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

Performance

SBS vs. NGD - Performance Comparison

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

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Returns By Period


SBS

1D
-0.18%
1M
-6.98%
YTD
15.28%
6M
14.60%
1Y
38.40%
3Y*
40.12%
5Y*
32.68%
10Y*
16.43%

NGD

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBS vs. NGD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
15.28%80.60%-4.21%46.89%48.42%-13.79%-40.98%91.22%-20.37%23.83%
NGD
New Gold Inc.
4.25%251.21%69.86%48.98%-34.67%-31.51%148.86%16.28%-77.00%-6.00%

Correlation

The correlation between SBS and NGD is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Nov 18, 2004

0.20

Fundamentals

EPS

SBS:

R$2.48

NGD:

$1.61

PE Ratio

SBS:

11.24

NGD:

5.64

PEG Ratio

SBS:

0.22

NGD:

0.01

PS Ratio

SBS:

2.48

NGD:

3.30

Total Revenue (TTM)

SBS:

R$38.70B

NGD:

$1.46B

Gross Profit (TTM)

SBS:

R$13.96B

NGD:

$758.26M

EBITDA (TTM)

SBS:

R$14.87B

NGD:

$1.19B

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Return for Risk

SBS vs. NGD — Risk / Return Rank

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

SBS
SBS Risk / Return Rank: 7373
Overall Rank
SBS Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SBS Sortino Ratio Rank: 7373
Sortino Ratio Rank
SBS Omega Ratio Rank: 6969
Omega Ratio Rank
SBS Calmar Ratio Rank: 7171
Calmar Ratio Rank
SBS Martin Ratio Rank: 7676
Martin Ratio Rank

NGD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

SBS vs. NGD - 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 New Gold Inc. (NGD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SBSNGDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.21

Calmar ratioReturn relative to maximum drawdown

1.55

Martin ratioReturn relative to average drawdown

4.65

SBS vs. NGD - Sharpe Ratio Comparison


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Drawdowns

SBS vs. NGD - Drawdown Comparison


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Drawdown Indicators


SBSNGDDifference

Max Drawdown

Largest peak-to-trough decline

-76.49%

Max Drawdown (1Y)

Largest decline over 1 year

-24.88%

Max Drawdown (3Y)

Largest decline over 3 years

-24.88%

Max Drawdown (5Y)

Largest decline over 5 years

-30.35%

Max Drawdown (10Y)

Largest decline over 10 years

-61.91%

Current Drawdown

Current decline from peak

-22.90%

Average Drawdown

Average peak-to-trough decline

-25.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.28%

Volatility

SBS vs. NGD - Volatility Comparison


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Volatility by Period


SBSNGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.92%

Volatility (6M)

Calculated over the trailing 6-month period

24.61%

Volatility (1Y)

Calculated over the trailing 1-year period

33.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.51%

Dividends

SBS vs. NGD - Dividend Comparison

SBS's dividend yield for the trailing twelve months is around 2.33%, while NGD has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
NGD
New Gold Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
2.33%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. NGD - Financials Comparison

This section allows you to compare key financial metrics between Companhia de Saneamento Básico do Estado de São Paulo - SABESP and New Gold 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.


Quarterly
Annual

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


0.005.00B10.00B15.00B20222023202420252026
9.78B
496.10M
(SBS) Total Revenue
(NGD) Total Revenue
Please note, different currencies. SBS values in BRL, NGD values in USD

Frequently Asked Questions


SBS and NGD have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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