Brookfield Infrastructure Partners LP (BIP)vsDuke Energy Corporation (DUK)
BIP
Brookfield Infrastructure Partners LP
$38.12
+2.14%
UTILITIES · Cap: $29.33B
DUK
Duke Energy Corporation
$128.38
-1.46%
UTILITIES · Cap: $99.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Duke Energy Corporation generates 31% more annual revenue ($32.80B vs $25.06B). DUK leads profitability with a 16.0% profit margin vs 1.3%. DUK appears more attractively valued with a PEG of 2.37. DUK earns a higher WallStSmart Score of 63/100 (C+).
BIP
Buy59
out of 100
Grade: C
DUK
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIP.
Margin of Safety
-89.7%
Fair Value
$67.16
Current Price
$128.38
$61.22 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 107.3% YoY
Strong operational efficiency at 22.8%
19.4% revenue growth
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 27.5%
Areas to Watch
ROE of 7.9% — below average capital efficiency
1.3% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
1.1% revenue growth
Elevated debt levels
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 19.4% demonstrates continued momentum.
Bull Case : DUK
The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 16.0% and operating margin at 27.5%.
Bear Case : BIP
The primary concerns for BIP are Return on Equity, Profit Margin, PEG Ratio. A P/E of 59.7x leaves little room for execution misses. Debt-to-equity of 12.99 is elevated, increasing financial risk.
Bear Case : DUK
The primary concerns for DUK are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
BIP profiles as a growth stock while DUK is a value play — different risk/reward profiles.
BIP carries more volatility with a beta of 1.04 — expect wider price swings.
BIP is growing revenue faster at 19.4% — sustainability is the question.
BIP generates stronger free cash flow (269M), providing more financial flexibility.
Bottom Line
DUK scores higher overall (63/100 vs 59/100), backed by strong 16.0% margins. Both earn "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 →Duke Energy Corporation
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
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