Análisis Argos
TS
TSCara
Tenaris S.A. · Energy
US$ 54.13
precio al 2026-07-04
Valor justo Argos*
US$ 36–39
vs. su valor justo
39% por encima
Score Argos
62/100
LA RESPUESTA
El mercado le pide crezca 18% al año — más de lo que ha demostrado (6.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 12% por debajo de su valor justo.
Tiene más caja que deuda: balance fuerte.
Reparte dividendo sostenible (3.29%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO3/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO3/6SALUD6/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos62de 100Cara
Ingresos4%
US$ 12 B
Margen operativo1%
19.1%
Flujo de caja libre8%
US$ 2 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 29.0B
P/E15x
EV/EBITDA9.9x
FCF yield6.8%
ROIC11.1%
Margen operativo19.1%
Crecim. ingresos-4.3%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 30 jun
Tenaris inaugurates new service center in Suriname to support TotalEnergies's GranMorgu offshore project
PARAMARIBO, Suriname, June 30, 2026 (GLOBE NEWSWIRE) -- Tenaris announced today that operations have started at its new service center in Suriname, built to support the GranMorgu project, the country's first major offshore development, operated by TotalEnergies, with APA Corporation and Staatsolie Maatschappij Suriname N.V. as partners. Located in Paramaribo, the center will provide integrated services for offshore operations, reinforcing Tenaris's commitment to the development of Suriname's energy sector.
zacks.com · 12 jun
Why Tenaris S.A. (TS) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
zacks.com · 27 may
Why Tenaris S.A. (TS) is a Top Dividend Stock for Your Portfolio
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
globenewswire.com · 22 may
Tenaris announces $306 million CAD investment to strengthen its Sault Ste. Marie industrial centre, backed by federal and provincial governments
Tenaris announces $306M CAD investment in Sault Ste. Marie facility with federal and provincial governments, strengthening Canadian steel pipe production.
seekingalpha.com · 16 may
Our Top 10 High Growth Dividend Stocks - May 2026
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.
globenewswire.com · 12 may
Shareholders approve all resolutions on the agendas of Tenaris's Annual General Meeting and Extraordinary General Meeting of Shareholders
LUXEMBOURG, May 12, 2026 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) announced that its annual general meeting of shareholders and extraordinary general meeting of shareholders, both held on May 12, 2026, approved all resolutions on their agendas.
globenewswire.com · 8 may
Tenaris to Acquire Artrom Steel Tubes S.A. seamless pipe manufacturing plant in Romania
LUXEMBOURG, May 08, 2026 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS; EXM Italy: TEN) announced today that it has entered into a definitive agreement to acquire from GLGH Steel, LLC, a U.S.-based company, 100% of the share capital of Artrom Steel Tubes S.A., for an aggregate purchase price of EUR 86 million, on a cash-free and debt-free basis, including a normalized level of working capital.
zacks.com · 6 may
Tenaris (TS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.