Tidewater Midstream and Infrastructure Ltd. (TWM.TO)

Tidewater Midstream and Infrastructure Ltd. (TWM.TO) — VMCI valuation read

The headline on Tidewater Midstream and Infrastructure Ltd. (TWM.TO) is a 32/100 VMCI score, set against a Energy sector median of 50. That 18-point below-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value drag is in the data.

TWM.TO insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.

**Investor frame.** TWM.TO trades at 19.0x earnings, 6% above the Energy median of 18.0x sets the value side. ROIC of 15.0% sits 5.0pp above the Energy median (10.0%) sets the quality side. Net debt to EBITDA of 0.4x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on TWM.TO.

TWM.TO rose 1.3% over the trailing 7 days, with a -15.9% read on a 30-day basis.