Tenaris S.A. (TS) vs Weatherford International PLC (WFRD)

Tenaris S.A. and Weatherford International PLC are both Oil & Gas Equipment & Services companies. Tenaris S.A. is the larger, with a market value of $30.0B against $6.0B — 5.0× the size. Tenaris S.A. trades at the lower P/E: 14.8× against 16.7×. Tenaris S.A. grew revenue faster over the last twelve months: 2.31% against −7.17%. Tenaris S.A. has the higher net margin (15.9% vs 7.66%) and the lower return on invested capital (9.46% vs 17.8%). Across the 21 metrics below, Tenaris S.A. leads on 14 and Weatherford International PLC on 7.

Valuation

Metric TS WFRD Oil & Gas Equipment & Services median
P/E 14.83 16.68 24.78
P/S 2.33 1.28 1.28
P/B 1.63 3.42 1.85
Price to free cash flow 16.49 11.50 15.03
EV/EBITDA 8.93 7.27 8.93
EV/Sales 2.12 1.35 1.40
Earnings yield 6.74% 5.99% 3.12%
Free cash flow yield 6.07% 8.70% 5.01%

Profitability

Metric TS WFRD Oil & Gas Equipment & Services median
Gross margin 33.90% 30.51% 23.27%
Operating margin 18.51% 12.70% 9.34%
Net margin 15.88% 7.66% 4.69%
Free cash flow margin 14.11% 11.41% 5.05%
Return on equity 11.24% 22.13% 4.92%
Return on assets 9.39% 7.15% 2.37%
Return on invested capital 9.46% 17.79% 4.32%

Growth

Metric TS WFRD Oil & Gas Equipment & Services median
Revenue growth (TTM) 2.31% (7.17%) 6.08%
EPS growth (last fiscal year) 1.39% (12.15%) —
Revenue growth, 5-year CAGR 18.41% 5.94% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TS WFRD Oil & Gas Equipment & Services median
Debt to equity 0.02 0.83 0.46
Current ratio 4.07 2.34 2.11
Net debt to EBITDA (0.89) 0.43 0.76

Dividend

Metric TS WFRD Oil & Gas Equipment & Services median
Dividend yield 3.64% — 2.12%
Payout ratio 0.16 0.00 0.00

Size

Metric TS WFRD Oil & Gas Equipment & Services median
Market cap 29.95b 6.04b 1.81b

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