TS vs BA vs CMT Stock Comparison

Tenaris, Boeing and Core Molding Technologies Prices as of Nov 5, 2026 Peers: Industry group
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TS Tenaris Sa
$56.41 -0.8% 1M +40.6% 1Y
Market cap
$62.09B
P/E
31.4x
Revenue (TTM)
$12.16B
Div. yield
–
Metal Fabrication Industrials
7 wins
BA Boeing Co
$172.44 -9.2% 1M -12.7% 1Y
Market cap
$137.52B
P/E
18.8x
Revenue (TTM)
$94.91B
Div. yield
–
Commercial Aerospace Industrials
4 wins

Head to Head

11 decided of 12

Tenaris leads on 7 of the 12 questions below (Tenaris 7, Boeing 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTSBACMTLeader
Larger companyMarket capitalisation $62.09B $137.52B $185.26M BA
Cheaper on earningsLower P/E, profitable companies only 31.4x 18.8x 26.5x BA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.2x — 43.2x TS
Faster revenue growthRevenue growth, trailing twelve months +2.8% +17.5% +9.4% BA
More profitableNet margin, trailing twelve months 16.2% 7.7% 2.4% TS
Better return on capitalReturn on invested capital 13.0% 18.2% 4.1% BA
Less leveragedLower net debt / EBITDA -3.5x 2.1x 0.0x TS
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +40.6% -12.7% +12.1% TS
Better 5-year returnAnnualised price return, 5 years +18.0%/yr -5.1%/yr +14.8%/yr TS
Less volatileAnnualised volatility, 1 year 28.9% 35.6% 42.6% TS
Higher overall scoreMean of the five percentile scores vs peers 59/100 56/100 50/100 TS

Percentile Scorecard

TSBACMT

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisTSBACMT
Valuation 40 #122 of 204 63 #38 of 101 66 #70 of 204
Growth 16 #161 of 191 84 #17 of 98 10 #173 of 191
Profitability 80 #39 of 189 66 #34 of 97 32 #129 of 189
Financial Health 98 #5 of 221 12 #94 of 107 74 #59 of 221
Shareholder Returns 61 #63 of 159 – 70 #49 of 159
Overall 59 56 50
  • TS ranked among 223 companies in Machinery
  • BA ranked among 108 companies in Aerospace and Defense
  • CMT ranked among 223 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodTSBACMTSPY
1 month -0.8%-9.2%-9.9% -5.9%
3 months +5.6%-25.7%-13.1% -4.6%
6 months -4.3%-25.4%-15.3% +0.2%
Year to date +46.7%-20.6%+5.5% +7.5%
1 year +40.6%-12.7%+12.1% +8.2%
3 years +59.4%-10.6%-16.6% +68.3%
3 years, per year +16.8%-3.7%-5.9% +19.0%
5 years +128.3%-23.2%+99.2% +56.5%
5 years, per year +18.0%-5.1%+14.8% +9.4%
10 years +97.7%+23.6%+46.9% +251.5%
10 years, per year +7.1%+2.1%+3.9% +13.4%

Risk

MeasureTSBACMTSPY
Volatility, 1Y 28.9%35.6%42.6% 13.6%
Downside volatility, 1Y 30.0%34.8%42.9% 14.2%
Beta vs S&P 500, 1Y 0.281.040.43 1.00
Return / volatility, 1Y 1.41-0.360.28 0.60
Max drawdown, 5Y -33.7%-50.3%-56.0% -25.4%
From 52-week high -11.9%-31.6%-25.4% -5.9%
52-week high $64.02$252.15$28.35 $779.14
52-week low $37.76$167.12$17.56 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleTSBACMT
P/E now vs peer median 30.1xmedian 23.4x 18.7xmedian 24.7x 26.0xmedian 23.4x
P/S now vs peer median 5.0xmedian 1.7x 1.4xmedian 2.6x 0.6xmedian 1.7x
EV/EBITDA now vs peer median 17.7xmedian 13.4x 13.5xmedian 14.2x 9.1xmedian 13.4x
P/FCF now vs peer median 22.0xmedian 21.9x 8,541xmedian 26.3x -9.4xmedian 21.9x
P/B now vs peer median 3.5xmedian 2.1x 20.8xmedian 2.4x 1.1xmedian 2.1x
PEG now vs peer median —median 1.02 0.32median 0.89 -0.80median 1.02

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsTSBACMT
Revenue $12.16B $94.91B $286.23M
Gross profit $4.12B $8.94B $49.43M
Operating income $2.23B $9.74B $8.24M
Net income $2.04B $7.66B $6.98M
Free cash flow $2.75B $16.00M -$19.27M
R&D – $3.62B –
EPS (diluted) – $9.22 $0.80
Cash & equivalents $9.55B $9.50B $5.44M
Total debt -$336.57M $45.92B $4.81M
Shares (diluted) – 792.90M 8.73M
Enterprise value $33.35B $46.48B $106.13M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricTSBACMT
P/E 30.1x 18.7x 26.0x
P/FCF 22.0x 8,541x -9.4x
P/Operating cash flow 26.4x 34.1x 21.6x
P/S 5.0x 1.4x 0.6x
P/B 3.5x 20.8x 1.1x
P/Tangible book 3.5x 25.9x 1.1x
EV/EBITDA 17.7x 13.5x 9.1x
EV/EBIT 22.7x 16.6x 21.9x
EV/Revenue 4.2x 1.7x 0.6x
EV/FCF 18.4x 10,116x -9.4x
EV/Operating cash flow 22.1x 40.3x 21.5x
PEG (3Y EPS CAGR) – 0.32 -0.80

