QualityDipStocks / Consumer Discretionary · Marine Transportation
Brookfield Infrastructure Partners LP Limited Partnership Units BIP
Outside our quality screen, so we don’t track its dips. It’s 11% below its 52-week high.
Outside our quality screen. No fair value estimate for now: its free cash flow is negative.
Worth knowing
- Dividend yield 9.7%, top 1% of the 1731 we measure
From the data on this page, as of the last close. How we pick these
- Fair value est.
- n/a
- Market Value
- —
- Off 52-wk high
- −11%
- Risk vs market
- Lowbeta 0.39
5 bullish · 5 bearish See why
Valuation
What we estimate it's worth, and how it ranks on value vs every stock we cover.
Fair value estimate
No estimate for BIP: negative free cash flow. We’d rather show nothing than a made-up number.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 31 to Nov 2, 252 sessions). Beta = how much BIP moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Moves much less than the market, but its own price swings are 1.7× the S&P 500’s (it moves on its own news).
- Beta vs S&P 500
- 0.39
- Volatility
- 22% vs 13% SPY
- Correlation SPY
- 0.23
- Correlation QQQ
- 0.12
How it ranks
Where BIP stands vs every one of the 1,996 stocks we cover that has the number. Longer bar = better.
Top quarter on 2 of 4 measures
- Free cash flow yield−0.3% · free cash flow vs market capLowest 16%of 1,391
- Dividends + buybacks yield9.7% · cash paid out or used to retire shares, vs market capTop 7%of 1,836
- Revenue growth, last 12 months+9.8% · vs the 12 months beforeTop 49%of 1,814
- Operating margin25% · of sales kept as operating profitTop 18%of 1,288
From SEC filings and our fair value estimate model. A ranking, not advice.
Valuation details
Fundamentals
The business itself: sales, profits, cash and debt, from SEC filings.
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 5 of 5
ValuationP/E of 6.9× vs a 20.7× median for the 341 Consumer Discretionary companies we cover.
Cash returnsDividend yield of 9.7% ($1.7B paid over 12 months, 66% of earnings).
GrowthSales compounded 17% a year from FY2022 to FY2025.
ProfitabilityOperating margin widened to 25.1% in FY2025 from 22.6% in FY2023 (SEC filings).
GrowthSales grew 10% to $23.1B over the last 12 months vs the 12 months before (SEC filings).
Top bearish points 5 of 5
ValuationFree cash flow is negative (−$53M over the last 12 months), so there’s no cash-flow value under the price.
Balance sheetOperating income covers interest only 1.5× over the last 12 months.
ProfitabilityReturn on equity is only 8% over the last 12 months.
ValuationFree-cash-flow yield of −0.3%, below the 5.5% median for the 352 Consumer Discretionary companies we cover.
QualityDoesn’t pass our quality screen: ROE under 12% and ROIC under 10%; net debt 6.0× EBITDA (limit 3×).
All fundamentals
P/E 6.9 · FCF yield -0.3% · ROE 8%
Valuation
- P/E
- 6.9×Consumer Discretionary median 20.7×
- Price / FCF
- n/anegative free cash flow
- FCF yield
- −0.3%
- EV / EBITDA
- n/aD&A or debt not tagged in SEC data
- Price / sales
- 0.75×
- Price / book
- 0.49×
- Market cap
- $17.4Blisted
- Enterprise value
- n/anot reported in its SEC filings
Growth
- Revenue, 12 months
- $23.1B
- Sales growth, 12 months
- +9.8%vs the 12 months before
- Sales growth, 3 yrs
- +17.0%/yrfrom FY2022
- Diluted EPS, 12 months
- $0.90
- EPS growth, last FY
- n/an/m: EPS a year ago near zero
- Net income, 12 months
- $2.5B
- Net income growth
- +50%12 months vs before
Profitability
- Gross margin
- 26.9%
- Operating margin
- 25.1%
- Net margin
- 11.0%
- FCF margin
- −0.2%
- Return on equity
- 8%
- Return on invested capital
- n/aoperating income, debt, equity or cash not tagged
Balance sheet
- Cash & short-term inv.
- $3.2B
- Total debt
- n/anot reported in its SEC filings
- Net cash
- n/acash or debt not tagged in SEC data
- Debt / equity
- n/adebt or equity not tagged in SEC data
- Interest coverage
- 1.5×operating income / interest
Cash flow & returns
- Free cash flow, 12 months
- −$53M
- FCF growth, 12 months
- n/anot reported in its SEC filings
- Dividend yield
- 9.66%$1.7B paid
- Payout ratio
- 66%
- Buybacks, 12 months
- n/anot reported in its SEC filings
- Share count, 1 year
- n/ano quarterly diluted share count
- Stock-based comp
- n/anot reported in its SEC filings
Trailing 12 months to Dec 31, 2025; balance sheet at Dec 31, 2025. From Brookfield Infrastructure Partners LP Limited Partnership Units’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
The business
FCF $-0.8B · Sales +19%
- Free cash flow, 12 months−$0.8B
- Free-cash-flow yield-0.3%
- Free-cash-flow margin−3%
- Gross margin26%
- Operating margin23%
- Return on invested capital7%
- Return on equity8%
- Sales growth (latest quarter vs year-ago quarter)+19%
- Net debt / EBITDA6.0×
Chart & levels
Where the price is vs its key levels and trends.
Key levels
Every level vs today’s $38.12
- 52-wk lowlowest close, 1 year$33.41−12.4%
- PriceMon Nov 2 close$38.12you are here
- 52-wk highhighest close, 1 year$42.62+11.8%
Momentum & 52-week range
RSI 62 · 5 days +3.7%
Signals
Reversal signal setups, the public ledger and the next earnings date.
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
Next report
Nov 6
- DateFri Nov 6, before the open
- Consensus EPS$0.89
- Year-ago EPS$0.83
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
BIP is outside our quality screen
One text when a published rule fires on one of the 332 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.
Voices & buzz
Who is talking about it, and how it compares with peers.
Who’s talking about it
Notable investors, executives, analysts and public figures on Brookfield Infrastructure Partners LP Limited Partnership Units in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 3, 1:01 PM ET.
Compare with peers
Closest in size in Marine Transportation
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.