COMPARE · Data as of August 21, 2026
NESR vs TDW
Verdict: Side-by-side breakdown using the Bull Rankings model. NESR scored 55.3, TDW scored 55.8 — TDW leads.
Compare another set
NESR
National Energy Services Reunited Corp. Ordinary Shares
55.3
$33.03 · $3.3B
fundamentals as of
Score gap
0.5
TDW leads
TDW
Tidewater Inc.
55.8
$95.25 · $4.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTDW19.3x
- Fastest growthNESR+23.5%
- Strongest balance sheetNESR0.29
- Highest qualityTDW68 / 100
- Largest discount to fair valueTDW-53%
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)
NESR
stronger →← stronger
TDW
56
Qualityreturns · margins · balance sheet
68
50
Growthrevenue & earnings expansion
43
60
Valuevaluation vs sector peers
60
NESR and TDW split the three pillars evenly.
Fundamentals, head-to-head
NESR
TDW
$156mC
FCF
$271mC
+23.5%A-
Rev
-1.0%D+
0.29A-
D/E
0.45B
35.9xC
P/E
19.3xC+
0.76A-
PEG
0.18A
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
NESR
TDW
9% below
Price vs fair valuelower is cheaper
53% below
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
-16%
1-yr DCF upside
+60%
+10%
5-yr DCF upside
+112%
+65%
10-yr DCF upside
+228%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NESR
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
TDW
No notable signals flagged.
The companies
NESRNational Energy Services Reunited Corp. Ordinary Shares
Why now
Oil & Gas Equipment & Services · market cap $3.3b. 11% off the 52-week high of $36.94. Revenue growing +24%, comfortably above the S&P median. PEG 0.76 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $43.00 (implying +30% upside).
Moat
FCF converts 167% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
TDWTidewater Inc.
Why now
Oil & Gas Equipment & Services · market cap $4.7b. Trading near 52-week high of $97.50 — momentum setup, limited technical margin of safety. PEG 0.18 — 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 -5% 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
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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 NESR and TDW diverge
On the headline score the gap is 0.5 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.
- QualityNESR 56.5 · TDW 67.6TDW +11.1
- GrowthNESR 50.0 · TDW 42.7NESR +7.3
- ValueNESR 60.0 · TDW 60.3level
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.