COMPARE · Data as of August 21, 2026
SBS vs VST
Verdict: Side-by-side breakdown using the Bull Rankings model. SBS scored 60.5, VST scored 73.8 — VST leads.
Compare another set
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
60.5
$4.61 · $16.2B
Score gap
13.3
VST leads
VST
Vistra Corp.
73.8
$136.21 · $45.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSBS+41.3%
- Strongest balance sheetSBS1.14
- Highest qualityVST65 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
SBS
stronger →← stronger
VST
55
Qualityreturns · margins · balance sheet
65
80
Growthrevenue & earnings expansion
88
70
Valuevaluation vs sector peers
70
VST is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SBS
VST
-$1.8bF
FCF
$2.3bB
+41.3%A
Rev
+18.6%B+
1.14B+
D/E
3.73D
2.1xB+
P/S
—
0.47A
PEG
0.41A
—
P/E
23.0xC+
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
SBS
VST
—
Price vs fair valuelower is cheaper
17% above
—
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
—
1-yr DCF upside
-34%
—
5-yr DCF upside
-14%
—
10-yr DCF upside
+25%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Foreign reporter (BRL)
VST
No notable signals flagged.
The companies
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.
VSTVistra Corp.
Why now
Utilities - Independent Power Producers · market cap $45.7b. Down 38% from 52-week high of $219.82 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. PEG 0.41 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $219.72 (implying +61% upside).
Moat
ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 3.73 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.43 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
VST leads SBS by 11.6 points (74.9 to 63.3), its sharpest advantage coming in FCF (grade B). A contrarian could still prefer SBS for its stronger D/E (grade B+). Note they play different roles — SBS screens as spec, VST screens as value — 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 SBS and VST diverge
On the headline score the gap is 13.3 points in favor of VST. The widest single difference is Quality, where VST leads by 10.0 points.
- QualitySBS 54.8 · VST 64.8VST +10.0
- GrowthSBS 79.6 · VST 88.3VST +8.7
- ValueSBS 69.8 · VST 70.2level
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.