatility with a beta of 0.75 — 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.

ProPetro Holding Corp

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

ProPetro Holding Corp. The company is headquartered in Midland, Texas.

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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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