Tenaris vs Coterra Energy

Tenaris and Coterra Energy compare business models, financial performance, and market context on this page. The analysis is presented in a neutral, accessible manner to help readers understand each company's position and strategy. Educational content, not financial advice.

Tenaris and Coterra Energy compare business models, financial performance, and market context on this page. The analysis is presented in a neutral, accessible manner to help readers understand each co...

Comparison Snapshot

Key Financial Metrics

TS

Metric

CTRA

$23.65B

Market Cap

$20.85B

-2.62%

Potential Profit

17.01%

Buy

Analyst Rating

Buy

Why It's Moving

Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.

Repurchased 3.32 million shares for $64.2 million during the week of December 29, 2025 to January 2, 2026, pushing treasury holdings to 5.81% of issued capital.
Wall Street Zen upgraded Tenaris to 'buy' rating recently, countering mixed analyst views with a consensus hold and $42.72 average target.
Stock climbed 2.7% intraday on elevated volume, reflecting market approval of the company's capital return strategy and short-term upward momentum.

Sentiment:

🐃Bullish

Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.

Repurchased 3.32 million shares for $64.2 million during the week of December 29, 2025 to January 2, 2026, pushing treasury holdings to 5.81% of issued capital.
Wall Street Zen upgraded Tenaris to 'buy' rating recently, countering mixed analyst views with a consensus hold and $42.72 average target.
Stock climbed 2.7% intraday on elevated volume, reflecting market approval of the company's capital return strategy and short-term upward momentum.

Sentiment:

🐃Bullish

Investment Analysis

Tenaris

TS

Pros

Tenaris demonstrated strong Q2 2025 results with 56% net income growth and maintained resilient margins despite a global drilling slowdown.
The company maintains a moderate valuation with a forward PE ratio around 10.7, suggesting reasonably priced earnings relative to peers.
Tenaris operates globally, supplying critical steel pipe products and services across diverse regions, providing geographic diversification.

Considerations

Revenue declined by approximately 7.1% year-over-year, raising concerns about its growth momentum in a challenging market.
Technical forecasts suggest potential share price decline nearing 18% by end of 2025, indicating downside risk in the near term.
Market volatility is notable with a beta above 1.3, implying higher price fluctuations that may affect risk-sensitive investors.

Coterra Energy

CTRA

Pros

Coterra Energy benefits from a robust market position in oil and gas exploration, development, and production, supporting growth potential.
The company has maintained stable stock performance with limited recent volatility and near-term price stability.
Coterra’s focus on natural gas and oil aligns with sustained global energy demand, potentially underpinning steady cash flows.

Considerations

Coterra’s sector exposure to commodity price fluctuations creates earnings volatility and sensitivity to macroeconomic and regulatory factors.
The 52-week high near $30 suggests the recent price at mid-$20s could indicate limited immediate upside potential.
Energy sector cyclicality and reliance on oil and gas markets expose Coterra to execution risks amid market and geopolitical uncertainties.

Related Market Insights

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July 14, 2025

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Related Market Insights

The Caucasus Peace Dividend: Why Smart Money is Betting on Post-Conflict Growth

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About The Companies

Tenaris (TS)

Tenaris S.A. (TS) is a global producer of steel pipes and related services, primarily for the oil & gas industry but also for industrial and infrastructure uses. With a market capitalisation around $18.6 billion, Tenaris operates manufacturing and service centres across the Americas, Europe, the Middle East and Asia, giving it geographic diversification and exposure to energy cycles. Revenues are driven by demand for tubular products, project timing in exploration and production, and prices for steel and energy. Investors should note the company’s sensitivity to oil prices, capital spending cycles, and foreign-exchange movements, which can make earnings volatile. Tenaris has historically returned cash via dividends and buybacks when cycles permit, but payments are not guaranteed. This summary is for educational purposes only and is not investment advice; values can rise or fall and past performance is not a reliable indicator of future results.

Coterra Energy (CTRA)

Coterra Energy (CTRA) is a US oil and gas exploration and production company with a focus on developing onshore hydrocarbon resources. Investors should know that the business is driven by production volumes, commodity prices (notably natural gas and liquids), and the company’s capital-allocation choices such as dividends, buybacks and reinvestment in its portfolio. Coterra’s value tends to move with energy markets and with operational factors like well performance and cost control. Key considerations include commodity-price volatility, regulatory and environmental risks, and the company’s debt profile and hedging strategy. Management decisions on drilling activity and capital spending materially affect short- and medium‑term cash flow. For cautious investors, look at balance-sheet strength, dividend policy and production outlook; for more risk-tolerant investors, production growth and cash-return potential may be appealing. This is general educational information and not personal financial advice — consider seeking regulated advice to assess suitability for your circumstances.

Tenaris (TS) Next Earnings Date

Tenaris S.A. (TS) has not confirmed its next earnings date, but estimates point to February 18, 2026, aligning with the company's historical pattern for Q4 2025 results. This release will cover the fourth quarter of 2025, following the prior Q2 2025 report on July 30, 2025. Investors should monitor for official confirmation, as dates may shift slightly.

Tenaris (TS) Next Earnings Date

Tenaris S.A. (TS) has not confirmed its next earnings date, but estimates point to February 18, 2026, aligning with the company's historical pattern for Q4 2025 results. This release will cover the fourth quarter of 2025, following the prior Q2 2025 report on July 30, 2025. Investors should monitor for official confirmation, as dates may shift slightly.

Which Baskets Do They Appear In?

Caucasus Peace Dividend

This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.

Published: July 14, 2025

Explore Basket

Which Baskets Do They Appear In?

Caucasus Peace Dividend

This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.

Published: July 14, 2025

Explore Basket

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Tenaris vs Coterra Energy

Comparison Snapshot

Why It's Moving

Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.

Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.