Growth

14 metrics
MetricTSBACMT
Revenue growth (1Y) 2.8% 17.5% 9.4%
Revenue CAGR (3Y) -6.9% 7.8% -8.2%
Gross profit growth (1Y) 2.2% 906.6% 7.2%
Gross profit CAGR (3Y) -13.9% 9.1% -8.8%
Operating income growth (1Y) -2.6% 217.8% -28.3%
Operating income CAGR (3Y) -20.9% 107.6% -32.7%
Net income growth (1Y) 0.4% 177.7% -13.5%
Net income CAGR (3Y) -17.4% 67.1% -32.8%
EPS growth (1Y) – 168.9% -13.9%
EPS CAGR (3Y) – 58.4% -32.5%
Operating cash flow growth (1Y) -0.7% 208.0% -56.2%
Operating cash flow CAGR (3Y) -17.6% -12.7% -38.8%
Free cash flow growth (1Y) -7.9% 100.3% -458.9%
Free cash flow CAGR (3Y) -16.1% -84.9% -40.2%

Profitability

14 metrics
MetricTSBACMT
Gross margin 33.9% 9.4% 17.3%
EBITDA margin 23.5% 12.7% 6.9%
Operating margin 18.3% 10.3% 2.9%
Pretax margin 20.6% 8.3% 3.0%
Net margin 16.2% 7.7% 2.4%
FCF margin 22.6% 0.0% -6.7%
Operating cash flow margin 18.8% 4.2% 2.9%
Return on equity 11.9% 121.0% 4.3%
Return on assets 9.9% 4.6% 3.0%
Return on invested capital 13.0% 18.2% 4.1%
Return on capital employed 11.0% 17.9% 4.7%
Asset turnover 0.6x 0.6x 1.2x
Cash conversion (OCF / net income) 1.1x 0.5x 1.2x
Stock comp / revenue – 0.5% 0.6%

Financial Health

11 metrics
MetricTSBACMT
Debt / assets -1.6% 26.9% 2.1%
Debt / equity 0.0x 7.0x 0.0x
Net debt / EBITDA -3.5x 2.1x 0.0x
Debt / FCF -0.1x 2,870x -0.2x
Liabilities / assets 18.2% 96.2% 30.2%
Equity / assets 81.8% 3.8% 69.8%
Interest coverage 43.8x 4.0x 49.1x
Current ratio – 1.1x 1.9x
Quick ratio 34.6x 0.3x 0.9x
Cash ratio 28.4x 0.2x 0.1x
Altman Z-score – 1.49 4.06

Shareholder Returns

7 metrics
MetricTSBACMT
Dividend yield 3.2% – –
Net buyback yield -1.0% – 1.8%
Shareholder yield 2.1% 0.0% 1.8%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusTSBACMT
Forward P/E 14.2xFY2026 – 43.2xFY2026
EPS, next fiscal year $3.97FY2026 $-1.80FY2026 $0.49FY2026
EPS growth, next FY +8.5%FY2026 -251.3%FY2026 -67.8%FY2026
EPS growth, the year after +1.3% – +269.4%
Revenue, next fiscal year $12.98BFY2026 $90.77BFY2026 $287.34MFY2026
Revenue growth, next FY +8.3%FY2026 +1.5%FY2026 +4.9%FY2026
Revenue growth, the year after -6.2% +16.1% +2.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTSBACMT
Held by institutions 3.6% 75.6% 75.1%
Institutions holding 285 2,632 92
Change in shares held, QoQ -2.4% +2.3% +2.5%
Institutions buying 154 1,330 44
Institutions selling 80 846 26
Buyers to sellers 1.93 1.57 1.69

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

TSBACMT
TS 1.00 -0.05 0.10
BA -0.05 1.00 0.02
CMT 0.10 0.02 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TS, BA and CMT?

Boeing (BA) is the largest by market capitalisation: Tenaris (TS) $62.09B, Boeing (BA) $137.52B, Core Molding Technologies (CMT) $185.26M.

Which stock is cheaper, TS, BA and CMT?

Boeing (BA) trades on the lowest price-to-earnings ratio (Tenaris (TS) 31.4x, Boeing (BA) 18.8x, Core Molding Technologies (CMT) 26.5x). On next year's consensus earnings, Tenaris (TS) is cheapest (Tenaris (TS) 14.2x, Core Molding Technologies (CMT) 43.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Boeing (BA) grew revenue fastest over the trailing twelve months: Tenaris (TS) +2.8%, Boeing (BA) +17.5%, Core Molding Technologies (CMT) +9.4%.

Which company is more profitable?

Tenaris (TS) has the highest net margin (Tenaris (TS) 16.2%, Boeing (BA) 7.7%, Core Molding Technologies (CMT) 2.4%). On return on invested capital, Boeing (BA) leads (Tenaris (TS) 13.0%, Boeing (BA) 18.2%, Core Molding Technologies (CMT) 4.1%).

Which stock has performed better?

Over the past year Tenaris (TS) returned the most: Tenaris (TS) +40.6%, Boeing (BA) -12.7%, Core Molding Technologies (CMT) +12.1%. Over five years, Tenaris (TS) compounded fastest (Tenaris (TS) +18.0%/yr, Boeing (BA) -5.1%/yr, Core Molding Technologies (CMT) +14.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Tenaris (TS) has been the steadiest (Tenaris (TS) 28.9%, Boeing (BA) 35.6%, Core Molding Technologies (CMT) 42.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, TS, BA and CMT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Tenaris (TS) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.