Tidewater Inc (TDW)vsTenaris SA ADR (TS)
TDW
Tidewater Inc
$92.97
+1.07%
ENERGY · Cap: $4.69B
TS
Tenaris SA ADR
$57.39
+0.83%
ENERGY · Cap: $28.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 794% more annual revenue ($12.04B vs $1.35B). TDW leads profitability with a 18.3% profit margin vs 15.9%. TS trades at a lower P/E of 15.1x. TDW earns a higher WallStSmart Score of 50/100 (C-).
TDW
Buy50
out of 100
Grade: C-
TS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$49.96
Current Price
$92.97
$43.01 premium
Margin of Safety
+2.4%
Fair Value
$49.85
Current Price
$57.39
$7.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 531.0% YoY
Every $100 of equity generates 22 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
Revenue declined 43.1%
Operating margin of -8.7%
Expensive relative to growth rate
Revenue declined 3.9%
Earnings declined 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : TDW
The strongest argument for TDW centers on EPS Growth, Return on Equity. Profitability is solid with margins at 18.3% and operating margin at -8.7%.
Bull Case : TS
The strongest argument for TS centers on Debt/Equity, Altman Z-Score, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 16.7%.
Bear Case : TDW
The primary concerns for TDW are Altman Z-Score, Revenue Growth, Operating Margin.
Bear Case : TS
The primary concerns for TS are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
TDW carries more volatility with a beta of 0.57 — expect wider price swings.
TS is growing revenue faster at -3.9% — sustainability is the question.
TS generates stronger free cash flow (425M), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TDW scores higher overall (50/100 vs 47/100), backed by strong 18.3% 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.
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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