WallStSmart

Clearway Energy Inc Class C (CWEN)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 2566% more annual revenue ($38.09B vs $1.43B). SBS leads profitability with a 22.2% profit margin vs 11.8%. SBS appears more attractively valued with a PEG of 0.47. SBS earns a higher WallStSmart Score of 77/100 (B+).

CWEN

Hold

47

out of 100

Grade: D+

Growth: 8.0Profit: 3.5Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.58

SBS

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 5.3Quality: 4.3
Piotroski: 2/9Altman Z: 1.81
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CWENFair Value (-2.2%)

Margin of Safety

-2.2%

Fair Value

$39.19

Current Price

$38.14

$1.05 premium

UndervaluedFair: $39.19Overvalued
SBSFair Value (-1.0%)

Margin of Safety

-1.0%

Fair Value

$29.29

Current Price

$6.37

$22.92 premium

UndervaluedFair: $29.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CWEN3 strengths · Avg: 8.7/10
EPS GrowthGrowth
556.0%10/10

Earnings expanding 556.0% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.1%8/10

Revenue surging 21.1% year-over-year

SBS6 strengths · Avg: 9.7/10
PEG RatioValuation
0.4710/10

Growing faster than its price suggests

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Revenue GrowthGrowth
43.9%10/10

Revenue surging 43.9% year-over-year

EPS GrowthGrowth
87.2%10/10

Earnings expanding 87.2% YoY

Market CapQuality
$116.87B9/10

Large-cap with strong market position

Return on EquityProfitability
21.3%9/10

Every $100 of equity generates 21 in profit

Areas to Watch

CWEN4 concerns · Avg: 2.8/10
P/E RatioValuation
26.7x4/10

Moderate valuation

Debt/EquityHealth
1.613/10

Elevated debt levels

PEG RatioValuation
3.412/10

Expensive relative to growth rate

Return on EquityProfitability
-4.0%2/10

ROE of -4.0% — below average capital efficiency

SBS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.814/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
331.6x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-8.22B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CWEN

The strongest argument for CWEN centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum.

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 : CWEN

The primary concerns for CWEN are P/E Ratio, Debt/Equity, PEG Ratio. Debt-to-equity of 1.61 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 331.6x leaves little room for execution misses.

Key Dynamics to Monitor

CWEN carries more volatility with a beta of 0.88 — expect wider price swings.

SBS is growing revenue faster at 43.9% — sustainability is the question.

CWEN generates stronger free cash flow (71M), providing more financial flexibility.

Monitor UTILITIES - RENEWABLE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SBS scores higher overall (77/100 vs 47/100), backed by strong 22.2% margins and 43.9% 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.

Clearway Energy Inc Class C

UTILITIES · UTILITIES - RENEWABLE · USA

Clearway Energy, Inc., participates in the renewable energy businesses in the United States.

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.

Want to dig deeper into these stocks?