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SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP
$5.17$17.7B
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Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) Financial Ratios

Latest Ratios: P/E Ratio 11.1x · EV/EBITDA 8.9x · ROE 20.9%. (2001–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

SBS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$17.7B$16.3B$9.8B$10.4B$7.3B$5.0B$5.9B$10.3B$5.5B$7.1B$5.9B
Enterprise Value$24.5B$51.6B$33.4B$29.1B$24.4B$22.0B$22.7B$13.0B$15.6B$17.0B$16.0B
P/E Ratio →11.071.971.032.962.342.196.143.041.942.822.02
P/S Ratio2.450.440.270.410.330.260.330.570.340.490.42
P/B Ratio2.160.390.270.350.270.200.261.910.280.410.39
P/FCF————6.684.02—11.063.335.396.85
P/OCF11.151.991.322.151.831.281.182.451.432.161.98

P/E links to full P/E history page with 30-year chart

SBS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.380.921.141.101.131.280.720.971.161.14
EV / EBITDA8.933.641.843.193.433.473.481.742.383.223.50
EV / EBIT10.543.292.164.724.445.6410.942.363.404.243.45
EV / FCF————22.3717.62—13.989.4512.8018.47

SBS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin36.6%36.6%54.1%37.2%34.9%34.3%37.2%43.6%43.5%39.9%36.1%
Operating Margin32.2%32.2%42.9%24.8%21.1%21.0%25.2%31.8%32.2%27.1%24.3%
Net Profit Margin22.2%22.2%26.5%13.8%14.2%11.8%5.5%18.7%17.6%17.2%20.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE20.9%20.9%28.7%12.3%11.9%9.7%6.9%27.0%15.3%15.3%20.2%
ROA8.9%8.9%13.5%5.9%5.7%4.5%3.1%12.2%6.8%6.6%8.4%
ROIC13.1%13.1%21.3%10.2%8.1%7.5%14.1%22.7%13.6%11.2%10.1%
ROCE15.2%15.2%25.4%12.2%9.4%8.9%16.5%23.7%14.2%11.8%11.0%

SBS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.940.940.680.650.690.710.760.610.670.690.78
Debt / EBITDA2.822.821.392.142.672.792.640.442.002.302.61
Net Debt / Equity—0.830.640.630.630.680.740.500.520.560.65
Net Debt / EBITDA2.492.491.302.052.412.682.580.361.541.872.20
Debt / FCF————15.6913.60—2.926.127.4111.61
Interest Coverage3.723.728.614.374.515.3113.1925.869.408.728.23

SBS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.121.120.890.931.091.281.090.761.040.960.89
Quick Ratio1.121.120.890.921.081.251.070.751.030.940.88
Cash Ratio0.750.750.450.390.530.620.650.350.560.480.44
Asset Turnover—0.350.450.420.390.370.351.560.370.370.38
Inventory Turnover1073.121073.121534.76186.63115.50112.77106.63578.83138.52102.47155.39
Days Sales Outstanding———————————

SBS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.5%14.2%———5.1%—7.2%11.9%10.7%2.3%
Payout Ratio27.9%27.9%———11.0%—22.0%23.0%30.4%4.7%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield9.0%50.7%97.6%33.8%42.7%45.6%16.3%32.9%51.6%35.4%49.4%
FCF Yield————15.0%24.9%—9.0%30.1%18.6%14.6%
Buyback Yield0.5%2.9%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield3.0%17.1%0.0%0.0%0.0%5.1%0.0%7.2%11.9%10.7%2.3%
Shares Outstanding—$3.4B$3.4B$3.4B$3.4B$3.4B$3.4B$3.4B$3.4B$3.4B$3.4B

Key Metrics

Growth RegimeMixed
ProfitabilityStable
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Capex financing and regulatory lag

Discounted P/E Reflects Privatization Hopes

SABESP trades at a P/E of 10.91, sharply below the 23-25x range of U.S. water peers, with a 2.6% dividend yield, per current valuation metrics, suggesting the market prices in Brazilian risk and potential efficiency gains.

The forward P/E of 2.61 is extraordinarily low, implying the market expects a dramatic earnings surge, likely from privatization-driven margin expansion and RAB growth. However, the dividend yield of 2.6% is in line with U.S. peers, indicating that income investors are not yet demanding a premium for the transition risk. The PEG of 0.20 suggests the market is pricing in high growth, but this may be optimistic given the regulatory lag and capex intensity.

Earned ROE Lags Authorized Return

SABESP's trailing ROE of 4.0% in 2026Q1, as reported in financial statements, falls well below the approximately 8% regulatory return on its asset base, indicating a significant regulatory lag that may compress near-term earnings power.

