Brookfield Infrastructure Partners LP (BIP)vsSouthern Company (SO)
BIP
Brookfield Infrastructure Partners LP
$36.88
+1.26%
UTILITIES · Cap: $29.40B
SO
Southern Company
$87.17
-0.66%
UTILITIES · Cap: $100.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 20% more annual revenue ($30.18B vs $25.06B). SO leads profitability with a 15.4% profit margin vs 1.3%. SO appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 66/100 (B-).
BIP
Buy59
out of 100
Grade: C
SO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIP.
Margin of Safety
-40.5%
Fair Value
$62.06
Current Price
$87.17
$25.11 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 29.6%
Earnings expanding 30.4% YoY
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
0.1% 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 : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.
Bear Case : BIP
The primary concerns for BIP are Return on Equity, Profit Margin, PEG Ratio. A P/E of 59.9x leaves little room for execution misses. Debt-to-equity of 12.99 is elevated, increasing financial risk.
Bear Case : SO
The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
BIP profiles as a growth stock while SO is a value play — different risk/reward profiles.
BIP carries more volatility with a beta of 1.01 — 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
SO scores higher overall (66/100 vs 59/100), backed by strong 15.4% margins. 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 →Southern Company
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
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