COMPARE · Reviewed July 23, 2026
FE vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. FE scored 61.9, SBS scored 63.6 — SBS leads.
Compare another set
FE
FirstEnergy Corp.
61.9
$49.49 · $28.6B
Score gap
1.7
SBS leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
63.6
$5.73 · $20.1B
The model, pillar by pillar (0–100 each)
FE
stronger →← stronger
SBS
55
Qualityreturns · margins · balance sheet
54
82
Growthrevenue & earnings expansion
88
53
Valuevaluation vs sector peers
75
SBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FE
SBS
-$1.7bF
FCF
-$1.8bF
+11.3%B
Rev
+41.3%A
1.99C
D/E
1.18B+
1.8xB+
P/S
2.6xB+
1.72C+
PEG
0.47A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Model signals
FE
Why this score
- Durable high returns
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Short track record
- Foreign reporter (BRL)
The companies
FEFirstEnergy Corp.
Why now
Utilities - Regulated Electric · market cap $28.6b. 5% off the 52-week high of $52.34. Revenue growing +11%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $52.92 (implying +7% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$1.7b) — capital raises or debt issuance likely required; dilution / leverage risk.
SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP
Why now
Utilities - Regulated Water · market cap $20.1b. 20% 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 +19% 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.