WallStSmart

Tenaris SA ADR (TS)vsBristow Group Inc (VTOL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tenaris SA ADR generates 695% more annual revenue ($12.16B vs $1.53B). TS leads profitability with a 16.2% profit margin vs 7.5%. VTOL trades at a lower P/E of 10.8x. TS earns a higher WallStSmart Score of 57/100 (C).

TS

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 5.3Quality: 9.0
Piotroski: 4/9Altman Z: 5.77

VTOL

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 4/9Altman Z: 1.80
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TSUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$50.41

Current Price

$61.44

$11.03 discount

UndervaluedFair: $50.41Overvalued

Intrinsic value data unavailable for VTOL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TS3 strengths · Avg: 9.3/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.7710/10

Safe zone — low bankruptcy risk

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

VTOL2 strengths · Avg: 10.0/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Areas to Watch

TS1 concerns · Avg: 2.0/10
PEG RatioValuation
3.152/10

Expensive relative to growth rate

VTOL4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.804/10

Grey zone — moderate risk

Market CapQuality
$1.23B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.5%3/10

7.5% margin — thin

EPS GrowthGrowth
-52.2%2/10

Earnings declined 52.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : TS

The strongest argument for TS centers on Debt/Equity, Altman Z-Score, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 19.0%.

Bull Case : VTOL

The strongest argument for VTOL centers on P/E Ratio, Price/Book. Revenue growth of 10.9% demonstrates continued momentum.

Bear Case : TS

The primary concerns for TS are PEG Ratio.

Bear Case : VTOL

The primary concerns for VTOL are Altman Z-Score, Market Cap, Profit Margin.

Key Dynamics to Monitor

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

VTOL carries more volatility with a beta of 1.30 — expect wider price swings.

VTOL is growing revenue faster at 10.9% — sustainability is the question.

TS generates stronger free cash flow (505M), providing more financial flexibility.

Bottom Line

TS scores higher overall (57/100 vs 51/100), backed by strong 16.2% 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.

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.

Bristow Group Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Bristow Group Inc. provides aviation services to independent, national and integrated offshore energy companies in the United States. The company is headquartered in Houston, Texas.

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