Tenaris SA ADR (TS)vsUSA Compression Partners LP (USAC)
TS
Tenaris SA ADR
$57.39
+0.83%
ENERGY · Cap: $28.50B
USAC
USA Compression Partners LP
$27.64
-0.47%
ENERGY · Cap: $3.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 924% more annual revenue ($12.04B vs $1.18B). TS leads profitability with a 15.9% profit margin vs 12.4%. TS trades at a lower P/E of 15.1x. USAC earns a higher WallStSmart Score of 64/100 (C+).
TS
Hold47
out of 100
Grade: D+
USAC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.4%
Fair Value
$49.85
Current Price
$57.39
$7.54 discount
Margin of Safety
+48.4%
Fair Value
$52.39
Current Price
$27.64
$24.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Every $100 of equity generates 41 in profit
Revenue surging 36.8% year-over-year
Strong operational efficiency at 29.3%
Earnings expanding 40.9% YoY
Areas to Watch
Expensive relative to growth rate
Revenue declined 3.9%
Earnings declined 4.9%
Moderate valuation
Trading at 14.0x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : USAC
The strongest argument for USAC centers on Return on Equity, Revenue Growth, Operating Margin. Revenue growth of 36.8% demonstrates continued momentum.
Bear Case : TS
The primary concerns for TS are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : USAC
The primary concerns for USAC are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 10.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
TS profiles as a declining stock while USAC is a growth play — different risk/reward profiles.
TS carries more volatility with a beta of 0.47 — expect wider price swings.
USAC is growing revenue faster at 36.8% — sustainability is the question.
TS generates stronger free cash flow (425M), providing more financial flexibility.
Bottom Line
USAC scores higher overall (64/100 vs 47/100) and 36.8% revenue growth. 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.
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.
USA Compression Partners LP
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
USA Compression Partners, LP, provides compression services under fixed-term contracts to oil companies and independent producers, processors, collectors and transporters of natural gas and crude oil. The company is headquartered in Austin, Texas.
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