Brookfield Infrastructure Partners LP (BIP)vsSouthern Company (SO)
BIP
Brookfield Infrastructure Partners LP
$35.85
+2.96%
UTILITIES · Cap: $16.34B
SO
Southern Company
$96.70
+3.41%
UTILITIES · Cap: $109.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 28% more annual revenue ($29.55B vs $23.10B). SO leads profitability with a 14.7% profit margin vs 1.9%. SO appears more attractively valued with a PEG of 2.66. BIP earns a higher WallStSmart Score of 64/100 (C+).
BIP
Buy64
out of 100
Grade: C+
SO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIP.
Margin of Safety
-35.0%
Fair Value
$71.61
Current Price
$96.70
$25.09 premium
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
Large-cap with strong market position
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
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
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 : SO
The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.
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 : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
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 1.09 — expect wider price swings.
BIP is growing revenue faster at 15.8% — sustainability is the question.
BIP generates stronger free cash flow (336M), providing more financial flexibility.
Bottom Line
BIP scores higher overall (64/100 vs 54/100) and 15.8% revenue growth. 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 →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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