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Energy - Oil & Gas Equipment & Services - NYSE - LU
$ 32.28
-2.68 %
$ 17.8 B
Market Cap
8.92
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one TS stock under the worst case scenario is HIDDEN Compared to the current market price of 32.3 USD, Tenaris S.A. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one TS stock under the base case scenario is HIDDEN Compared to the current market price of 32.3 USD, Tenaris S.A. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one TS stock under the best case scenario is HIDDEN Compared to the current market price of 32.3 USD, Tenaris S.A. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart TS

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$41.0$41.0$40.0$40.0$39.0$39.0$38.0$38.0$37.0$37.0$36.0$36.0$35.0$35.0$34.0$34.0$33.0$33.0$32.0$32.0$31.0$31.0$30.0$30.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
12.5 B REVENUE
-15.77%
2.42 B OPERATING INCOME
-43.96%
2.04 B NET INCOME
-48.02%
2.87 B OPERATING CASH FLOW
-34.79%
-1.4 B INVESTING CASH FLOW
47.99%
-2.4 B FINANCING CASH FLOW
-113.28%
2.85 B REVENUE
-2.41%
558 M OPERATING INCOME
3.96%
516 M NET INCOME
12.42%
492 M OPERATING CASH FLOW
-10.80%
311 M INVESTING CASH FLOW
175.84%
-809 M FINANCING CASH FLOW
-154.21%
Balance Sheet Tenaris S.A.
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Current Assets 9.24 B
Cash & Short-Term Investments 3.05 B
Receivables 1.96 B
Other Current Assets 4.23 B
Non-Current Assets 11.2 B
Long-Term Investments 2.55 B
PP&E 6.27 B
Other Non-Current Assets 2.39 B
14.91 %9.58 %20.68 %12.46 %30.66 %11.71 %Total Assets$20.5b
Current Liabilities 2.64 B
Accounts Payable 880 M
Short-Term Debt 470 M
Other Current Liabilities 1.29 B
Non-Current Liabilities 1 B
Long-Term Debt 112 M
Other Non-Current Liabilities 888 M
24.21 %12.94 %35.36 %3.08 %24.41 %Total Liabilities$3.6b
EFFICIENCY
Earnings Waterfall Tenaris S.A.
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Revenue 12.5 B
Cost Of Revenue 8.14 B
Gross Profit 4.39 B
Operating Expenses 1.97 B
Operating Income 2.42 B
Other Expenses 382 M
Net Income 2.04 B
14b14b12b12b10b10b8b8b6b6b4b4b2b2b0013b(8b)4b(2b)2b(382m)2bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
35.04% GROSS MARGIN
35.04%
19.31% OPERATING MARGIN
19.31%
16.26% NET MARGIN
16.26%
12.27% ROE
12.27%
9.96% ROA
9.96%
10.75% ROIC
10.75%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Tenaris S.A.
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4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m00(500m)(500m)(1b)(1b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 2.04 B
Depreciation & Amortization 633 M
Capital Expenditures -704 M
Stock-Based Compensation 0
Change in Working Capital 262 M
Others 197 M
Free Cash Flow 2.16 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Tenaris S.A.
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Wall Street analysts predict an average 1-year price target for TS of $42.2 , with forecasts ranging from a low of $37 to a high of $47 .
TS Lowest Price Target Wall Street Target
37 USD 14.62%
TS Average Price Target Wall Street Target
42.2 USD 30.89%
TS Highest Price Target Wall Street Target
47 USD 45.60%
Price
Max Price Target
Min Price Target
Average Price Target
484846464444424240403838363634343232303028282626May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
1.46% DIVIDEND YIELD
0.56 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.401.401.201.201.001.000.800.800.600.600.400.400.200.200.000.000.60.60.560.560.560.560.280.560.680.80.560.30.900.260.860.260.820.260.820.260.820.140.700.260.540.340.900.41.080.541.340.562015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Tenaris S.A.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Tenaris Files 2024 Annual Report / Annual Report on Form 20-F, and Convenes the Annual General Meeting of Shareholders and an Extraordinary General Meeting of Shareholders LUXEMBOURG, April 01, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) filed today its 2024 Annual Report / Annual Report on Form 20-F, with the Luxembourg Stock Exchange, with the U.S. Securities and Exchange Commission (SEC), and with the other securities regulators of the markets where its securities are listed. The 2024 Annual Report (which includes the consolidated management report containing the financial and non-financial information (or sustainability statement) required by applicable law; the related management certifications on the consolidated financial statements as of and for the year ended 31st December 2024, and on the annual accounts as at 31st December 2024; and the external auditors' reports on such consolidated financial statements, annual accounts and sustainability statement) may be downloaded from the Luxembourg Stock Exchange's website at www.bourse.lu/regulated-information-oam, and the Annual Report on Form 20-F may be downloaded from the SEC's website at www.sec.gov; and are available on Tenaris's website at ir.tenaris.com. globenewswire.com - 2 weeks ago
Is Tenaris (TS) Stock Outpacing Its Industrial Products Peers This Year? Here is how Tenaris S.A. (TS) and Wartsila (WRTBY) have performed compared to their sector so far this year. zacks.com - 2 weeks ago
Is Tenaris (TS) Stock Undervalued Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 weeks ago
Tenaris May Be An Unexpected Winner From The Trump Steel Tariffs The U.S. steel tariffs will increase the domestic price for OCTG, a key input product for oil and gas producers. While a global company, Tenaris has ample U.S. manufacturing capacity that would allow it to capitalize on the tariffs. The business has already bottomed, even prior to the incremental benefit the tariffs may bring. seekingalpha.com - 3 weeks ago
Tenaris completes its USD700 Million Share Buyback Program LUXEMBOURG, March 04, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) (“Tenaris”) announced today the completion of its USD700 million Share Buyback Program announced on November 10, 2024 (the “Program”). globenewswire.com - 1 month ago
Should Value Investors Buy Tenaris (TS) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago
Tenaris S.A. (TS) Q4 2024 Earnings Call Transcript Tenaris S.A. (NYSE:TS ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Giovanni Sardagna - Investor Relations Officer Paolo Rocca - Chairman & Chief Executive Officer Gabriel Podskubka - Chief Operating Officer Luca Zanotti - President, US Operations Conference Call Participants Arun Jayaram - JPMorgan Securities LLC Alessandro Pozzi - Mediobanca Marc Bianchi - TD Cowen Derek Podhaizer - Piper Sandler Kevin Roger - Kepler Cheuvreux Daniel Thomson - BNP Paribas Exane Mick Pickup - Barclays Operator Good day, and thank you for standing by. seekingalpha.com - 1 month ago
Tenaris (TS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 month ago
Tenaris Announces 2024 Fourth Quarter and Annual Results The financial and operational information contained in this press release is based on audited consolidated financial statements presented in U.S. dollars and prepared in accordance with International Financial Reporting Standards as issued by the International Accounting Standard Board and adopted by the European Union, or IFRS. Additionally, this press release includes non-IFRS alternative performance measures i.e., EBITDA, Free Cash Flow, Net cash / debt and Operating working capital days. See exhibit I for more details on these alternative performance measures. globenewswire.com - 1 month ago
Are Investors Undervaluing Tenaris (TS) Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 months ago
Is Tenaris (TS) Stock Undervalued Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 3 months ago
ExxonMobil names Tenaris its 2024 Supplier of the Year HOUSTON, Dec. 16, 2024 (GLOBE NEWSWIRE) -- ExxonMobil has named Tenaris its 2024 Supplier of the Year, recognizing the company's performance, competitiveness and high standards as consistent with ExxonMobil's values and expectations. globenewswire.com - 4 months ago
8. Profile Summary

