Tenaris vs Ecopetrol

This page compares Tenaris S.A. and Ecopetrol SA, detailing their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

TS

Metric

EC

$23.65B

Market Cap

$26.57B

-2.62%

Potential Profit

-17.50%

Buy

Analyst Rating

Hold

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 is globally diversified and considered resilient with a strong gross margin around 36.6% and a net profit margin near 17%.
The company recently approved an interim dividend, signalling stable shareholder returns and financial discipline.
Despite a challenging market and revenue decline, Tenaris generated $3.09 billion in revenue surpassing analyst expectations and showing operational strength.

Considerations

Revenue has declined year-over-year by approximately 7.1%, indicating challenges in growth momentum.
Technical forecasts predict an 18% decline in stock price by year-end 2025 with heightened price volatility, reflecting market uncertainty.
Analysts hold a neutral consensus with some sell ratings and a moderate PE ratio near 9.7, suggesting limited undervaluation.

Ecopetrol

EC

Pros

Ecopetrol is Colombia's largest energy company, reinforcing its dominant market position in a key oil-producing country.
The contract renewal with Tenaris in Colombia for two more years provides revenue visibility and operational stability.
Ecopetrol's exposure to multiple energy segments supports diversified income streams amid evolving energy markets.

Considerations

As a national oil company, Ecopetrol faces significant exposure to regulatory and geopolitical risks tied to Colombia’s political environment.
Commodity price volatility heavily impacts Ecopetrol’s profitability given its dependence on oil and gas prices.
Operational execution risks persist with ongoing challenges in managing exploration and production costs within a cyclical industry.

Related Market Insights

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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.

Ecopetrol (EC)

Ecopetrol SA (Ticker: EC) is Colombia’s largest integrated oil and gas company, active across exploration, production, refining, petrochemicals and pipeline transportation. As a majority-state-owned firm, it plays a central role in the Colombian energy system and earns revenue from crude and product sales as well as midstream services. With a market capitalisation of about $17.8 billion, Ecopetrol’s results are cyclical and closely tied to global oil prices, production volumes and domestic fiscal and regulatory policy. Investors should note operational risks (well performance, maintenance), environmental and social considerations, and potential political influence given its ownership structure. The company has signalled steps toward lower‑carbon activities, but the pace and commercial impact of the energy transition is uncertain. Dividends have been paid historically but depend on earnings and policy. This summary is general educational information and not personal advice; values can fall as well as rise and past performance is not a guarantee of future returns.

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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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.