TS vs WMB
Tenaris S.A. vs Williams Companies — AI-powered side-by-side comparison
VS
WMB
Williams Companies
69
Buy
| Metric | TS | WMB |
|---|
| AI Score |
63
|
69
|
| Price |
$53.45
|
$72.31
|
| P/E Ratio |
14.34×
|
28.69×
|
| ROE |
11.6%
|
20.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
33.7%
|
73.6%
|
| Debt / Equity |
0.03×
|
2.33×
|
| Dividend Yield |
3.3%
|
2.8%
|
| RSI (14) |
35.1
|
49.9
|
| Beta |
0.476
|
0.615
|
| Expected Upside |
—
|
+7.0%
|
AI Committee View
Current Innellis committee reasoning for TS versus WMB.
WMB leads by 6 points.
WMB scores 69/100 (Buy) versus TS at 63/100 (Buy).
TS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.03) -- balance sheet can absorb a shock. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 14.6 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- Dividend yield of 4.4% pays you to wait — Value
Bear Case
- MACD histogram negative -- bearish momentum — Technical
WMB Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical