COMPARE · Data as of August 21, 2026
MWH vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. MWH scored 72.0, SBS scored 60.5 — MWH leads.
Compare another set
MWH
SOLV Energy, Inc.
72
$28.34 · $5.7B
fundamentals as of
Score gap
11.5
MWH leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
60.5
$4.61 · $16.2B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSBS+41.3%
- Strongest balance sheetMWH0.10
- Highest qualityMWH75 / 100
- Largest discount to fair valueMWH-34%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MWH
stronger →← stronger
SBS
75
Qualityreturns · margins · balance sheet
55
95
Growthrevenue & earnings expansion
80
87
Valuevaluation vs sector peers
70
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
1.14B+
48.0xD
P/E
—
1.17B+
PEG
0.47A
—
P/S
2.1xB+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MWH
SBS
34% below
Price vs fair valuelower is cheaper
—
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+15%
1-yr DCF upside
—
+51%
5-yr DCF upside
—
+125%
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
- Foreign reporter (BRL)
The companies
MWHSOLV Energy, Inc.
Why now
Utilities - Renewable · market cap $5.7b. 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 $45.18 (implying +59% 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 48x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 3.8% 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 $16.2b. Down 36% 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 $6.76 (implying +47% 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. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
MWH leads SBS by 8.7 points (72.0 to 63.3), its sharpest advantage coming in FCF (grade C). A contrarian could still prefer SBS for its stronger PEG (grade A). Note they play different roles — MWH screens as growth, SBS screens as spec — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where MWH and SBS diverge
On the headline score the gap is 11.5 points in favor of MWH. The widest single difference is Quality, where MWH leads by 20.1 points.
- QualityMWH 74.9 · SBS 54.8MWH +20.1
- ValueMWH 86.5 · SBS 69.8MWH +16.7
- GrowthMWH 95.2 · SBS 79.6MWH +15.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.