TDW
Tidewater Inc.Energy · $4.1B market cap
Verdict
Share price
$82.42
close of Oct 3, 2026
Fair value
$123.01
Sticker Price
Payback Price
$49.20
buy price
TDW is Undervalued: at $82.42 it trades 33% below its fair value of $123.01. Its buy price (Payback Price) is $49.20, 40% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold TDW. In Q2 2026, 1 added. Who we track
Third Avenue Management
Third Avenue Management · as of Q2 2026
$62.2M
934,121 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$5.1M
76,423 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$2.0M
29,555 shares
Moves in Q2 2026
Added: Tweedy Browne
Insider activity
Since Jun 16, 2026: no open-market purchases, 4 sales worth $4.5M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Hudson Daniel A.
EVP, CLO & Corporate Secretary · 2026-09-02
Sold
$1.5M
Traub Kenneth
director · 2026-09-02
Sold
$990K
Rubio Samuel R
EVP, CFO & CAO · 2026-08-12
Sold
$1.6M
Hudson Daniel A.
EVP, CLO & Corporate Secretary · 2026-08-10
Sold
$445K
Other filings
Hudson Daniel A.
EVP, CLO & Corporate Secretary · 2026-08-20
G-Gift
200 shares
ROBOTTI ROBERT
director · 2026-06-16
Award
$125K
Traub Kenneth
director · 2026-06-16
Award
1,760 shares
FAGERSTAL DICK
director · 2026-06-16
Award
1,760 shares
Zabrocky Lois K
director · 2026-06-16
Award
1,760 shares
Show all 7 other filingsShow fewer
Cougle Melissa
director · 2026-06-16
Award
1,760 shares
RASPINO LOUIS
director · 2026-06-16
Award
1,760 shares
About Tidewater Inc.
Tidewater Inc., along with its subsidiaries, provides essential marine support and transportation services globally for the offshore energy industry, leveraging its diverse fleet of specialized vessels. Its core activities include facilitating offshore oil and natural gas exploration, field development, and production, as well as contributing to windfarm development and maintenance. These critical services range…
Oil & Gas Equipment & Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works