WallStSmart

Consolidated Water Co Ltd (CWCO)vsCompanhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR (SBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR generates 31931% more annual revenue ($40.88B vs $127.61M). SBS leads profitability with a 19.7% profit margin vs 12.7%. SBS appears more attractively valued with a PEG of 0.47. SBS earns a higher WallStSmart Score of 69/100 (B-).

CWCO

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 5.5Value: 4.0Quality: 8.5
Piotroski: 3/9Altman Z: 6.49

SBS

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 8.0Value: 8.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CWCOSignificantly Overvalued (-16.2%)

Margin of Safety

-16.2%

Fair Value

$32.03

Current Price

$28.16

$3.87 premium

UndervaluedFair: $32.03Overvalued

Intrinsic value data unavailable for SBS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CWCO3 strengths · Avg: 9.3/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.4910/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SBS4 strengths · Avg: 9.5/10
PEG RatioValuation
0.4710/10

Growing faster than its price suggests

P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

CWCO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.254/10

Expensive relative to growth rate

P/E RatioValuation
27.6x4/10

Moderate valuation

Market CapQuality
$450.92M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

SBS4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Debt/EquityHealth
1.143/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-33.9%2/10

Earnings declined 33.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CWCO

The strongest argument for CWCO centers on Debt/Equity, Altman Z-Score, Price/Book.

Bull Case : SBS

The strongest argument for SBS centers on PEG Ratio, P/E Ratio, Operating Margin. Profitability is solid with margins at 19.7% and operating margin at 31.5%. Revenue growth of 13.9% demonstrates continued momentum.

Bear Case : CWCO

The primary concerns for CWCO are PEG Ratio, P/E Ratio, Market Cap.

Bear Case : SBS

The primary concerns for SBS are Altman Z-Score, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

CWCO profiles as a declining stock while SBS is a mature play — different risk/reward profiles.

CWCO carries more volatility with a beta of 0.52 — expect wider price swings.

SBS is growing revenue faster at 13.9% — sustainability is the question.

CWCO generates stronger free cash flow (9M), providing more financial flexibility.

Bottom Line

SBS scores higher overall (69/100 vs 44/100), backed by strong 19.7% margins and 13.9% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Consolidated Water Co Ltd

UTILITIES · UTILITIES - REGULATED WATER · USA

Consolidated Water Co. Ltd. designs, builds, manages and operates water treatment and production plants primarily in the Cayman Islands, the Bahamas and the United States. The company is headquartered in Grand Cayman, the Cayman Islands.

Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR

UTILITIES · UTILITIES - REGULATED WATER · USA

Companhia de Saneamento Basico do Estado de So Paulo - SABESP provides water and sewerage services to residential, commercial, industrial and government clients. The company is headquartered in So Paulo, Brazil.

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