TS
Tenaris S.A.
Oil & Gas Equipment & Services
Market Cap$33.50B
5Y Perf.+393.1%
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Stock Comparison
TS vs VMC
Revenue, margins, valuation, and 5-year total return — side by side.
VMC
Vulcan Materials Company
Construction Materials
Market Cap$38.37B
5Y Perf.+173.0%
TS vs VMC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | TS | VMC |
|---|---|---|
| Industry | Oil & Gas Equipment & Services | Construction Materials |
| Market Cap | $33.50B | $38.37B |
| Revenue (TTM) | $11.97B | $8.05B |
| Net Income (TTM) | $1.93B | $1.12B |
| Gross Margin | 32.1% | 27.6% |
| Operating Margin | 19.1% | 20.6% |
| Forward P/E | 17.4x | 32.2x |
| Total Debt | $449M | $5.41B |
| Cash & Equiv. | $573M | $183M |
TS vs VMC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
TS
VMC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Tenaris S.A. (TS) | 100 | 493.1 | +393.1% |
| Vulcan Materials Co… (VMC) | 100 | 273.0 | +173.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TS vs VMC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: TS leads in 6 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Vulcan Materials Company is the stronger pick specifically for growth and revenue expansion. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
TS
Tenaris S.A.
The Income Pick
TS carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 5 yrs, beta 0.47, yield 2.8%
- 175.3% 10Y total return vs VMC's 171.0%
- Lower volatility, beta 0.47, Low D/E 2.7%, current ratio 3.87x
Best for: income & stability and long-term compounding
VMC
Vulcan Materials Company
The Growth Play
VMC is the clearest fit if your priority is growth exposure.
- Rev growth 6.9%, EPS growth 18.5%, 3Y rev CAGR 2.7%
- 6.9% revenue growth vs TS's -4.3%
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | VMC | 6.9% revenue growth vs TS's -4.3% |
| Value | TS | Lower P/E (17.4x vs 32.2x) |
| Quality / Margins | TS | 16.1% margin vs VMC's 13.9% |
| Stability / Safety | TS | Beta 0.47 vs VMC's 0.80, lower leverage |
| Dividends | TS | 2.8% yield, 5-year raise streak, vs VMC's 0.7% |
| Momentum (1Y) | TS | +91.8% vs VMC's +11.4% |
| Efficiency (ROA) | TS | 9.5% ROA vs VMC's 6.6%, ROIC 10.2% vs 8.8% |
TS vs VMC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
TS vs VMC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTSLAGGINGVMC
VMCVulcan Materials Comp…
0leads
TSTenaris S.A.
4leads
6 Total Categories
CATEGORYLEADERvs VMCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
TS6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TS7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
TS6/6
Risk & VolatilityBeta, volatility, and downside exposure
TS2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
Evenly matched — TS and VMC each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TS and VMC operate at a comparable scale, with $12.0B and $8.1B in trailing revenue. Profitability is closely matched — net margins range from 16.1% (TS) to 13.9% (VMC).
| Metric | TSTenaris S.A. | VMCVulcan Materials … |
|---|---|---|
| RevenueTrailing 12 months | $12.0B | $8.1B |
| EBITDAEarnings before interest/tax | $2.9B | $2.4B |
| Net IncomeAfter-tax profit | $1.9B | $1.1B |
| Free Cash FlowCash after capex | $2.0B | $1.1B |
| Gross MarginGross profit ÷ Revenue | +32.1% | +27.6% |
| Operating MarginEBIT ÷ Revenue | +19.1% | +20.6% |
| Net MarginNet income ÷ Revenue | +16.1% | +13.9% |
| FCF MarginFCF ÷ Revenue | +16.8% | +13.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.3% | +7.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -8.5% | +29.9% |
Evenly matched — TS and VMC each lead in 3 of 6 comparable metrics.
Valuation Metrics
TS leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 16.8x trailing earnings, TS trades at a 54% valuation discount to VMC's 36.4x P/E. On an enterprise value basis, TS's 11.5x EV/EBITDA is more attractive than VMC's 18.7x.
| Metric | TSTenaris S.A. | VMCVulcan Materials … |
|---|---|---|
| Market CapShares × price | $33.5B | $38.4B |
| Enterprise ValueMkt cap + debt − cash | $33.4B | $43.6B |
| Trailing P/EPrice ÷ TTM EPS | 16.78x | 36.42x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.38x | 32.17x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.78x |
| EV / EBITDAEnterprise value multiple | 11.51x | 18.71x |
| Price / SalesMarket cap ÷ Revenue | 2.80x | 4.84x |
| Price / BookPrice ÷ Book value/share | 1.93x | 4.56x |
| Price / FCFMarket cap ÷ FCF | 16.90x | 33.80x |
TS leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
TS leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
VMC delivers a 13.1% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $11 for TS. TS carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to VMC's 0.63x. On the Piotroski fundamental quality scale (0–9), VMC scores 9/9 vs TS's 6/9, reflecting strong financial health.
| Metric | TSTenaris S.A. | VMCVulcan Materials … |
|---|---|---|
| ROE (TTM)Return on equity | +11.3% | +13.1% |
| ROA (TTM)Return on assets | +9.5% | +6.6% |
| ROICReturn on invested capital | +10.2% | +8.8% |
| ROCEReturn on capital employed | +12.8% | +10.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 9 |
| Debt / EquityFinancial leverage | 0.03x | 0.63x |
| Net DebtTotal debt minus cash | -$124M | $5.2B |
| Cash & Equiv.Liquid assets | $573M | $183M |
| Total DebtShort + long-term debt | $449M | $5.4B |
| Interest CoverageEBIT ÷ Interest expense | 53.57x | 4.13x |
TS leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
TS leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TS five years ago would be worth $29,056 today (with dividends reinvested), compared to $15,923 for VMC. Over the past 12 months, TS leads with a +91.8% total return vs VMC's +11.4%. The 3-year compound annual growth rate (CAGR) favors TS at 34.0% vs VMC's 16.0% — a key indicator of consistent wealth creation.
