TSTenaris S.A.

$53.86

Is the business good?

How good a business is TS?

Tenaris S.A. earns 11% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

11%

Return on invested capital · cost of capital 9.0% · 2.2 points above what the capital costs: growth creates value

Operating margin
19%

Operating margin · Oil & Gas Equipment & Services median 10% · fiscal year to FY2025

Cash conversion
1.05×

Cash conversion · 1.09× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−6.3%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY2020−13%
FY202111%
FY202225%
FY202329%
FY202419%
FY202519%
Details
Gross marginfiscal year to FY2025
34%
Operating marginfiscal year to FY2025
19%
Net marginfiscal year to FY2025
16%
Free cash flow margin
17%
R&D as % of revenue
0.54%
Revenue, trailing twelve months
$12.0B
Free cash flow, trailing twelve months
$2.03B
Net income, trailing twelve months
$1.93B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
11%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.