BIP
Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure Partners L.P.BIP

Utilities · Utilities - Diversified
35.78USD
-0.14%
Sep 23, 2026
BIP overview ready
Regulated Transmission and Distribution Infrastructure Supporting Electrification Growth
Infrastructure owner and operator with regulated electricity transmission and distribution assets; it can benefit from rate-base investment and new-load connection needs, while also owning data infrastructure.
Strong narrative exposure
Exposed to the Electric Grid Capacity Expansion narrative through Transmission and Interconnection Buildout — infrastructure supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
Brookfield Infrastructure Partners L.P.
Mixed fundamentals
Ev / ebitda is strong, while free cash flow yield is weak.
Primary risk
Regulatory changes impacting infrastructure operations.
Market Sep 22Price action Sep 22Research Jul 22

Conviction Level

NarrativeHeat9.1ThemeHeat7.0PriceAction3.4Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$16.5B
Avg Volume (60D)
904.4K
60 sessions
Revenue Growth YoY
+16.4%
Trailing twelve months
Gross Margin
+26.5%
Operating Margin
+24.8%
Trailing twelve months
Free Cash Flow Yield
-5.1%
Distance from 200DMA
-1.8%
Next Earnings
2026-11-06
P/E
60.1x
EV / EBITDA
6.8x
EV / Sales
2.9x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
Brookfield Infrastructure Partners L.P. has a Fair valuation stance because the price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.

Company Research

Thesis
Infrastructure owner and operator with regulated electricity transmission and distribution assets; it can benefit from rate-base investment and new-load connection needs, while also owning data infrastructure. Its exposure is meaningful but diluted by substantial transport, midstream, and non-grid operations.
Opportunity
Moderate opportunity
Expansion, reinforcement, and interconnection of transmission and distribution systems to serve concentrated large loads, new generation, and broader electrification demand.
Key risk
Regulatory changes impacting infrastructure operations.

Narrative & Theme

Electric Grid Capacity Expansion
Part of Transmission and Interconnection Buildout, with moderate fit.
BIP is a genuine, but diversified, owner/operator exposure to grid-capacity expansion rather than a focused transmission EPC or constrained equipment supplier.
Narrative HeatHot9.1 / 10
Theme HeatHeating up7.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Utilities · Utilities - Diversified
What they do

Brookfield Infrastructure Partners L.P. Owns and operates infrastructure assets across utilities, transport, midstream, and data sectors, providing essential services such as energy transmission, transport logistics, and data distribution across multiple countries.

How it earns

The company generates revenue primarily through long-term contracts and regulated fees associated with infrastructure asset operations.

Products & services
Energy and natural gas transmission and distribution
Transport infrastructure including freight and toll roads
Midstream and storage services
Data transmission and distribution
Asset management and wealth solutions
Customers & end markets
Utility companies and energy consumers
Transport and logistics companies
Data and telecommunications providers
Institutional investors
Market position

Leader in diversified infrastructure asset ownership and operations across multiple sectors and geographies.

Demand drivers
Medium cyclicality

Infrastructure demand is relatively stable but can be influenced by economic cycles and regulatory changes.