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BIP

BIP

Utilities · Utilities - Diversified

$38.07-0.08%
Mkt Cap: $30.03BDY: 4.78%

Performance

BIP (BIP) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

BIP (BIP) operates in the Utilities - Diversified space within the Utilities sector. With a market cap of $30.0B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case3
  • Forward P/E (26.6×) is lower than trailing P/E (57.7×) — analysts expect earnings to improve
  • Revenue growth of 17% YoY shows solid business momentum
  • Dividend yield of 4.78% provides consistent income on top of price appreciation
Bear Case4
  • High P/E of 57.7× implies high expectations already priced in — leaves little room for disappointment
  • Thin profit margin of 1.4% — little buffer against cost increases
  • High debt-to-equity of 201.44× increases financial risk, especially with elevated interest rates
  • Current ratio below 1 (0.68×) — short-term liabilities exceed current assets

Verdict

Caution

More risks than strengths. Consider waiting for fundamentals to improve before adding.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

4.78%

5Y Avg Annual

$1.3584

Last Payment

$0.4550

Ex-Date

05/29/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest05/29/2026
06/30/2026$0.45504.78%
02/27/2026
03/31/2026$0.45504.78%
08/29/2025
09/30/2025$0.43004.52%
05/30/2025
07/01/2025$0.43004.52%
02/28/2025
04/01/2025$0.43004.52%
11/29/2024
12/31/2024$0.40504.26%
08/30/2024
10/01/2024$0.40504.26%
05/31/2024
07/02/2024$0.40504.26%

Magic Number

Shares needed to self-fund your next purchase

$38.07

Price

÷

$0.4550

Last div. (semesterly)

=

84

shares

Own 84 BIP shares ($3,197.88) and each semesterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$3,197.88

New shares / year

+2 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 30, 2026

44

days

EPS (TTM)

$0.66

P/E (TTM)

57.7

Fwd P/E

26.6

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$30.03B
P/E Ratio57.68
Forward P/E26.60
P/B Ratio
PEG Ratio4.73
EPS (TTM)$0.66

Trading

Open
Day High
Day Low
52W High$40.32
52W Low$29.63
Volume
Avg Volume (3M)911,828
Beta1.03

Dividends

Dividend Yield4.78%
Annual Rate$1.82
Ex-Div Date2026-05-29
Payout Ratio264.39%

Profitability

Profit Margin1.40%
Operating Margin25.19%
ROE6.73%
ROA3.32%
Revenue Growth16.90%
Earnings Growth

Balance Sheet

Total Revenue$24.01B
Total Debt$68.96B
Debt / Equity201.44
Current Ratio0.68
Free Cash Flow$-1,557,250,048

Fair Value Estimates

Current price: $38.07

Graham Number

√(22.5 × EPS × Book Value)

$12.24

-67.9% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$24.14

-36.6% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

6/10

67% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

6.7%

Return on equity — measures how efficiently capital is used

Positive profit margin

1.4%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+16.9%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

201.44×

Low financial leverage reduces risk of distress

Current ratio above 1

0.68×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$35M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

4.78%

Stock must distribute income to shareholders

Related Assets

Utilities

About BIP

Brookfield Infrastructure Partners L.P. engages in the utilities, transport, midstream, and data businesses. The company provides transmission of energy and natural gas, and distribution; transport infrastructure including freight, toll road operations, transportation services and intermodal logistics; midstream infrastructure, such as midstream and storage services; and data transmission and distribution operations. In addition, it offers asset management, and wealth solutions. It operates in the United States, Canada, India, the United Kingdom, Brazil, Japan, Colombia, France, Australia, Germany, and internationally. The company was incorporated in 2007 and is based in Hamilton, Bermuda.

Sector

Utilities

Industry

Utilities - Diversified

Location

Hamilton, Bermuda