Tenaris S.A. TS

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COUNTRY LU
INDUSTRY Oil & Gas Equipment & Services
MARKET CAP $ 17.8 B
Dividend Yield 1.46%
Description Tenaris S.A., together with its subsidiaries, produces and sells seamless and welded steel tubular products; and provides related services for the oil and gas industry, and other industrial applications. The company offers steel casings, tubing products, mechanical and structural pipes, cold-drawn pipes, and premium joints and couplings; coiled tubing products for oil and gas drilling and workovers, and subsea pipelines; and umbilical tubing products; and tubular accessories. It also provides sucker rods, industrial equipment, heat exchangers, and utility conduits for buildings, as well as sells energy and raw materials. In addition, it offers financial services. The company operates in North America, South America, Europe, the Middle East and Africa, and the Asia Pacific. Tenaris S.A. was incorporated in 2001 and is based in Luxembourg, Luxembourg. Tenaris S.A. is a subsidiary of Techint Holdings S.à r.l.
Contact 26, Boulevard Royal, Luxembourg City, 2449 https://www.tenaris.com
IPO Date Dec. 16, 2002
Employees 25874
Officers Ms. Cecilia Bilesio Corporate Secretary Mr. Gabriel Podskubka Chief Operating Officer Mr. Giovanni Sardagna Investor Relations Director Mr. Sergio de la Maza President of Mexico Mr. Paolo Rocca Chairman & Chief Executive Officer Mr. Luis Scartascini Chief Human Resources Officer Ms. Alicia Mondolo Chief Financial Officer