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TS 
Tenaris SA ADR (TS)
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Upturn Advisory Summary
06/27/2025: TS (3-star) is a STRONG-BUY. BUY since 17 days. Profits (6.99%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
11 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $43.14
Year Target Price $43.14
| 4 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 2 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.45% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.62B USD | Price to earnings Ratio 11.25 | 1Y Target Price 42.68 |
Price to earnings Ratio 11.25 | 1Y Target Price 42.68 | ||
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 25.97 - 39.53 | Updated Date 06/29/2025 |
52 Weeks Range 25.97 - 39.53 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.50% | Basic EPS (TTM) 3.28 |
Earnings Date
Report Date 2025-06-24 | When Before Market | Estimate 0.7775 | Actual 0.94 |
Profitability
Profit Margin 15.05% | Operating Margin (TTM) 18.92% |
Management Effectiveness
Return on Assets (TTM) 6.65% | Return on Equity (TTM) 10.54% |
Valuation
Trailing PE 11.25 | Forward PE 11.83 | Enterprise Value 16749086748 | Price to Sales(TTM) 1.63 |
Enterprise Value 16749086748 | Price to Sales(TTM) 1.63 | ||
Enterprise Value to Revenue 1.4 | Enterprise Value to EBITDA 5.63 | Shares Outstanding 531617984 | Shares Floating 351560737 |
Shares Outstanding 531617984 | Shares Floating 351560737 | ||
Percent Insiders - | Percent Institutions 10.11 |
Analyst Ratings
Rating 3.82 | Target Price 43.14 | Buy 4 | Strong Buy 4 |
Buy 4 | Strong Buy 4 | ||
Hold 1 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Tenaris SA ADR
Company Overview
History and Background
Tenaris SA ADR was founded in 2002, though its roots trace back to the 1940s with the establishment of its predecessor companies. It's a global supplier of tubes and related services for the energy industry and other industrial applications. It has grown through acquisitions and organic expansion.
Core Business Areas
- Tubes: Manufactures and supplies seamless and welded steel tubes used in oil and gas exploration, production, and transportation, as well as other industrial applications.
- Services: Provides a range of services, including pipe management, OCTG (Oil Country Tubular Goods) threading and coating, and supply chain solutions for the energy industry.
- Energy Transition: Offering solutions for low carbon applications such as carbon capture and storage, hydrogen transportation, and geothermal energy, leveraging its tubular expertise.
Leadership and Structure
Tenaris is led by Paolo Rocca (Chairman and CEO). The organizational structure is based on geographic regions and business segments, with a corporate headquarters providing strategic direction and support.
Top Products and Market Share
Key Offerings
- Seamless Tubes: Used extensively in oil and gas drilling and production. Tenaris holds a significant market share in the seamless tube market, competing with Vallourec and TMK. Revenue from seamless tubes comprises a substantial portion of Tenaris's total revenue.
- Welded Tubes: Used in pipeline infrastructure and various industrial applications. Competitors include Evraz and ArcelorMittal. Welded tubes contribute significantly to Tenaris's revenue, though the market share may be slightly lower than that of seamless tubes.
- OCTG Services: Encompasses threading, coating, and other services crucial for oil and gas operations. Tenaris competes with smaller specialized service providers in this segment. This segment contributes significantly to overall profitability.
Market Dynamics
Industry Overview
The steel tube industry is cyclical, driven by oil and gas prices, drilling activity, and infrastructure development. The industry is becoming more focused on sustainability and environmental impact. The shift to low-carbon energy requires innovative solutions.
Positioning
Tenaris is a leading global supplier with a strong brand reputation and a wide geographic reach. Its competitive advantages include its technological expertise, global manufacturing footprint, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for steel tubes and related services in the energy sector is estimated to be several billions of dollars. Tenaris, with its global presence and broad product portfolio, is well-positioned to capture a significant portion of this TAM. The size of the TAM fluctuates significantly with energy prices and capital expenditure in the sector.
Upturn SWOT Analysis
Strengths
- Global manufacturing footprint
- Strong brand reputation
- Technological expertise
- Broad product portfolio
- Strong customer relationships
Weaknesses
- Cyclical business model
- Exposure to oil and gas price volatility
- High capital expenditures
- Geopolitical risks
Opportunities
- Growth in emerging markets
- Expansion into new applications (e.g., renewable energy)
- Increased demand for high-strength steel tubes
- Strategic acquisitions
- Offering solutions for carbon capture and hydrogen transportation
Threats
- Increased competition
- Fluctuations in oil and gas prices
- Economic downturns
- Trade barriers
- Technological disruption
Competitors and Market Share
Key Competitors
- VLC
- NUE
- X
Competitive Landscape
Tenaris's advantages include its global scale, technological expertise, and strong brand. It faces competition from both large integrated steel companies and smaller specialized players.
Major Acquisitions
IPSCO Tubulars
- Year: 2020
- Acquisition Price (USD millions): 1176
- Strategic Rationale: Expanded Tenaris's presence in the North American market and enhanced its product portfolio.
Growth Trajectory and Initiatives
Historical Growth: Tenaris's growth has been influenced by oil and gas prices and global economic conditions. It has grown organically and through acquisitions.
Future Projections: Analyst estimates project moderate growth for Tenaris, driven by increased energy demand and infrastructure development. However, these estimates are subject to change.
Recent Initiatives: Recent initiatives include expanding its presence in new markets, investing in research and development, and focusing on sustainability. Providing tubular solutions for carbon capture and hydrogen transport.
Summary
Tenaris is a leading global supplier of tubes for the energy industry, possessing a strong brand and technological expertise. However, it faces cyclical demand and competition. The company is proactively expanding into new applications and markets to mitigate risks and achieve sustainable growth, and it is reasonably well-positioned. External factors such as oil and gas prices are key considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- News articles
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Financial data should be verified through official sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tenaris SA ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 2002-12-16 | Chairman & CEO Mr. Paolo Rocca | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 25874 | Website https://www.tenaris.com |
Full time employees 25874 | Website https://www.tenaris.com | ||
Tenaris S.A., together with its subsidiaries, manufactures and supplies steel pipe products and related services for the energy industry and other industrial applications in North America, South America, Europe, the Middle East and Africa, and the Asia Pacific. The company provides steel casings to sustain the walls of oil and gas wells during and after drilling; steel tubing for conducting crude oil and natural gas to the surface after drilling has been completed; steel line pipes to transport crude oil and natural gas from wells to refineries, storage tanks, and loading and distribution centers; and mechanical and structural pipes for the transportation of other forms of gas and liquids under high pressure. It also offers cold-drawn pipes for use in boilers, superheaters, condensers, heat exchangers, automobile production, and other industrial applications; premium joints and couplings for use in high temperature or high pressure environments under the TenarisHydril, Atlas Bradford, Ultra, and TORQ brands; coiled tubing is used for oil and gas drilling and well workovers and for subsea pipelines; sucker rods used in oil extraction activities, tubes used for plumbing and construction applications, and oilfield / hydraulic fracturing services; pipe coating services; and automotive components. In addition, the company engages in the sale of energy and raw materials; development, management, and licensing of intellectual property; procurement and trading services; and financial operations, as well as markets steel products. Further, it manufactures and markets connections; and welded and seamless steel pipes. Tenaris S.A. was incorporated in 2001 and is based in Luxembourg City, Luxembourg. Tenaris S.A. operates as a subsidiary of Techint Holdings S.à r.l.
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