Tenaris SA ADR (TS)vsWaterBridge Infrastructure LLC (WBI)
TS
Tenaris SA ADR
$57.18
-0.09%
ENERGY · Cap: $28.89B
WBI
WaterBridge Infrastructure LLC
$26.97
-0.63%
ENERGY · Cap: $1.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 2180% more annual revenue ($11.98B vs $525.55M). TS leads profitability with a 16.1% profit margin vs -0.9%. TS earns a higher WallStSmart Score of 51/100 (C-).
TS
Buy51
out of 100
Grade: C-
WBI
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-95.5%
Fair Value
$24.89
Current Price
$57.18
$32.29 premium
Intrinsic value data unavailable for WBI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Revenue surging 37.2% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : WBI
The strongest argument for WBI centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 37.2% demonstrates continued momentum.
Bear Case : TS
The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.
Bear Case : WBI
The primary concerns for WBI are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
TS profiles as a mature stock while WBI is a hypergrowth play — different risk/reward profiles.
WBI is growing revenue faster at 37.2% — sustainability is the question.
TS generates stronger free cash flow (666M), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TS scores higher overall (51/100 vs 44/100), backed by strong 16.1% 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.
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.
WaterBridge Infrastructure LLC
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
WaterBridge Infrastructure LLC, water infrastructure company, provides water management solutions through integrated pipeline and water handling networks in the United States. The company is headquartered in Houston, Texas.
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