Tidewater Inc (TDW)vsTenaris SA ADR (TS)
TDW
Tidewater Inc
$77.82
+1.20%
ENERGY · Cap: $3.81B
TS
Tenaris SA ADR
$57.18
-0.09%
ENERGY · Cap: $28.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 786% more annual revenue ($11.98B vs $1.35B). TDW leads profitability with a 24.7% profit margin vs 16.1%. TDW trades at a lower P/E of 11.6x. TDW earns a higher WallStSmart Score of 64/100 (C+).
TDW
Buy64
out of 100
Grade: C+
TS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.1%
Fair Value
$310.75
Current Price
$77.82
$232.93 discount
Margin of Safety
-95.5%
Fair Value
$24.89
Current Price
$57.18
$32.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 27 in profit
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Distress zone — elevated risk
Revenue declined 2.4%
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : TDW
The strongest argument for TDW centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 19.9%.
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 : TDW
The primary concerns for TDW are Altman Z-Score, Revenue Growth.
Bear Case : TS
The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
TDW profiles as a declining stock while TS is a mature play — different risk/reward profiles.
TS carries more volatility with a beta of 0.61 — 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
TDW scores higher overall (64/100 vs 51/100), backed by strong 24.7% margins. 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.
Tidewater Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Tidewater Inc., provides offshore marine support and transportation services to the offshore energy industry through the operation of a worldwide fleet of marine service vessels. The company is headquartered in Houston, Texas.
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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