| Metric | TSTenaris S.A. | VMCVulcan Materials … |
|---|---|---|
| YTD ReturnYear-to-date | +59.8% | +1.2% |
| 1-Year ReturnPast 12 months | +91.8% | +11.4% |
| 3-Year ReturnCumulative with dividends | +140.7% | +56.3% |
| 5-Year ReturnCumulative with dividends | +190.6% | +59.2% |
| 10-Year ReturnCumulative with dividends | +175.3% | +171.0% |
| CAGR (3Y)Annualised 3-year return | +34.0% | +16.0% |
TS leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
TS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TS is the less volatile stock with a 0.47 beta — it tends to amplify market swings less than VMC's 0.80 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TS currently trades 97.0% from its 52-week high vs VMC's 89.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TSTenaris S.A. | VMCVulcan Materials … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.47x | 0.80x |
| 52-Week HighHighest price in past year | $64.33 | $331.09 |
| 52-Week LowLowest price in past year | $32.00 | $252.35 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +89.3% |
| RSI (14)Momentum oscillator 0–100 | 67.1 | 52.0 |
| Avg Volume (50D)Average daily shares traded | 2.0M | 1.2M |
TS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — TS and VMC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates TS as "Buy" and VMC as "Buy". Consensus price targets imply 10.6% upside for VMC (target: $327) vs -8.8% for TS (target: $57). For income investors, TS offers the higher dividend yield at 2.77% vs VMC's 0.67%.
| Metric | TSTenaris S.A. | VMCVulcan Materials … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $56.94 | $327.00 |
| # AnalystsCovering analysts | 26 | 36 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | +0.7% |
| Dividend StreakConsecutive years of raises | 5 | 12 |
| Dividend / ShareAnnual DPS | $1.73 | $1.97 |
| Buyback YieldShare repurchases ÷ mkt cap | +4.1% | +1.1% |
Evenly matched — TS and VMC each lead in 1 of 2 comparable metrics.
Key Takeaway
TS leads in 4 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 2 categories are tied.
Best OverallTenaris S.A. (TS)Leads 4 of 6 categories
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TS vs VMC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TS or VMC a better buy right now?
For growth investors, Vulcan Materials Company (VMC) is the stronger pick with 6.
9% revenue growth year-over-year, versus -4. 3% for Tenaris S. A. (TS). Tenaris S. A. (TS) offers the better valuation at 16. 8x trailing P/E (17. 4x forward), making it the more compelling value choice. Analysts rate Tenaris S. A. (TS) a "Buy" — based on 26 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TS or VMC?
On trailing P/E, Tenaris S.
A. (TS) is the cheapest at 16. 8x versus Vulcan Materials Company at 36. 4x. On forward P/E, Tenaris S. A. is actually cheaper at 17. 4x.
03Which is the better long-term investment — TS or VMC?
Over the past 5 years, Tenaris S.
A. (TS) delivered a total return of +190. 6%, compared to +59. 2% for Vulcan Materials Company (VMC). Over 10 years, the gap is even starker: TS returned +175. 3% versus VMC's +171. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TS or VMC?
By beta (market sensitivity over 5 years), Tenaris S.
A. (TS) is the lower-risk stock at 0. 47β versus Vulcan Materials Company's 0. 80β — meaning VMC is approximately 69% more volatile than TS relative to the S&P 500. On balance sheet safety, Tenaris S. A. (TS) carries a lower debt/equity ratio of 3% versus 63% for Vulcan Materials Company — giving it more financial flexibility in a downturn.
05Which is growing faster — TS or VMC?
By revenue growth (latest reported year), Vulcan Materials Company (VMC) is pulling ahead at 6.
9% versus -4. 3% for Tenaris S. A. (TS). On earnings-per-share growth, the picture is similar: Vulcan Materials Company grew EPS 18. 5% year-over-year, compared to -48. 6% for Tenaris S. A.. Over a 3-year CAGR, VMC leads at 2. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — TS or VMC?
Tenaris S.
A. (TS) is the more profitable company, earning 16. 1% net margin versus 13. 6% for Vulcan Materials Company — meaning it keeps 16. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VMC leads at 20. 1% versus 19. 1% for TS. At the gross margin level — before operating expenses — TS leads at 34. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is TS or VMC more undervalued right now?
On forward earnings alone, Tenaris S.
A. (TS) trades at 17. 4x forward P/E versus 32. 2x for Vulcan Materials Company — 14. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VMC: 10. 6% to $327. 00.
08Which pays a better dividend — TS or VMC?
All stocks in this comparison pay dividends.
Tenaris S. A. (TS) offers the highest yield at 2. 8%, versus 0. 7% for Vulcan Materials Company (VMC).
09Is TS or VMC better for a retirement portfolio?
For long-horizon retirement investors, Tenaris S.
A. (TS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 47), 2. 8% yield, +175. 3% 10Y return). Both have compounded well over 10 years (TS: +175. 3%, VMC: +171. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between TS and VMC?
These companies operate in different sectors (TS (Energy) and VMC (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TS is a mid-cap deep-value stock; VMC is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(TS: 5.3% · VMC: 7.4%)Net Margin>
%
(TS: 16.1% · VMC: 13.9%)P/E Ratio<
x
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