COMPARE · Reviewed August 3, 2026
AEP vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. AEP scored 65.7, SBS scored 63.5 — AEP leads.
Compare another set
Different reporting periods. AEP's fundamentals are as of March 2026, but SBS's are as of December 2024 — a 15-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AEP
American Electric Power Company, Inc.
65.7
$128.32 · $69.9B
fundamentals as of
Score gap
2.2
AEP leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
63.5
$5.43 · $19.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
AEP
stronger →← stronger
SBS
60
Qualityreturns · margins · balance sheet
54
74
Growthrevenue & earnings expansion
90
65
Valuevaluation vs sector peers
72
SBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AEP
SBS
$2.6bB
FCF
-$1.8bF
+8.2%B
Rev
+41.3%A
1.61B
D/E
1.18B+
22.2xC+
P/E
—
2.18C
PEG
0.47A
—
P/S
2.4xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AEP
SBS
1% above
Price vs fair valuelower is cheaper
—
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-7%
1-yr DCF upside
—
-1%
5-yr DCF upside
—
+9%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AEP
No notable signals flagged.
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Short track record
- Foreign reporter (BRL)
The companies
AEPAmerican Electric Power Company, Inc.
Why now
Utilities - Regulated Electric · market cap $69.9b. 9% off the 52-week high of $140.58. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $145.52 (implying +13% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $69.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP
Why now
Utilities - Regulated Water · market cap $19.0b. Down 24% from 52-week high of $7.16 — deep drawdown territory. Revenue growing +41% — in hypergrowth territory. PEG 0.47 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $6.84 (implying +26% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Free cash flow is negative (-$1.8b) — capital raises or debt issuance likely required; dilution / leverage risk.
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.