Which is better, ED or SBS?

On the Buffett-Fit framework, Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) currently grades higher than ED — 49/100 (D grade) vs 39/100 (D). That said, "better" depends on which framework you trust — ED wins on Joel Greenblatt; SBS wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy ED or SBS?

This page is an educational comparison, not investment advice. Both ED and SBS are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is ED better than SBS for value investing?

On the Buffett-style value-investing framework, SBS currently grades higher — 49/100 vs 39/100, a 10-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between ED and SBS on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). ED currently scores 39/100 (D grade); SBS scores 49/100 (D grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, ED or SBS?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. ED and SBS are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, ED or SBS?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are ED and SBS both Utilities stocks?

Yes — both Consolidated Edison, Inc. (ED) and Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) operate in the Utilities sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this ED vs SBS comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Consolidated Edison

Companhia de Saneamento Básico do Estado de São Paulo - SABESP

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Consolidated Edison

Market cap

$38.83B

Sector

Utilities

SBS

Companhia de Saneamento Básico do Estado de São Paulo - SABESP

Market cap

$19.55B

Sector

Utilities

Overall winner

Companhia de Saneamento Básico do Estado de São Paulo - SABESP SBS

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	ED	SBS	Winner
Warren Buffett	39D	49D	SBS
Benjamin Graham	44D	53C	SBS
Philip Fisher	41D	61C	SBS
Peter Lynch	42D	55C	SBS
Joel Greenblatt	35D	27F	ED
Charlie Munger	38D	53C	SBS
Terry Smith	25F	50C	SBS

Side-by-side metrics

Metric	ED	SBS
Market cap	$38.83B	$19.55B
P/E (TTM)	17.7x	11.7x
EV/EBIT	22.5x	12.4x
ROIC (TTM)	3.25%	8.64%
Gross margin	65.01%	36.45%
Net margin	12.52%	22.03%
Revenue CAGR 5y	5.47%	17.65%
EPS CAGR 5y	10.04%	37.86%
Debt / Equity	1.1x	1.2x
Dividend yield	3.3%	2.39%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

ED leads on

Market cap$38.83Bvs $19.55B+50%
Gross margin65.01%vs 36.45%+44%
Dividend yield3.3%vs 2.39%+27%
Debt / Equity1.1xvs 1.2x+10%

SBS leads on

EPS CAGR 5y37.86%vs 10.04%+73%
Revenue CAGR 5y17.65%vs 5.47%+69%
ROIC (TTM)8.64%vs 3.25%+62%
EV/EBIT12.4xvs 22.5x+45%

More like ED

ED vs AXIA ED vs ENLT ED vs AEP ED vs XEL ED vs KGN.WA ED vs 9503.T

More like SBS

SBS vs AXIA SBS vs ENLT SBS vs AEP SBS vs XEL SBS vs KGN.WA SBS vs 9503.T

Read the full Buffett-Brain analysis for ED Read the full Buffett-Brain analysis for SBS

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Strategy

SBS

Warren Buffett

39D

49D

Benjamin Graham

44D

53C

Philip Fisher

41D

61C

Peter Lynch

42D

55C

Joel Greenblatt

35D

27F

Charlie Munger

38D

53C

Terry Smith

25F

50C

Metric

SBS

Market cap

$38.83B

$19.55B

P/E (TTM)

17.7x

11.7x

EV/EBIT

22.5x

12.4x

ROIC (TTM)

3.25%

8.64%

Gross margin

65.01%

36.45%

Net margin

12.52%

22.03%

Revenue CAGR 5y

5.47%

17.65%

EPS CAGR 5y

10.04%

37.86%

Debt / Equity

1.1x

1.2x

Dividend yield

3.3%

2.39%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

ED leads on

Market cap$38.83Bvs $19.55B+50%
Gross margin65.01%vs 36.45%+44%
Dividend yield3.3%vs 2.39%+27%
Debt / Equity1.1xvs 1.2x+10%

SBS leads on

EPS CAGR 5y37.86%vs 10.04%+73%
Revenue CAGR 5y17.65%vs 5.47%+69%
ROIC (TTM)8.64%vs 3.25%+62%
EV/EBIT12.4xvs 22.5x+45%