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ARTNA vs. SBS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ARTNA vs. SBS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artesian Resources Corporation (ARTNA) and Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS). The values are adjusted to include any dividend payments, if applicable.

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ARTNA vs. SBS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARTNA
Artesian Resources Corporation
1.72%3.83%-21.20%-27.63%29.29%28.22%2.47%9.66%-7.19%23.91%
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
28.84%80.60%-4.21%46.89%48.42%-13.79%-40.98%91.22%-20.37%23.83%

Fundamentals

Market Cap

ARTNA:

$328.66M

SBS:

$20.88B

EPS

ARTNA:

$2.21

SBS:

$12.14

PE Ratio

ARTNA:

14.40

SBS:

2.51

PEG Ratio

ARTNA:

2.38

SBS:

0.05

PS Ratio

ARTNA:

2.91

SBS:

0.56

PB Ratio

ARTNA:

1.32

SBS:

0.49

Total Revenue (TTM)

ARTNA:

$112.94M

SBS:

$37.34B

Gross Profit (TTM)

ARTNA:

$48.78M

SBS:

$13.68B

EBITDA (TTM)

ARTNA:

$52.60M

SBS:

$14.20B

Returns By Period

In the year-to-date period, ARTNA achieves a 1.72% return, which is significantly lower than SBS's 28.84% return. Over the past 10 years, ARTNA has underperformed SBS with an annualized return of 4.33%, while SBS has yielded a comparatively higher 19.90% annualized return.


ARTNA

1D
-1.97%
1M
-5.99%
YTD
1.72%
6M
-0.39%
1Y
1.30%
3Y*
-14.07%
5Y*
-1.51%
10Y*
4.33%

SBS

1D
3.67%
1M
2.39%
YTD
28.84%
6M
29.57%
1Y
86.69%
3Y*
51.63%
5Y*
37.85%
10Y*
19.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ARTNA vs. SBS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTNA
ARTNA Risk / Return Rank: 4040
Overall Rank
ARTNA Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
ARTNA Sortino Ratio Rank: 3636
Sortino Ratio Rank
ARTNA Omega Ratio Rank: 3535
Omega Ratio Rank
ARTNA Calmar Ratio Rank: 4444
Calmar Ratio Rank
ARTNA Martin Ratio Rank: 4444
Martin Ratio Rank

SBS
SBS Risk / Return Rank: 9494
Overall Rank
SBS Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SBS Sortino Ratio Rank: 9393
Sortino Ratio Rank
SBS Omega Ratio Rank: 9191
Omega Ratio Rank
SBS Calmar Ratio Rank: 9696
Calmar Ratio Rank
SBS Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTNA vs. SBS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ARTNASBSDifference

Sharpe ratio

Return per unit of total volatility

0.06

2.62

-2.57

Sortino ratio

Return per unit of downside risk

0.24

3.26

-3.02

Omega ratio

Gain probability vs. loss probability

1.03

1.41

-0.38

Calmar ratio

Return relative to maximum drawdown

0.10

6.38

-6.28

Martin ratio

Return relative to average drawdown

0.21

16.30

-16.09

ARTNA vs. SBS - Sharpe Ratio Comparison

The current ARTNA Sharpe Ratio is 0.06, which is lower than the SBS Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of ARTNA and SBS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARTNASBSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.06

2.62

-2.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

1.03

-1.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.46

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.37

-0.05

Correlation

The correlation between ARTNA and SBS is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ARTNA vs. SBS - Dividend Comparison

ARTNA's dividend yield for the trailing twelve months is around 3.90%, less than SBS's 4.17% yield.


TTM20252024202320222021202020192018201720162015
ARTNA
Artesian Resources Corporation
3.90%3.89%3.74%2.74%1.86%2.26%2.71%2.64%2.74%2.40%2.82%3.15%
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
4.17%4.68%1.96%1.66%1.88%0.97%2.93%1.99%3.86%2.76%0.65%1.91%

Drawdowns

ARTNA vs. SBS - Drawdown Comparison

The maximum ARTNA drawdown since its inception was -49.39%, smaller than the maximum SBS drawdown of -76.49%. Use the drawdown chart below to compare losses from any high point for ARTNA and SBS.


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Drawdown Indicators


ARTNASBSDifference

Max Drawdown

Largest peak-to-trough decline

-49.39%

-76.49%

+27.10%

Max Drawdown (1Y)

Largest decline over 1 year

-12.26%

-13.39%

+1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-49.39%

-30.35%

-19.04%

Max Drawdown (10Y)

Largest decline over 10 years

-49.39%

-61.91%

+12.52%

Current Drawdown

Current decline from peak

-43.06%

0.00%

-43.06%

Average Drawdown

Average peak-to-trough decline

-11.16%

-25.83%

+14.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.79%

5.24%

+0.55%

Volatility

ARTNA vs. SBS - Volatility Comparison

The current volatility for Artesian Resources Corporation (ARTNA) is 8.53%, while Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) has a volatility of 14.20%. This indicates that ARTNA experiences smaller price fluctuations and is considered to be less risky than SBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARTNASBSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.53%

14.20%

-5.67%

Volatility (6M)

Calculated over the trailing 6-month period

16.22%

23.58%

-7.36%

Volatility (1Y)

Calculated over the trailing 1-year period

22.32%

33.23%

-10.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.36%

37.08%

-10.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.08%

43.62%

-15.54%

Financials

ARTNA vs. SBS - Financials Comparison

This section allows you to compare key financial metrics between Artesian Resources Corporation and Companhia de Saneamento Básico do Estado de São Paulo - SABESP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
28.02M
10.53B
(ARTNA) Total Revenue
(SBS) Total Revenue
Values in USD except per share items

ARTNA vs. SBS - Profitability Comparison

The chart below illustrates the profitability comparison between Artesian Resources Corporation and Companhia de Saneamento Básico do Estado de São Paulo - SABESP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
32.2%
32.5%
Portfolio components
ARTNA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Artesian Resources Corporation reported a gross profit of 9.01M and revenue of 28.02M. Therefore, the gross margin over that period was 32.2%.

SBS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a gross profit of 3.42B and revenue of 10.53B. Therefore, the gross margin over that period was 32.5%.

ARTNA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Artesian Resources Corporation reported an operating income of 7.11M and revenue of 28.02M, resulting in an operating margin of 25.4%.

SBS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported an operating income of 3.30B and revenue of 10.53B, resulting in an operating margin of 31.4%.

ARTNA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Artesian Resources Corporation reported a net income of 4.13M and revenue of 28.02M, resulting in a net margin of 14.8%.

SBS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a net income of 2.52B and revenue of 10.53B, resulting in a net margin of 23.9%.