COMPARE · Reviewed July 9, 2026
MWH vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. MWH scored 72.0, SBS scored 63.9 — MWH leads.
Compare another set
MWH
SOLV Energy, Inc.
72
$28.43 · $6.0B
Score gap
8.1
MWH 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)
MWH
stronger →← stronger
SBS
77
Qualityreturns · margins · balance sheet
54
100
Growthrevenue & earnings expansion
90
84
Valuevaluation vs sector peers
74
MWH is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MWH
SBS
$368mC
FCF
-$1.8bF
+34.8%A
Rev
+41.3%A
0.10A
D/E
1.18B+
45.1xD
P/E
—
1.30B
PEG
0.47A
—
P/S
2.6xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MWH
SBS
18% below
Price vs fair valuelower is cheaper
—
+3%
1-yr DCF upside
—
+22%
5-yr DCF upside
—
+58%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MWH
Why this score
- Short track record
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Short track record
- Foreign reporter (BRL)
The companies
MWHSOLV Energy, Inc.
Why now
Utilities - Renewable · market cap $6.0b. Down 41% from 52-week high of $48.40 — deep drawdown territory. Revenue growing +35% — in hypergrowth territory. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $48.36 (implying +70% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 45x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.