COMPARE · Reviewed July 13, 2026
NEE vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. NEE scored 62.6, SBS scored 64.0 — SBS leads.
Compare another set
NEE
NextEra Energy, Inc.
62.6
$88.38 · $184.3B
Score gap
1.4
SBS leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
64
$5.93 · $20.8B
The model, pillar by pillar (0–100 each)
NEE
stronger →← stronger
SBS
60
Qualityreturns · margins · balance sheet
54
70
Growthrevenue & earnings expansion
90
58
Valuevaluation vs sector peers
74
SBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NEE
SBS
$2.4bB
FCF
-$1.8bF
+8.3%B
Rev
+41.3%A
1.57B
D/E
1.18B+
22.4xB
P/E
—
1.93C+
PEG
0.47A
—
P/S
2.7xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NEE
SBS
242% above
Price vs fair valuelower is cheaper
—
~37%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-73%
1-yr DCF upside
—
-71%
5-yr DCF upside
—
-67%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NEE
Why this score
- Raising its dividend
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Short track record
- Foreign reporter (BRL)
The companies
NEENextEra Energy, Inc.
Why now
Utilities - Regulated Electric · market cap $184.3b. 11% off the 52-week high of $98.75. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $99.25 (implying +12% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $184.3b 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 $20.8b. 17% 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 +15% 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.