The gap between earned and allowed ROE suggests that tariff adjustments have not kept pace with the expanding rate base, a common issue during heavy capex cycles. If the regulator (ARSESP) continues to adjust tariffs annually, the gap may close, but the timing is uncertain. Investors should monitor the pace of tariff revisions, as a prolonged lag could pressure the stock's valuation despite the low P/E.

Operating Margin Resilience Amid Cost Pressures

Operating margin averaged 32.23% over the last four quarters, per SABESP's reported figures, despite electricity cost volatility and IFRIC 12 distortions, indicating effective cost recovery mechanisms but with sensitivity to power price spikes.

The 2025Q3 dip to 27.4% highlights the vulnerability to electricity costs, which are passed through with a lag. The 2026Q1 margin of 34.1% suggests recovery, but the sustainability depends on regulatory timing. The high fixed-cost base and depreciation of concession rights mean that margin stability is crucial for cash generation, especially as capex accelerates.

Leverage Creeps Toward Regulatory Limits

Debt-to-capital rose to 0.54 in 2026Q1, up from 0.40 a year earlier, as per SABESP's balance sheet, reflecting a $10.8B debt increase to fund the capex surge, which may strain regulatory capital structure parameters.

The interest coverage ratio of 2.59 in 2026Q1 is thin, and the FFO/debt of 2.77% is weak, indicating that cash flow generation is not yet covering the increased debt burden. If the capex program continues at this pace, leverage could approach or exceed the regulatory limit, potentially forcing equity issuance or a slowdown in investment. The current ratio of 1.74 provides some liquidity buffer, but the trend is concerning.

Dividend Coverage Thin Amid Capex Push

Dividend payout reached 110.7% of earnings in 2025Q2, as reported in SABESP's financial statements, with a yield of 15.8%, indicating that dividends are not fully covered by earnings and may be funded by debt or cash reserves.

The high payout ratio, combined with the massive capex program, suggests a tension between returning cash to shareholders and funding universalization. The 2.6% current yield is more sustainable, but the historical payout volatility indicates that dividend policy may be influenced by state fiscal needs. Investors should monitor whether the privatization leads to a more disciplined payout ratio that aligns with internal funding requirements.

P/E Misleads on Utility Earnings Power

Comparing SABESP's P/E to industrial companies is misleading because utility earnings are anchored to the regulatory allowed ROE, not growth, and IFRIC 12 construction revenue inflates earnings, as per SABESP's reported figures.

The low P/E of 10.91 may appear cheap, but it reflects the regulatory compact and the risk of regulatory lag. A more appropriate metric is the ratio of market value to regulatory asset base (RAB), which captures the allowed return on invested capital. Additionally, analysts should adjust for IFRIC 12 revenue, which inflates earnings without cash flow, and for FX volatility on debt, to get a true picture of core profitability.

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Includes 30+ ratios · 25 years · Updated daily

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SBS — Frequently Asked Questions

Quick answers to the most common questions about buying SBS stock.

What is Companhia de Saneamento Básico do Estado de São Paulo - SABESP's P/E ratio?

Companhia de Saneamento Básico do Estado de São Paulo - SABESP's current P/E ratio is 11.1x. The historical average is 3.1x. This places it at the 100th percentile of its historical range.

What is Companhia de Saneamento Básico do Estado de São Paulo - SABESP's EV/EBITDA?

Companhia de Saneamento Básico do Estado de São Paulo - SABESP's current EV/EBITDA is 8.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 3.7x.

What is Companhia de Saneamento Básico do Estado de São Paulo - SABESP's ROE?

Companhia de Saneamento Básico do Estado de São Paulo - SABESP's return on equity (ROE) is 20.9%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 11.9%.

Is SBS stock overvalued?

Based on historical data, Companhia de Saneamento Básico do Estado de São Paulo - SABESP is trading at a P/E of 11.1x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Companhia de Saneamento Básico do Estado de São Paulo - SABESP's dividend yield?

Companhia de Saneamento Básico do Estado de São Paulo - SABESP's current dividend yield is 2.53% with a payout ratio of 27.9%.

What are Companhia de Saneamento Básico do Estado de São Paulo - SABESP's profit margins?

Companhia de Saneamento Básico do Estado de São Paulo - SABESP has 36.6% gross margin and 32.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Companhia de Saneamento Básico do Estado de São Paulo - SABESP have?

Companhia de Saneamento Básico do Estado de São Paulo - SABESP's Debt/EBITDA ratio is 2.8x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.