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SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP
$5.81$19.9B
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Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) Financial Ratios

Latest Ratios: P/E Ratio 12.3x · EV/EBITDA 9.7x · 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$19.9B$16.3B$9.8B$10.4B$7.3B$5.0B$5.9B$10.3B$5.5B$7.1B$5.9B
Enterprise Value$26.7B$51.6B$33.4B$29.1B$24.4B$22.0B$22.7B$13.0B$15.6B$17.0B$16.0B
P/E Ratio →12.331.971.032.962.342.196.143.041.942.822.02
P/S Ratio2.730.440.270.410.330.260.330.570.340.490.42
P/B Ratio2.410.390.270.350.270.200.261.910.280.410.39
P/FCF————6.684.02—11.063.335.396.85
P/OCF12.421.991.322.151.831.281.182.451.432.161.98

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 / EBITDA9.673.641.843.193.433.473.481.742.383.223.50
EV / EBIT11.414.292.164.724.445.6410.942.363.404.243.45
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 Coverage2.862.868.614.374.515.3113.1925.869.408.728.23

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 Yield2.3%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 Yield8.1%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 Yield2.7%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
ProfitabilityStrained
Balance SheetStrained
Cash FlowBurning
Top Statement Risk

Privatization and universalization execution

Valuation Anchored by Privatization Expectations

According to current market data, SBS trades at a TTM P/E of 12.38, which appears to reflect a significant privatization premium compared to historical state-controlled utility benchmarks, as investors weigh the potential for future efficiency gains against the immediate burden of mandatory infrastructure universalization and regulatory uncertainty.

The forward P/E of 2.66 suggests that the market is pricing in a dramatic shift in earnings power, likely anticipating that the transition to private control will unlock operational efficiencies. However, investors should monitor whether this valuation remains sustainable if the regulatory framework fails to provide timely tariff adjustments to offset the massive capital expenditure requirements.

Leverage Escalation Amid Infrastructure Expansion

Based on reported financial statements, the debt-to-capital ratio has trended upward to 0.54 in 2026Q1, indicating that the company is increasingly relying on debt financing to sustain its aggressive capital expenditure program while navigating the complex transition toward a fully privatized operational model in São Paulo.

The volatility in interest coverage, which dropped to 2.29 in 2026Q1 from significantly higher levels in previous quarters, suggests that the company's ability to service its debt is becoming more sensitive to interest rate fluctuations and operational cash flow instability. This trend warrants further investigation into the long-term sustainability of the current capital structure under the New Sanitation Framework.

Dividend Sustainability Remains Highly Erratic

As indicated by the company's recent financial disclosures, dividend distributions have been inconsistent, with a 15.8% yield observed in 2025Q2 followed by periods of zero payout, reflecting the inherent tension between returning capital to shareholders and funding the massive infrastructure mandates required by the state regulator.

The high payout ratio of 110.7% in 2025Q2 suggests that dividend payments have occasionally exceeded internally generated cash, which is unsustainable for a utility facing such intense capital requirements. Investors should interpret these fluctuations as a sign that capital allocation remains secondary to the immediate, non-discretionary needs of the universalization project.

Misapplication of Standard P/E Metrics

Market participants frequently misapply standard P/E ratios to SBS by ignoring the distortive impact of IFRIC 12 construction revenue, which artificially inflates earnings and masks the underlying cash-burning nature of the company's mandatory infrastructure build-out required under the current regulatory framework in the State of São Paulo.

Using a standard P/E ratio obscures the reality that a significant portion of reported earnings is non-cash in nature, failing to account for the actual cash flow available for dividends or debt reduction. Analysts should instead focus on cash-based metrics or regulatory asset base growth to better assess the true economic value of the utility's operations.

Download Financial Ratios Data

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 12.3x. 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 9.7x. 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 12.3x. 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 2.27% 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.