Gerdau (GGB) Competitors

Tenaris (NYSE:TS) and Gerdau (NYSE:GGB) are both industrials companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, valuation, risk, institutional ownership, media sentiment, earnings, community ranking, analyst recommendations and dividends.

Do analysts rate TS or GGB?

Tenaris presently has a consensus target price of $44.00, indicating a potential upside of 33.39%. Gerdau has a consensus target price of $3.95, indicating a potential upside of 44.95%. Given Gerdau's higher possible upside, analysts plainly believe Gerdau is more favorable than Tenaris.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Tenaris	2 Sell rating(s)	1 Hold rating(s)	5 Buy rating(s)	0 Strong Buy rating(s)	2.38
Gerdau	0 Sell rating(s)	2 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	2.00

Do insiders and institutionals hold more shares of TS or GGB?

10.4% of Tenaris shares are owned by institutional investors. Comparatively, 1.5% of Gerdau shares are owned by institutional investors. 0.2% of Tenaris shares are owned by insiders. Comparatively, 0.0% of Gerdau shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Is TS or GGB a better dividend stock?

Tenaris pays an annual dividend of $2.24 per share and has a dividend yield of 6.8%. Gerdau pays an annual dividend of $0.07 per share and has a dividend yield of 2.6%. Tenaris pays out 68.3% of its earnings in the form of a dividend. Gerdau pays out 24.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Is TS or GGB more profitable?

Tenaris has a net margin of 16.26% compared to Gerdau's net margin of 7.03%. Tenaris' return on equity of 11.76% beat Gerdau's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Tenaris	16.26%	11.76%	9.58%
Gerdau	7.03%	7.74%	5.23%

Does the MarketBeat Community believe in TS or GGB?

Tenaris received 143 more outperform votes than Gerdau when rated by MarketBeat users. Likewise, 62.03% of users gave Tenaris an outperform vote while only 58.52% of users gave Gerdau an outperform vote.

Company	Underperform	Outperform
Tenaris	Outperform Votes 428 62.03%	Underperform Votes 262 37.97%
Gerdau	Outperform Votes 285 58.52%	Underperform Votes 202 41.48%

Which has more risk and volatility, TS or GGB?

Tenaris has a beta of 1.27, suggesting that its share price is 27% more volatile than the S&P 500. Comparatively, Gerdau has a beta of 1.43, suggesting that its share price is 43% more volatile than the S&P 500.

Does the media favor TS or GGB?

In the previous week, Tenaris had 5 more articles in the media than Gerdau. MarketBeat recorded 11 mentions for Tenaris and 6 mentions for Gerdau. Gerdau's average media sentiment score of 1.53 beat Tenaris' score of 1.23 indicating that Gerdau is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Tenaris	9 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Gerdau	6 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Very Positive

Which has higher earnings and valuation, TS or GGB?

Tenaris has higher earnings, but lower revenue than Gerdau. Gerdau is trading at a lower price-to-earnings ratio than Tenaris, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Tenaris	$12.00B	1.60	$3.92B	$3.28	10.06
Gerdau	$68.19B	0.08	$1.50B	$0.29	9.40

Summary

Tenaris beats Gerdau on 15 of the 20 factors compared between the two stocks.