Tenaris SA ADR (TS)vsCactus Inc (WHD)
TS
Tenaris SA ADR
$57.39
+0.83%
ENERGY · Cap: $28.50B
WHD
Cactus Inc
$69.54
+1.67%
ENERGY · Cap: $4.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenaris SA ADR generates 783% more annual revenue ($12.04B vs $1.36B). TS leads profitability with a 15.9% profit margin vs 12.0%. TS trades at a lower P/E of 15.1x. WHD earns a higher WallStSmart Score of 58/100 (C).
TS
Hold47
out of 100
Grade: D+
WHD
Buy58
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
Intrinsic value data unavailable for WHD.
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
Revenue surging 64.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Revenue declined 3.9%
Earnings declined 4.9%
ROE of 6.2% — below average capital efficiency
Premium valuation, high expectations priced in
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 : WHD
The strongest argument for WHD centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 64.3% demonstrates continued momentum.
Bear Case : TS
The primary concerns for TS are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : WHD
The primary concerns for WHD are Return on Equity, P/E Ratio. A P/E of 58.7x leaves little room for execution misses.
Key Dynamics to Monitor
TS profiles as a declining stock while WHD is a growth play — different risk/reward profiles.
WHD carries more volatility with a beta of 1.38 — expect wider price swings.
WHD is growing revenue faster at 64.3% — sustainability is the question.
TS generates stronger free cash flow (425M), providing more financial flexibility.
Bottom Line
WHD scores higher overall (58/100 vs 47/100) and 64.3% 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.
Cactus Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Cactus, Inc. designs, manufactures, sells, and leases a variety of wellheads and pressure control equipment in the United States. The company is headquartered in Houston, Texas.
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