COMPARE · Data as of August 27, 2026
INVX vs TDW
Verdict: Side-by-side breakdown using the Bull Rankings model. INVX scored 45.5, TDW scored 55.9 — TDW leads.
Compare another set
INVX
Innovex International, Inc.
45.5
$29.84 · $2.1B
fundamentals as of
Score gap
10.4
TDW leads
TDW
Tidewater Inc.
55.9
$93.04 · $4.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTDW18.9x
- Fastest growthINVX+15.0%
- Strongest balance sheetINVX0.07
- Highest qualityTDW68 / 100
- Largest discount to fair valueTDW-54%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
INVX
stronger →← stronger
TDW
56
Qualityreturns · margins · balance sheet
68
50
Growthrevenue & earnings expansion
43
34
Valuevaluation vs sector peers
60
TDW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
INVX
TDW
$130mC
FCF
$271mC
+15.0%B+
Rev
-1.0%D+
0.07A
D/E
0.45B
33.5xC
P/E
18.9xB
1.55C+
PEG
0.17A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
INVX
TDW
27% below
Price vs fair valuelower is cheaper
54% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
+8%
1-yr DCF upside
+64%
+36%
5-yr DCF upside
+117%
+91%
10-yr DCF upside
+235%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
INVX
Why this score
- Cyclical growth
TDW
No notable signals flagged.
The companies
INVXInnovex International, Inc.
Why now
Oil & Gas Equipment & Services · market cap $2.1b. 11% off the 52-week high of $33.71. Revenue growing +15%, comfortably above the S&P median. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $33.40 (implying +12% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 6% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
TDWTidewater Inc.
Why now
Oil & Gas Equipment & Services · market cap $4.6b. 5% off the 52-week high of $97.50. PEG 0.17 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $90.86 (implying -2% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where INVX and TDW diverge
On the headline score the gap is 10.4 points in favor of TDW. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueINVX 33.9 · TDW 60.5TDW +26.6
- QualityINVX 55.6 · TDW 67.6TDW +12.0
- GrowthINVX 50.0 · TDW 42.7INVX +7.3
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.