Verdict: Side-by-side breakdown using the Bull Rankings model. TDW scored 49.9, INVX scored 50.2 — INVX leads.
Compare another set
TDW
Tidewater Inc.
Oil & Gas Equipment & Services · Quality-Growth
49.9
$85.42 · $4.3B
fundamentals as of
Score gap
0.3
INVX leads
INVX
Innovex International, Inc.
Oil & Gas Equipment & Services · Quality-Growth
50.2
$28.06 · $2.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTDW17.4x
Fastest growthINVX+48.0%
Strongest balance sheetINVX0.07
Highest qualityTDW66 / 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)
TDW
stronger →← stronger
INVX
66
Qualityreturns · margins · balance sheet
55
44
Growthrevenue & earnings expansion
50
42
Valuevaluation vs sector peers
46
INVX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TDW
INVX
$271mC
FCF
$124mC
-1.0%D+
Rev
+48.0%A
0.47B
D/E
0.07A
17.4xB
P/E
31.5xC
0.51A-
PEG
1.46B
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
TDW
INVX
54% below
Price vs fair valuelower is cheaper
19% below
~-4%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~8%/yr
+65%
1-yr DCF upside
-1%
+117%
5-yr DCF upside
+23%
+228%
10-yr DCF upside
+70%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Oil & Gas Equipment & Services · market cap $4.3b. 16% off the 52-week high of $101.58. PEG 0.51 — paying under fair value for the growth rate. 8 sell-side analysts publish a mean 1-yr target of $94.88 (implying +11% 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% is above 15% — 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.
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.
Oil & Gas Equipment & Services · market cap $2.0b. 17% off the 52-week high of $33.71. Revenue growing +48% — in hypergrowth territory. 5 sell-side analysts publish a mean 1-yr target of $33.40 (implying +19% upside).
Moat
Free cash flow runs well ahead of reported net income, mostly because of depreciation and amortization ($76m) — non-cash charges that hold down reported earnings while cash generation stays strong.
Risk
Trailing P/E 32x 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.
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 TDW and INVX diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityTDW 66.4 · INVX 55.0TDW +11.4
GrowthTDW 44.5 · INVX 50.0INVX +5.5
ValueTDW 42.1 · INVX 45.9INVX +3.8
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is INVX or TDW the better stock?
INVX scores higher: INVX 50.2, TDW 49.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do INVX and TDW differ most?
The widest gap is quality, where TDW leads by 11 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are INVX and TDW scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.