Brookfield Infrastructure Partners LP (BIP)vsKenon Holdings (KEN)
BIP
Brookfield Infrastructure Partners LP
$35.85
+2.96%
UTILITIES · Cap: $16.34B
KEN
Kenon Holdings
$87.72
-0.97%
UTILITIES · Cap: $4.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Partners LP generates 2549% more annual revenue ($23.10B vs $871.93M). KEN leads profitability with a 7.6% profit margin vs 1.9%. BIP trades at a lower P/E of 39.3x. BIP earns a higher WallStSmart Score of 64/100 (C+).
BIP
Buy64
out of 100
Grade: C+
KEN
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIP.
Margin of Safety
-40.1%
Fair Value
$54.44
Current Price
$87.72
$33.28 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
Revenue surging 43.1% year-over-year
Reasonable price relative to book value
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
ROE of 5.1% — below average capital efficiency
7.6% margin — thin
Premium valuation, high expectations priced in
Earnings declined 93.7%
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 : KEN
The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% 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 : KEN
The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses.
Key Dynamics to Monitor
BIP profiles as a growth stock while KEN is a hypergrowth play — different risk/reward profiles.
BIP carries more volatility with a beta of 1.09 — expect wider price swings.
KEN is growing revenue faster at 43.1% — sustainability is the question.
BIP generates stronger free cash flow (336M), providing more financial flexibility.
Bottom Line
BIP scores higher overall (64/100 vs 40/100) and 15.8% 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 →Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
Want to dig deeper into these stocks?