COMPARE · Reviewed July 9, 2026
SBS vs VST
Verdict: Side-by-side breakdown using the Bull Rankings model. SBS scored 63.9, VST scored 73.6 — VST leads.
Compare another set
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
63.9
$5.84 · $20.5B
Score gap
9.7
VST leads
VST
Vistra Corp.
73.6
$157.98 · $53.3B
The model, pillar by pillar (0–100 each)
SBS
stronger →← stronger
VST
54
Qualityreturns · margins · balance sheet
64
90
Growthrevenue & earnings expansion
92
74
Valuevaluation vs sector peers
67
VST is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SBS
VST
-$1.8bF
FCF
$1.8bC+
+41.3%A
Rev
+19.1%B+
1.18B+
D/E
3.55D
2.6xB
P/S
—
0.47A
PEG
0.47A
—
P/E
26.4xC
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SBS
VST
—
Price vs fair valuelower is cheaper
68% above
—
1-yr DCF upside
-54%
—
5-yr DCF upside
-40%
—
10-yr DCF upside
-13%
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
- Short track record
- 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 $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.
VSTVistra Corp.
Why now
Utilities - Independent Power Producers · market cap $53.3b. Down 28% from 52-week high of $219.82 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. PEG 0.47 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $222.89 (implying +41% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $53.3b 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
D/E 3.55 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.41 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
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.