SBS vs SOJE

Comparison between Companhia de Saneamento Basico do Estado de Sao Paulo. (SBS, Company) and Southern Company (SOJE, Company).

5-Year PerformanceSBS has outperformed SOJE, delivering a return of +38.2% compared to -3.5%

SBS vs SOJE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBS(COMPANY)	SOJE(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	77.98%	37.82%
Sharpe Ratio	1.21	-0.38
5Y Beta	0.50	0.19
Industry	Utilities - Regulated Water	N/A
P/E Ratio	12.30	4.63
Forward P/E	15.72	N/A
PEG Ratio	0.47	N/A
Dividend Yield	0.59%	5.94%
5Y Dividends CAGR	39.15%	N/A
5Y EPS CAGR	16.41%	-0.02%
Debt to Equity	117.73%	2.00%
Free Cash Flow Yield	-4.56%	-14.59%
P/S Ratio	0.50	N/A
P/B Ratio	2.39	N/A

Market Cap

SBS

$20B

Winner

SOJE

$20B

Max Drawdown

SBS

77.98%

Winner

SOJE

37.82%

Sharpe Ratio

Winner

SBS

1.21

SOJE

-0.38

5Y Beta

SBS

0.50

Winner

SOJE

0.19

Industry

SBS

Utilities - Regulated Water

SOJE

N/A

P/E Ratio

SBS

12.30

Winner

SOJE

4.63

Forward P/E

SBS

15.72

SOJE

N/A

PEG Ratio

SBS

0.47

SOJE

N/A

Dividend Yield

SBS

0.59%

Winner

SOJE

5.94%

5Y Dividends CAGR

SBS

39.15%

SOJE

N/A

5Y EPS CAGR

Winner

SBS

16.41%

SOJE

-0.02%

Debt to Equity

SBS

117.73%

Winner

SOJE

2.00%

Free Cash Flow Yield

Winner

SBS

-4.56%

SOJE

-14.59%

P/S Ratio

SBS

0.50

SOJE

N/A

P/B Ratio

SBS

2.39

SOJE

N/A

SBS vs SOJE - Historical Returns

Returns include dividend reinvestment.

Period	SBS	SOJE
1 month	+7.75%	+0.72%
3 months	-11.49%	-2.75%
6 months	+19.65%	-4.80%
1 year	+49.90%	-0.48%
5 years(CAGR)	+38.21%	-3.46%
10 years(CAGR)	+15.83%	N/A
Max(CAGR)	+16.03%	-1.92%

Winner

SBS

+7.75%

SOJE

+0.72%

SBS

-11.49%

Winner

SOJE

-2.75%

Winner

SBS

+19.65%

SOJE

-4.80%

Winner

SBS

+49.90%

SOJE

-0.48%

5Y(CAGR)

Winner

SBS

+38.21%

SOJE

-3.46%

10Y(CAGR)

SBS

+15.83%

SOJE

N/A

Max(CAGR)

Winner

SBS

+16.03%

SOJE

-1.92%

SBS vs SOJE - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SBS	SOJE
2026	+20.68%	-3.32%
2025	+79.72%	-2.30%
2024	-2.40%	+0.43%
2023	+61.80%	+18.13%
2022	+53.93%	-29.39%
2021	-8.68%	-0.74%
2020	-40.64%	+9.25%
2019	+70.66%	N/A
2018	-21.57%	N/A
2017	+21.95%	N/A
2016	+95.94%	N/A
2015	-25.40%	N/A
2014	-40.12%	N/A
2013	-16.94%	N/A
2012	+51.68%	N/A
2011	+4.02%	N/A
2010	+38.45%	N/A
2009	+68.74%	N/A
2008	-47.84%	N/A
2007	+39.52%	N/A
2006	+102.94%	N/A
2005	+32.95%	N/A
2004	+12.92%	N/A
2003	+137.18%	N/A
2002	-42.09%	N/A

SBS vs SOJE Drawdown Comparison

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

The maximum drawdown for SOJE was -30.95%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current SBS drawdown is -17.54%. The current SOJE drawdown is -18.18%.

Rank	SBS	SOJE
#1	-76.46% Apr 10, 2013 - Jul 18, 2019	-30.95% Dec 31, 2020 - Nov 4, 2022
#2	-69.77% May 15, 2008 - Dec 21, 2010	-1.03% Dec 4, 2020 - Dec 18, 2020
#3	-61.91% Jan 28, 2020 - Dec 6, 2023	-0.87% Dec 21, 2020 - Dec 29, 2020
#4	-59.65% May 16, 2002 - Aug 28, 2003	-0.86% Oct 23, 2020 - Nov 4, 2020
#5	-39.76% Jan 12, 2004 - Feb 17, 2005	-0.85% Nov 23, 2020 - Dec 2, 2020
#6	-28.80% May 9, 2006 - Aug 17, 2006	-0.59% Oct 15, 2020 - Oct 23, 2020
#7	-25.99% Jun 3, 2011 - Jan 25, 2012	-0.47% Nov 9, 2020 - Nov 17, 2020
#8	-25.87% Apr 21, 2026 - Jun 18, 2026	-0.28% Oct 8, 2020 - Oct 15, 2020
#9	-23.79% Aug 14, 2024 - Apr 3, 2025	-0.20% Oct 2, 2020 - Oct 7, 2020
#10	-23.24% Jul 23, 2007 - Sep 25, 2007	-0.16% Nov 4, 2020 - Nov 9, 2020
#11	-22.33% Feb 28, 2005 - May 27, 2005	-0.16% Nov 17, 2020 - Nov 19, 2020
#12	-21.82% Oct 9, 2007 - May 1, 2008	N/A
#13	-20.29% Apr 9, 2024 - Aug 9, 2024	N/A
#14	-20.05% Aug 9, 2019 - Dec 11, 2019	N/A
#15	-17.54% Aug 22, 2012 - Feb 4, 2013	N/A

Correlation

Correlation between SBS and SOJE is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24

-101

Dividend Comparison (2002 - 2026)

SBS vs SOJE dividend yield comparison.

Year	SBS	SOJE
2026	0.55%	3.11%
2025	4.68%	5.92%
2024	1.96%	5.55%
2023	1.66%	5.30%
2022	1.88%	6.05%
2021	0.97%	2.02%
2020	2.93%	0.00%
2019	1.99%	0.00%
2018	3.86%	0.00%
2017	2.76%	0.00%
2016	0.65%	0.00%
2015	1.91%	0.00%
2014	4.50%	0.00%
2013	5.11%	0.00%
2012	2.48%	0.00%
2010	4.21%	0.00%
2009	4.57%	0.00%
2008	3.59%	0.00%
2007	2.61%	0.00%
2006	3.08%	0.00%
2005	9.35%	0.00%
2004	6.30%	0.00%
2003	7.39%	0.00%
2002	4.36%	0.00%