Tenaris S.A (TS) Fair Value & Analysis
Energy · US · Market cap $28.5B
Tenaris S.A
TS · US
Fair value as of: Jul 21, 2026
From 23 valuation models · updated 4 days ago
Share price +2.0% over the past month.
Price vs Fair Value (12 months)
12‑month range $32.55 – $64.02 · fair‑value band $34.32 – $57.67 · the $57.67 price screens above the $45.68 fair value. As of Jul 21, 2026.
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Tenaris S.A (TS) currently trades at $57.67, while our model-based Fair Value estimate is $45.68, implying the stock looks roughly 20.8% overvalued today. We read business quality at 76/100 (high quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Tenaris S.A generated revenue of $12.2B at a net margin of 16.2%. Revenue grew 6.1% year over year. It earns a return on equity of 11.6%. The balance sheet holds a net cash position of $124M. Fundamentals as of Jul 21, 2026
Our scenario range runs from $34.32 (bear case) to $57.67 (bull case); at $57.67, the current price sits within that range. The share trades about 11% below its 52-week high and 77% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -38% fair-value upside, at -21%, TS screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 21, 2026. TTM = trailing twelve months.
About the company
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. It 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. The company 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 brand name; …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tenaris S.A reported revenue of $12.0B in FY2025 versus $6.5B in FY2021, a compound +16.4%/yr. Reported net income was $1.9B in FY2025, compounding +15.1%/yr from FY2021.
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Recent news
- Tenaris (BIT:TEN) Pulls Back Following A Strong Year, Is The Stock Still Cheap?
- Tenaris S.A. (TS) Could Be a Great Choice
- 2 Reasons to Sell TEN and 1 Stock to Buy Instead
- APA Corporation, Tidewater, and Tenaris Stocks Trade Down, What You Need To Know
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.
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10 more Oil & Gas Equipment & Services stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
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| TechnipFMC plc FTI | $67.39 | $27.96 | -59% |
| Yantai Jereh Oilfield Services Group 002353 | ¥144.80 | ¥53.54 | -63% |
| Saipem SpA SAPMY | $1.00 | $0.6200 | -38% |
| Subsea 7 S.A ACGYF | $38.19 | $26.61 | -30% |
| China Oilfield Services Limited 601808 | ¥11.92 | ¥20.38 | +71% |
| Gaztransport & Technigaz SA GZPZY | $46.58 | $48.53 | +4% |
| Technip Energies N.V THNPY | $37.97 | $38.95 | +3% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.