Brookfield Infrastructure Partners LP (BIP)vsVistra Corp. (VST)
BIP
Brookfield Infrastructure Partners LP
$36.88
+1.26%
UTILITIES · Cap: $29.40B
VST
Vistra Corp.
$148.38
+0.90%
UTILITIES · Cap: $49.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Partners LP generates 30% more annual revenue ($25.06B vs $19.21B). VST leads profitability with a 11.6% profit margin vs 1.3%. VST appears more attractively valued with a PEG of 0.38. BIP earns a higher WallStSmart Score of 59/100 (C).
BIP
Buy59
out of 100
Grade: C
VST
Buy54
out of 100
Grade: C-
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
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
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
Trading at 16.6x book value
Weak financial health signals
Revenue declined 5.5%
Earnings declined 6.2%
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 : VST
The strongest argument for VST centers on PEG Ratio, Return on Equity. PEG of 0.38 suggests the stock is reasonably priced for its growth.
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 : VST
The primary concerns for VST are Price/Book, Piotroski F-Score, Revenue Growth. Debt-to-equity of 3.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
BIP profiles as a growth stock while VST is a declining play — different risk/reward profiles.
VST carries more volatility with a beta of 1.41 — 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 54/100) and 19.4% 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 →Vistra Corp.
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Vistra Corp. The company is headquartered in Irving, Texas.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
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