Occidental Petroleum Corporation (OXY)vsCompanhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR (SBS)
OXY
Occidental Petroleum Corporation
$55.12
-7.11%
ENERGY · Cap: $58.22B
SBS
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
$33.29
-1.01%
UTILITIES · Cap: $118.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR generates 76% more annual revenue ($38.09B vs $21.59B). SBS leads profitability with a 22.2% profit margin vs 10.8%. SBS appears more attractively valued with a PEG of 0.47. SBS earns a higher WallStSmart Score of 77/100 (B+).
OXY
Buy59
out of 100
Grade: C
SBS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.3%
Fair Value
$67.81
Current Price
$55.12
$12.69 discount
Margin of Safety
-3.2%
Fair Value
$28.67
Current Price
$33.29
$4.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 148.9% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.9B in free cash flow
Growing faster than its price suggests
Strong operational efficiency at 34.6%
Revenue surging 43.9% year-over-year
Earnings expanding 87.2% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
ROE of 5.9% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 33.4%
Grey zone — moderate risk
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OXY
The strongest argument for OXY centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 148.9% demonstrates continued momentum. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bull Case : SBS
The strongest argument for SBS centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 22.2% and operating margin at 34.6%. Revenue growth of 43.9% demonstrates continued momentum.
Bear Case : OXY
The primary concerns for OXY are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Bear Case : SBS
The primary concerns for SBS are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 67.2x leaves little room for execution misses.
Key Dynamics to Monitor
OXY carries more volatility with a beta of 0.23 — expect wider price swings.
OXY is growing revenue faster at 148.9% — sustainability is the question.
OXY generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBS scores higher overall (77/100 vs 59/100), backed by strong 22.2% margins and 43.9% revenue growth. OXY offers better value entry with a 30.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Occidental Petroleum Corporation
ENERGY · OIL & GAS E&P · USA
Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.
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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