Added to YB: 2025-01-24
Pitch date: 2024-12-08
SBS [bullish]
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
+71.09%
current return
Author Info
No bio for this author
Company Info
Companhia de Saneamento Básico do Estado de São Paulo - SABESP provides basic and environmental sanitation services in the São Paulo State, Brazil.
Market Cap
BRL 69.4B
Pitch Price
BRL 14.72
Price Target
N/A
Dividend
1.42%
EV/EBITDA
4.80
P/E
7.44
EV/Sales
2.52
Sector
Water Utilities
Category
turnaround
Companhia de Saneamento Básico do Estado de São Paulo - SABESP - $SBS
SBS: Privatized São Paulo water utility w/ Equatorial as controlling shareholder. RAB to triple in 5yrs, earnings to quadruple. Efficiency gains from new mgmt, cost-cutting. Long-term growth via acquisitions. Risks: political, macro, execution. Trading cheap due to Brazil's economic woes. Natural inflation protection, visibility for 5-10yrs.
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