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Brookfield Infrastructure Partners LP(BIP)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
1-STAR RATING
Consider higher Upturn Star rating
BUY for 3 days
PROFIT SINCE LAST BUY
+3.35% ▲
LAST CLOSE
$39.45
11/06/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for BIP

11/06/2026: BIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Brookfield Infrastructure Partners LP is a global owner and operator of essential infrastructure assets across the utility, transport, midstream, and data sectors. The company is known for its ability to secure long-term, inflation-indexed contracts that generate consistent and growing cash flows. Its main growth opportunity lies in the ongoing expansion of digital infrastructure and global electrification efforts. However, investors must be mindful of risks related to high leverage, interest rate sensitivity, and complex tax structures. BIP serves as a suitable option for income-oriented investors seeking defensive exposure to hard assets, though its performance remains subject to macroeconomic cycles and successful large-scale project integration.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitBIP offers steady growth rather than explosive upside, suited for long-term compounding.
Momentum investorWeak fitThe stock tends to be low-beta and driven by fundamentals rather than short-term price momentum.
Value investorStrong fitThe company trades on cash flow and asset value, often presenting opportunities for long-term value creation.
Dividend investorStrong fitBIP is a reliable income vehicle with a track record of increasing distributions.
Low-risk investorStrong fit while signal remains positiveThe essential nature of the assets provides a defensive buffer against broad market volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityLowRegulated and long-term contracted assets insulate the stock from sharp market swings.
Valuation riskMediumAsset quality is high, but valuation depends on interest rate environments.
Competition risk (Infrastructure M&A)MediumIncreased competition for premium infrastructure assets can compress acquisition returns.
Business qualityStrongBIP owns essential, monopoly-like assets with significant defensive characteristics.
Dividend incomeStrongStrong FFO coverage supports reliable and growing dividend payouts.
Execution riskMediumOperational improvements and global integration are required to hit growth targets.

Analysis of Past Performance

Type Stock
Historic Profit 13.55%
Avg. Invested days 42
Today’s Advisory Consider higher Upturn Star rating
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/06/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BIP receives a 3-star rating, supported by solid company fundamentals, solid quantitative characteristics, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
BIP has solid overall fundamentals (4 stars), with moderate financial health, solid growth momentum, and solid ownership. In FY2025 versus FY2024, solid earnings growth (+27.9%) is partially offset by soft cash generation (FCF margin 1.2%), moderate revenue growth (+9.8%), soft profitability (net margin 1.9%).

Financial Health Rating

★★★★★
BIP's financial health is supported by solid cash strength, including free-cash-flow generation (1.2% of revenue). Liquidity is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is BIP's strongest growth driver at +183.2% FY2025 versus FY2024 (strong, 5 stars). By comparison, earnings growth (+27.9%, solid) is also solid, while revenue growth (+9.8%, moderate) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 60.1% and approximately 99.2% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.01%, which materially reduces the ownership score.

Top 5 Institutional Investors

Royal Bank of Canada 11.11%
Bank of Montreal 5.82%
BMO Capital Markets Corp. 5.82%
Principal Financial Group Inc 5.17%
Capital World Investors 4.38%

Unit Economics (Per $1K Revenue)

★★★★★
BIP generates approximately $269 of gross profit, $251 of operating income, and $12 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Moderate margins explain the 2-star rating, with weak cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 18.87%

Quantitative Style Profile

★★★★★
BIP has a large-cap, liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 29.94B USD
Price to earnings Ratio 60.98
1Y Target Price 46.4
Price to earnings Ratio 60.98
1Y Target Price 46.4
Volume (30-day avg) 906.2K shares
Beta 1.03
52 Weeks Range 32.07 - 43.51
Updated Date 11/06/2026
52 Weeks Range 32.07 - 43.51
Updated Date 11/06/2026
Dividends yield (FY) 4.81%
Basic EPS (TTM) 0.62

How Company Makes Money

Business areaWhat it includesRetail investor read
Utilities & TransportRegulated electricity/gas networks and logistics rail/toll roads.Steady, predictable cash flow from essential public services.
Data & MidstreamData centers, towers, fiber, and energy pipelines.Growth exposure to digital connectivity and energy infrastructure.
GeographyGlobal operations across North America, South America, Europe, and Asia-Pacific.Geographic diversification reduces exposure to any single market's regulatory or economic risk.

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-06
When Before Market
Estimate 0.89
Actual -0.04

Profitability

Profit Margin 1.27%
Operating Margin (TTM) 22.77%

Management Effectiveness

Return on Assets (TTM) 3.36%
Return on Equity (TTM) 7.69%

Valuation

Trailing PE 60.98
Forward PE 71.43
Enterprise Value 76.41B
Price to Sales(TTM) 1.19
Enterprise Value 76.41B
Price to Sales(TTM) 1.19
Enterprise Value to Revenue 3.05
Enterprise Value to EBITDA 6.91
Shares Outstanding 457.71M
Shares Floating 453.84M
Shares Outstanding 457.71M
Shares Floating 453.84M
Percent Insiders 0.01
Percent Institutions 60.15

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.