COMPARE · Reviewed July 9, 2026
BIPC vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. BIPC scored 64.6, SBS scored 63.9 — BIPC leads.
Compare another set
BIPC
Brookfield Infrastructure Corporation
64.6
$39.18 · $4.8B
Score gap
0.7
BIPC leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
63.9
$5.84 · $20.5B
The model, pillar by pillar (0–100 each)
BIPC
stronger →← stronger
SBS
75
Qualityreturns · margins · balance sheet
54
44
Growthrevenue & earnings expansion
90
82
Valuevaluation vs sector peers
74
BIPC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BIPC
SBS
$2mC-
FCF
-$1.8bF
+0.1%C
Rev
+41.3%A
7.06D
D/E
1.18B+
1.3xA-
P/S
2.6xB
—
PEG
0.47A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BIPC
SBS
12631% above
Price vs fair valuelower is cheaper
—
-99%
1-yr DCF upside
—
-99%
5-yr DCF upside
—
-99%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BIPC
Why this score
- Raising its dividend
- Durable high returns
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Short track record
- Foreign reporter (BRL)
The companies
BIPCBrookfield Infrastructure Corporation
Why now
Utilities - Regulated Gas · market cap $4.8b. Down 24% from 52-week high of $51.72 — deep drawdown territory.
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 7.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. 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.
SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP
Why now
Utilities - Regulated Water · market cap $20.5b. 18% off the 52-week high of $7.16. 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 +17% 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.