Sabesp
About: Companhia De Saneamento Basico Do Estado De Sao Paulo is engaged in the provision of basic and environmental sanitation services in the Sao Paulo State and supplies treated water and sewage services on a wholesale basis. The company operates in a single segment, which is Sanitation services.
Employees: 10,512
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
20% more capital invested
Capital invested by funds: $1.02B [Q4 2024] → $1.22B (+$204M) [Q1 2025]
5% more funds holding
Funds holding: 183 [Q4 2024] → 192 (+9) [Q1 2025]
4% more call options, than puts
Call options by funds: $679K | Put options by funds: $654K
0.39% less ownership
Funds ownership: 10.41% [Q4 2024] → 10.02% (-0.39%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 61
Research analyst outlook
We haven’t received any recent analyst ratings for SBS.
Financial journalist opinion
Based on 5 articles about SBS published over the past 30 days
Positive
Seeking Alpha
1 week ago
Sabesp: The Brazilian Utilities Stock Your Portfolio Desperately Needs
SABESP operates in a rapidly developing market that offers substantial long-term growth opportunities. Its expanding customer base and increasing water demand support steady revenue expansion. The ongoing privatization process is unlocking significant value by improving operational efficiency and attracting strategic investments. This transition enhances both governance and growth prospects. SABESP's disciplined capital expenditure strategy is building a strong and sustainable competitive moat. Focused investments in infrastructure improve service quality and create high barriers to entry.
Positive
Zacks Investment Research
1 week ago
4 Stocks to Watch From the Thriving Water Supply Industry
Water utilities like AWK, SBS, MSEX and ARTNA are likely to benefit from stable demand for water and wastewater services. Capital-intensive utilities are set to gain from interest rate cuts.
Positive
Zacks Investment Research
3 weeks ago
4 Top-Ranked Efficient Stocks to Buy for Solid Gains Amid Volatility
Invest in stocks of MVST, SBS, CARG and ATR to tap their high-efficiency levels.
Neutral
Seeking Alpha
4 weeks ago
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP (SBS) Q1 2025 Earnings Call Transcript
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP (NYSE:SBS ) Q1 2025 Results Conference Call May 13, 2025 7:00 AM ET Company Participants Daniel Szlak - Chief Financial Officer and Investor Relations Officer Carlos Piani - Chief Executive Officer Conference Call Participants Guilherme Lima - Santander Joao Pimentel - Citibank Maria Carolina - Safra Bruno Amorim - Goldman Sachs Luiza Candiota - Itau Francisco Navarrete - Banco Antonio Junqueira - BTG Pactual Andre Sampaio - Banco Santander Operator Good morning, and welcome to SABESP First Quarter of 2025 Earnings Presentation. With us here today are Carlos Piani, CEO; Daniel Szlak, CFO; and Thiago Levy, Investor Relations.
Positive
Zacks Investment Research
4 weeks ago
What Makes Sabesp (SBS) a Good Fit for 'Trend Investing'
If you are looking for stocks that are well positioned to maintain their recent uptrend, Sabesp (SBS) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Positive
Zacks Investment Research
1 month ago
Here's Why 'Trend' Investors Would Love Betting on Sabesp (SBS)
If you are looking for stocks that are well positioned to maintain their recent uptrend, Sabesp (SBS) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Positive
Seeking Alpha
1 month ago
Sabesp: Market's Just Starting To Price The New Playbook
SABESP is just beginning to unlock the benefits of privatization, with a bold R$70 billion investment plan through 2030 aimed at full sanitation coverage. Despite macro headwinds in Brazil, SBS ADRs have outperformed, buoyed by privatization momentum and significant operational upside. The stock still trades at an attractive EV/RAB of 1.22x, not fully reflecting future execution or asset base growth.
Positive
Zacks Investment Research
1 month ago
5 Must-Buy Efficient Stocks Amid Volatile Market Conditions
Invest in companies like ALLT, SBS, LNN, EQBK and GFF to make the most of higher efficiency levels.
Positive
Seeking Alpha
1 month ago
Growth Without The Premium: 6 Value Stocks For April
In this period of extreme market turbulence, large-cap value stocks are outperforming large-cap growth stocks by nearly 8% YTD. This is a seismic shift in the style regime, as mega-cap growth has typically dominated performance. The Magnificent Seven are underperforming the S&P 500 on average -17.77% vs. -7.64% YTD. Value stocks have come into favor due to their defensive characteristics, hailing from sectors that are more resilient in economic downturns due to their essential nature.
Positive
Zacks Investment Research
2 months ago
Sabesp (SBS) is on the Move, Here's Why the Trend Could be Sustainable
Sabesp (SBS) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
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