DUK-P-A vs SBS

Comparison between Duke Energy Corp (DUK-P-A, Company) and Companhia de Saneamento Basico do Estado de Sao Paulo. (SBS, Company).

5-Year PerformanceSBS has outperformed DUK-P-A, delivering a return of +35.8% compared to +2.4%

DUK-P-A vs SBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUK-P-A(COMPANY)	SBS(COMPANY)
Market Cap	$19B	$19B
Max Drawdown	21.15%	77.98%
Sharpe Ratio	0.08	1.15
5Y Beta	0.13	0.53
Industry	Other	Utilities - Regulated Water
P/E Ratio	3.75	11.71
Forward P/E	N/A	15.72
PEG Ratio	0.51	0.47
Dividend Yield	N/A	0.62%
5Y Dividends CAGR	4.56%	39.15%
5Y EPS CAGR	28.45%	16.41%
Debt to Equity	161.36%	117.73%
Free Cash Flow Yield	-17.11%	-4.79%
P/S Ratio	N/A	0.48
P/B Ratio	N/A	2.22

Market Cap

Winner

DUK-P-A

$19B

SBS

$19B

Max Drawdown

Winner

DUK-P-A

21.15%

SBS

77.98%

Sharpe Ratio

DUK-P-A

0.08

Winner

SBS

1.15

5Y Beta

Winner

DUK-P-A

0.13

SBS

0.53

Industry

DUK-P-A

Other

SBS

Utilities - Regulated Water

P/E Ratio

Winner

DUK-P-A

3.75

SBS

11.71

Forward P/E

DUK-P-A

N/A

SBS

15.72

PEG Ratio

DUK-P-A

0.51

Winner

SBS

0.47

Dividend Yield

DUK-P-A

N/A

SBS

0.62%

5Y Dividends CAGR

DUK-P-A

4.56%

Winner

SBS

39.15%

5Y EPS CAGR

Winner

DUK-P-A

28.45%

SBS

16.41%

Debt to Equity

DUK-P-A

161.36%

Winner

SBS

117.73%

Free Cash Flow Yield

DUK-P-A

-17.11%

Winner

SBS

-4.79%

P/S Ratio

DUK-P-A

N/A

SBS

0.48

P/B Ratio

DUK-P-A

N/A

SBS

2.22

DUK-P-A vs SBS - Historical Returns

Returns include dividend reinvestment.

Period	DUK-P-A	SBS
1 month	-1.21%	-7.57%
3 months	-0.65%	-19.03%
6 months	+0.25%	-1.98%
1 year	+4.29%	+41.97%
5 years(CAGR)	+2.44%	+35.83%
10 years(CAGR)	N/A	+14.28%
Max(CAGR)	+5.03%	+15.58%

Winner

DUK-P-A

-1.21%

SBS

-7.57%

Winner

DUK-P-A

-0.65%

SBS

-19.03%

Winner

DUK-P-A

+0.25%

SBS

-1.98%

DUK-P-A

+4.29%

Winner

SBS

+41.97%

5Y(CAGR)

DUK-P-A

+2.44%

Winner

SBS

+35.83%

10Y(CAGR)

DUK-P-A

N/A

SBS

+14.28%

Max(CAGR)

DUK-P-A

+5.03%

Winner

SBS

+15.58%

DUK-P-A vs SBS - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	DUK-P-A	SBS
2026	+0.57%	+10.96%
2025	+6.33%	+79.72%
2024	+5.05%	-2.40%
2023	+8.60%	+61.80%
2022	-9.48%	+53.93%
2021	+1.88%	-8.68%
2020	+7.86%	-40.64%
2019	+13.32%	+70.66%
2018	N/A	-21.57%
2017	N/A	+21.95%
2016	N/A	+95.94%
2015	N/A	-25.40%
2014	N/A	-40.12%
2013	N/A	-16.94%
2012	N/A	+51.68%
2011	N/A	+4.02%
2010	N/A	+38.45%
2009	N/A	+68.74%
2008	N/A	-47.84%
2007	N/A	+39.52%
2006	N/A	+102.94%
2005	N/A	+32.95%
2004	N/A	+12.92%
2003	N/A	+137.18%
2002	N/A	-42.09%

DUK-P-A vs SBS Drawdown Comparison

The maximum drawdown for DUK-P-A was -20.14%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

The maximum drawdown for SBS was -76.46%, occurring on Sep 28, 2015. Recovery took 1579 trading sessions.

The current DUK-P-A drawdown is -1.57%. The current SBS drawdown is -24.17%.

Rank	DUK-P-A	SBS
#1	-20.14% Feb 10, 2020 - Jul 17, 2020	-76.46% Apr 10, 2013 - Jul 18, 2019
#2	-14.94% Aug 6, 2021 - Jan 19, 2024	-69.77% May 15, 2008 - Dec 21, 2010
#3	-5.62% Dec 30, 2020 - Apr 26, 2021	-61.91% Jan 28, 2020 - Dec 6, 2023
#4	-4.24% Oct 16, 2024 - Feb 13, 2025	-59.65% May 16, 2002 - Aug 28, 2003
#5	-3.65% Mar 7, 2024 - Jun 6, 2024	-39.76% Jan 12, 2004 - Feb 17, 2005
#6	-3.54% Sep 4, 2019 - Oct 14, 2019	-28.80% May 9, 2006 - Aug 17, 2006
#7	-3.41% Aug 20, 2020 - Oct 23, 2020	-25.99% Jun 3, 2011 - Jan 25, 2012
#8	-3.38% Mar 3, 2026 - May 8, 2026	-25.87% Apr 21, 2026 - Jun 18, 2026
#9	-3.28% Mar 17, 2025 - Jun 4, 2025	-23.79% Aug 14, 2024 - Apr 3, 2025
#10	-3.16% Oct 14, 2019 - Dec 23, 2019	-23.24% Jul 23, 2007 - Sep 25, 2007
#11	-2.99% Jul 6, 2021 - Aug 6, 2021	-22.33% Feb 28, 2005 - May 27, 2005
#12	-2.52% Jul 30, 2019 - Aug 15, 2019	-21.82% Oct 9, 2007 - May 1, 2008
#13	-2.23% Jul 30, 2020 - Aug 18, 2020	-20.29% Apr 9, 2024 - Aug 9, 2024
#14	-2.22% May 4, 2021 - May 28, 2021	-20.05% Aug 9, 2019 - Dec 11, 2019
#15	-2.13% Jun 4, 2025 - Jul 10, 2025	-17.54% Aug 22, 2012 - Feb 4, 2013

Correlation

Correlation between DUK-P-A and SBS is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2002 - 2026)

DUK-P-A vs SBS dividend yield comparison.

Year	DUK-P-A	SBS
2026	2.93%	0.59%
2025	5.76%	4.68%
2024	5.90%	1.96%
2023	5.89%	1.66%
2022	6.15%	1.88%
2021	5.25%	0.97%
2020	5.04%	2.93%
2019	3.70%	1.99%
2018	0.00%	3.86%
2017	0.00%	2.76%
2016	0.00%	0.65%
2015	0.00%	1.91%
2014	0.00%	4.50%
2013	0.00%	5.11%
2012	0.00%	2.48%
2010	0.00%	4.21%
2009	0.00%	4.57%
2008	0.00%	3.59%
2007	0.00%	2.61%
2006	0.00%	3.08%
2005	0.00%	9.35%
2004	0.00%	6.30%
2003	0.00%	7.39%
2002	0.00%	4.36%