Brookfield Infrastructure Partners LP (BIP)vsTransAlta Corp (TAC)
BIP
Brookfield Infrastructure Partners LP
$36.88
+1.26%
UTILITIES · Cap: $29.40B
TAC
TransAlta Corp
$12.08
-0.82%
UTILITIES · Cap: $3.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Partners LP generates 1006% more annual revenue ($25.06B vs $2.27B). BIP leads profitability with a 1.3% profit margin vs -1.0%. BIP appears more attractively valued with a PEG of 4.73. BIP earns a higher WallStSmart Score of 59/100 (C).
BIP
Buy59
out of 100
Grade: C
TAC
Hold43
out of 100
Grade: D
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
Strong operational efficiency at 33.3%
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
Weak financial health signals
Expensive relative to growth rate
ROE of -12.1% — below average capital efficiency
Earnings declined 71.6%
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 : TAC
The strongest argument for TAC centers on Operating Margin. Revenue growth of 12.5% demonstrates continued momentum.
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 : TAC
The primary concerns for TAC are Piotroski F-Score, PEG Ratio, Return on Equity. Debt-to-equity of 2.38 is elevated, increasing financial risk.
Key Dynamics to Monitor
BIP profiles as a growth stock while TAC is a turnaround 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
BIP scores higher overall (59/100 vs 43/100) and 19.4% revenue growth. Both earn "Buy" and "Hold" 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 →TransAlta Corp
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
TransAlta Corporation owns, operates and develops a diverse fleet of electric power generation assets in Canada, the United States and Australia. The company is headquartered in Calgary, Canada.
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