Brookfield Infrastructure Partners LP (BIP)vsCompanhia Energetica de Minas Gerais CEMIG Pref ADR (CIG)
BIP
Brookfield Infrastructure Partners LP
$35.57
+0.14%
UTILITIES · Cap: $16.52B
CIG
Companhia Energetica de Minas Gerais CEMIG Pref ADR
$2.40
+3.00%
UTILITIES · Cap: $7.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Companhia Energetica de Minas Gerais CEMIG Pref ADR generates 85% more annual revenue ($42.75B vs $23.10B). CIG leads profitability with a 11.5% profit margin vs 1.9%. CIG appears more attractively valued with a PEG of 0.33. CIG earns a higher WallStSmart Score of 72/100 (B).
BIP
Buy64
out of 100
Grade: C+
CIG
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$42.12
Current Price
$35.57
$6.55 discount
Margin of Safety
+84.7%
Fair Value
$14.98
Current Price
$2.40
$12.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 107.3% YoY
Strong operational efficiency at 26.8%
15.8% revenue growth
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 88.1% YoY
Strong operational efficiency at 20.1%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.7% — below average capital efficiency
1.9% margin — thin
Expensive relative to growth rate
2.9% revenue growth
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BIP
The strongest argument for BIP centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bull Case : CIG
The strongest argument for CIG centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : BIP
The primary concerns for BIP are P/E Ratio, Return on Equity, Profit Margin. Debt-to-equity of 11.48 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.
Bear Case : CIG
The primary concerns for CIG are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
BIP profiles as a growth stock while CIG is a value play — different risk/reward profiles.
BIP carries more volatility with a beta of 1.08 — expect wider price swings.
BIP is growing revenue faster at 15.8% — sustainability is the question.
CIG generates stronger free cash flow (440M), providing more financial flexibility.
Bottom Line
CIG scores higher overall (72/100 vs 64/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Infrastructure Partners LP
UTILITIES · UTILITIES - DIVERSIFIED · USA
Brookfield Infrastructure Partners LP owns and operates utilities, transportation, midstream and data companies in North and South America, Europe and Asia Pacific. The company is headquartered in Hamilton, Bermuda.
Visit Website →Companhia Energetica de Minas Gerais CEMIG Pref ADR
UTILITIES · UTILITIES - DIVERSIFIED · USA
Companhia Energtica de Minas Gerais, is dedicated to the generation, transmission, distribution and sale of energy in Brazil. The company is headquartered in Belo Horizonte, Brazil.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
Want to dig deeper into these stocks?