SBS vs. EXE.TO
SBS (Companhia de Saneamento Básico do Estado de São Paulo - SABESP) and EXE.TO (Extendicare Inc.) are both stocks. SBS operates in Utilities - Regulated Water (Utilities), while EXE.TO operates in Medical Care Facilities (Healthcare). Over the past 10 years, SBS returned 16.07%/yr vs 21.30%/yr for EXE.TO. At a 0.18 correlation, their price movements are largely independent.
Performance
SBS vs. EXE.TO - Performance Comparison
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Different Trading Currencies
SBS is traded in USD, while EXE.TO is traded in CAD. To make them comparable, the EXE.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SBS achieves a 14.44% return, which is significantly lower than EXE.TO's 52.85% return. Over the past 10 years, SBS has underperformed EXE.TO with an annualized return of 16.07%, while EXE.TO has yielded a comparatively higher 21.30% annualized return.
SBS
- 1D
- 1.88%
- 1M
- -14.65%
- YTD
- 14.44%
- 6M
- 14.49%
- 1Y
- 41.53%
- 3Y*
- 39.23%
- 5Y*
- 33.18%
- 10Y*
- 16.07%
EXE.TO
- 1D
- 0.34%
- 1M
- -3.30%
- YTD
- 52.85%
- 6M
- 44.59%
- 1Y
- 133.52%
- 3Y*
- 70.93%
- 5Y*
- 35.89%
- 10Y*
- 21.30%
SBS vs. EXE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP | 14.44% | 80.60% | -4.21% | 46.89% | 48.42% | -13.79% | -40.98% | 91.22% | -20.37% | 23.83% |
EXE.TO Extendicare Inc. | 52.85% | 118.08% | 42.81% | 22.21% | -9.59% | 17.32% | -12.84% | 47.00% | -31.83% | 4.30% |
Correlation
The correlation between SBS and EXE.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2006 | 0.18 |
Fundamentals
SBS:
$19.10B
EXE.TO:
CA$3.18B
SBS:
$2.48
EXE.TO:
CA$1.37
SBS:
2.19
EXE.TO:
24.08
SBS:
0.04
EXE.TO:
0.33
SBS:
0.48
EXE.TO:
1.68
SBS:
0.44
EXE.TO:
8.10
SBS:
$38.70B
EXE.TO:
CA$1.75B
SBS:
$13.96B
EXE.TO:
CA$553.60M
SBS:
$14.87B
EXE.TO:
CA$205.13M
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Return for Risk
SBS vs. EXE.TO — Risk / Return Rank
SBS
EXE.TO
SBS vs. EXE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) and Extendicare Inc. (EXE.TO). 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.
| SBS | EXE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.72 | ||
| Sortino ratioReturn per unit of downside risk | -3.74 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.69 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 8.98 | -7.31 |
| Martin ratioReturn relative to average drawdown | 5.29 | 26.69 | -21.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBS | EXE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 3.95 | -2.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 1.44 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.81 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.34 | +0.01 |
Drawdowns
SBS vs. EXE.TO - Drawdown Comparison
The maximum SBS drawdown since its inception was -76.49%, smaller than the maximum EXE.TO drawdown of -82.31%. Use the drawdown chart below to compare losses from any high point for SBS and EXE.TO.
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Drawdown Indicators
| SBS | EXE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.49% | -82.31% | +5.82% |
Max Drawdown (1Y)Largest decline over 1 year | -24.88% | -14.95% | -9.93% |
Max Drawdown (3Y)Largest decline over 3 years | -24.88% | -26.03% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -30.35% | -30.02% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -61.91% | -50.96% | -10.95% |
Current DrawdownCurrent decline from peak | -23.47% | -5.13% | -18.34% |
Average DrawdownAverage peak-to-trough decline | -25.70% | -24.50% | -1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.88% | 5.02% | +2.86% |
Volatility
SBS vs. EXE.TO - Volatility Comparison
The current volatility for Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) is 9.39%, while Extendicare Inc. (EXE.TO) has a volatility of 11.60%. This indicates that SBS experiences smaller price fluctuations and is considered to be less risky than EXE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBS | EXE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.39% | 11.60% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 24.58% | 23.81% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.87% | 34.03% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.91% | 25.00% | +11.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.52% | 26.58% | +16.94% |
Dividends
SBS vs. EXE.TO - Dividend Comparison
SBS's dividend yield for the trailing twelve months is around 2.35%, more than EXE.TO's 1.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXE.TO Extendicare Inc. | 1.55% | 2.34% | 4.52% | 6.59% | 7.32% | 6.58% | 7.23% | 5.69% | 7.56% | 5.25% | 4.86% | 4.97% |
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP | 2.35% | 4.68% | 1.96% | 1.66% | 1.88% | 0.97% | 2.93% | 1.99% | 3.86% | 2.76% | 0.65% | 1.91% |
Financials
SBS vs. EXE.TO - Financials Comparison
This section allows you to compare key financial metrics between Companhia de Saneamento Básico do Estado de São Paulo - SABESP and Extendicare Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SBS vs. EXE.TO - Profitability Comparison
SBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a gross profit of 3.79B and revenue of 9.78B. Therefore, the gross margin over that period was 38.8%.
EXE.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Extendicare Inc. reported a gross profit of 58.87M and revenue of 465.22M. Therefore, the gross margin over that period was 12.7%.
SBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported an operating income of 3.33B and revenue of 9.78B, resulting in an operating margin of 34.1%.
EXE.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Extendicare Inc. reported an operating income of 42.70M and revenue of 465.22M, resulting in an operating margin of 9.2%.
SBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a net income of 1.72B and revenue of 9.78B, resulting in a net margin of 17.6%.
EXE.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Extendicare Inc. reported a net income of 40.73M and revenue of 465.22M, resulting in a net margin of 8.8%.
Frequently Asked Questions
SBS and EXE.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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