Colgate-Palmolive Company (CL)vsCompanhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR (SBS)
CL
Colgate-Palmolive Company
$88.16
+2.12%
CONSUMER DEFENSIVE · Cap: $68.31B
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 83% more annual revenue ($38.09B vs $20.80B). SBS leads profitability with a 22.2% profit margin vs 10.0%. SBS appears more attractively valued with a PEG of 0.47. SBS earns a higher WallStSmart Score of 77/100 (B+).
CL
Buy58
out of 100
Grade: C
SBS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.8%
Fair Value
$104.97
Current Price
$88.16
$16.81 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
Every $100 of equity generates 36 in profit
Large-cap with strong market position
Strong operational efficiency at 20.9%
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 1259.4x book value
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 : CL
The strongest argument for CL centers on Return on Equity, Market Cap, Operating Margin.
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 : CL
The primary concerns for CL are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 147.93 is elevated, increasing financial risk.
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
CL profiles as a value stock while SBS is a growth play — different risk/reward profiles.
CL carries more volatility with a beta of 0.30 — expect wider price swings.
SBS is growing revenue faster at 43.9% — sustainability is the question.
CL generates stronger free cash flow (609M), providing more financial flexibility.
Bottom Line
SBS scores higher overall (77/100 vs 58/100), backed by strong 22.2% margins and 43.9% revenue growth. CL offers better value entry with a 17.8% 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.
Colgate-Palmolive Company
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Colgate-Palmolive Company is an American multinational consumer products company headquartered on Park Avenue in Midtown Manhattan, New York City. It specializes in the production, distribution and provision of household, health care, personal care and veterinary products.
Visit Website →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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