Kodiak Gas Services (KGS) vs Tenaris S.A. (TS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Kodiak Gas Services (KGS) has outperformed Tenaris S.A. (TS) over the past year, gaining 58.3% versus a gain of 52.7%. Tenaris S.A. is the larger company by market cap ($28.57 billion vs $5.43 billion), about 5.3 times the size, while Kodiak Gas Services is growing revenue faster (+12.8% vs -4.3%). On valuation, Tenaris S.A. trades at a lower forward P/E (13.6x vs 17.0x for Kodiak Gas Services).
Kodiak Gas Services offers the higher dividend yield (3.65% vs 2.10%). Tenaris S.A. converts more of its revenue into profit, with a net margin of 16.1% versus 6.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | KGS | TS |
|---|---|---|
| Share price | $53.68 | $56.60 |
| Market cap | $5.43B | $28.57B |
| 1-day change | -1.76% | +1.84% |
| YTD return | +46.10% | +44.55% |
| 1-year return | +58.29% | +52.69% |
| 5-year return | — | +141.76% |
| P/E ratio (TTM) | 62.42 | 15.09 |
| Forward P/E | 16.97 | 13.57 |
| EPS (TTM) | $0.86 | $3.75 |
| Dividend yield | 3.65% | 2.10% |
| Annual dividend | $1.96 | $1.19 |
| Revenue (latest FY) | $1.31B | $11.98B |
| Revenue growth (YoY) | +12.83% | -4.33% |
| Net income (latest FY) | $80.52M | $1.93B |
| Gross margin | 63.31% | 34.39% |
| Operating margin | 25.99% | 19.06% |
| Net margin | 6.16% | 16.13% |
| 52-week high | $77.68 | $64.60 |
| 52-week low | $32.55 | $33.65 |
| Distance from 52-week high | -30.90% | -12.38% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +54.12% | +14.47% |
| Average volume | 1.77M | 1.29M |
| Shares outstanding | 101.10M | 504.82M |
| Employees | 1,300 | 26,000 |
| Sector | Utilities | Industrials |
| Industry | Natural Gas Distribution | Steel/Iron Ore |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Tenaris S.A. is about 5.3 times larger than Kodiak Gas Services by market value ($28.57B vs $5.43B).
- Kodiak Gas Services trades at a higher earnings multiple (62.4x vs 15.1x trailing P/E).
- Kodiak Gas Services offers a meaningfully higher dividend yield (3.65% vs 2.10%).
- Tenaris S.A. is more profitable, keeping 16.1 cents of every revenue dollar as net income versus 6.2 cents for Kodiak Gas Services.
- Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs -4.33%).
- The two companies sit in different sectors: Kodiak Gas Services in Utilities and Tenaris S.A. in Industrials.
About Kodiak Gas Services
KGS stock →Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.
Utilities · Natural Gas Distribution · 1,300 employees
About Tenaris S.A.
TS stock →Tenaris S.A., together with its subsidiaries, manufactures and supplies steel pipe products and related services for the energy industry and other industrial applications in North America, South America, Europe, the Middle East and Africa, and the Asia Pacific. It provides steel casings to sustain the walls of oil and gas wells during and after drilling; steel tubing for conducting crude oil and natural gas to the surface after drilling has been completed; steel line pipes to transport crude oil and natural gas from wells to refineries, storage tanks, and loading and distribution centers; and mechanical and structural pipes for the transportation of other forms of gas and liquids under high pressure.
Industrials · Steel/Iron Ore · 26,000 employees
KGS vs TS FAQ
Which is bigger, Kodiak Gas Services or Tenaris S.A.?
Tenaris S.A. (TS) is larger, with a market capitalization of $28.57B compared with $5.43B for Kodiak Gas Services (KGS).
Which stock has performed better over the past year, KGS or TS?
KGS returned +58.29% over the past 12 months, compared with +52.69% for TS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KGS or TS?
TS has the lower trailing P/E at 15.1, versus 62.4 for KGS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Kodiak Gas Services or Tenaris S.A.?
Kodiak Gas Services has the higher yield at 3.65%, compared with 2.10% for Tenaris S.A..
Are Kodiak Gas Services and Tenaris S.A. in the same industry?
No. Kodiak Gas Services is in the Utilities sector, while Tenaris S.A. is in Industrials.