BIP
Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure Partners L.P.BIP

Utilities · Utilities - Diversified
39.45USD
+4.34%
Nov 08, 2026
BIP overview ready
Owner and operator of regulated electricity transmission and diversified infrastructure assets
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.
Theme not measured
Utilities & Infrastructure has no leadership state this session.
An early price trend
Longer-term context reads established trend, with a near-term setup of daily reclaim.
Fair valuation
Brookfield Infrastructure Partners L.P.
Mixed fundamentals
Ev / ebitda is strong, while free cash flow yield is weak.
Primary risk
Regulatory and political risk affecting rate-base returns.
Market Nov 6Price action Nov 7Research Jul 22

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction10.0BusinessPerformance—BusinessQuality—Valuation4.6ThemeMomentum—Business Performance not yet available.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Utilities & Infrastructure — Utilities & Infrastructure has only one or two priced members — no leadership state
Its economic family, Power Infrastructure, reads Lagging (−12.0pp vs SPY) — the family’s reading, not this theme’s.
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads established trend, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$25.6B
Avg Volume (60D)
879.5K
60 sessions
Revenue Growth YoY
+15.3%
Trailing twelve months
Gross Margin
+26.5%
Operating Margin
+24.6%
Trailing twelve months
Free Cash Flow Yield
-3.3%
Distance from 200DMA
+6.7%
Next Earnings
2027-01-28
P/E
281.8x
EV / EBITDA
9.1x
EV / Sales
3.7x
Market metrics as of Nov 7, 2026

Business Performance

Business Quality

Not assessed

Not assessed — the company files under a regime the financial record does not cover yet.

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads fair.
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 and political risk affecting rate-base returns.

Economic classification

Loading the economic classification…

Business & Markets

Utilities · Utilities - Diversified
What they do

Brookfield Infrastructure Partners L.P. Owns and operates diversified infrastructure assets across utilities, transport, midstream, and data sectors, providing essential services such as energy transmission, transport logistics, and data distribution primarily in North America, India, and the UK.

How it earns

The company generates revenue primarily through regulated and contracted fees from infrastructure operations and asset management services.

Products & services
Electricity and natural gas transmission and distribution
Transport infrastructure including freight and toll roads
Midstream and storage services
Telecommunication tower operations
Asset management and wealth solutions
Customers & end markets
Regulated utilities and energy consumers
Transport and logistics companies
Telecommunications providers
Institutional investors
Market position

Leader in diversified infrastructure ownership and operation with significant regulated electricity transmission assets and complementary transport and midstream businesses.

Demand drivers
Medium cyclicality

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

Related companies

Finding other covered companies in the same part of this story…