Brookfield Infrastructure Partners LP (BIP)vsNextera Energy Inc (NEE)
BIP
Brookfield Infrastructure Partners LP
$42.62
+1.65%
UTILITIES · Cap: $31.21B
NEE
Nextera Energy Inc
$88.46
-0.58%
UTILITIES · Cap: $183.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextera Energy Inc generates 16% more annual revenue ($27.87B vs $24.01B). NEE leads profitability with a 29.4% profit margin vs 1.4%. NEE appears more attractively valued with a PEG of 1.93. NEE earns a higher WallStSmart Score of 69/100 (B-).
BIP
Buy61
out of 100
Grade: C+
NEE
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.9%
Fair Value
$387.93
Current Price
$42.62
$345.31 discount
Intrinsic value data unavailable for NEE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 107.3% YoY
Strong operational efficiency at 25.2%
16.9% revenue growth
Strong operational efficiency at 30.2%
Earnings expanding 160.0% YoY
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
ROE of 7.8% — below average capital efficiency
1.4% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BIP
The strongest argument for BIP centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : NEE
The strongest argument for NEE centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 29.4% and operating margin at 30.2%.
Bear Case : BIP
The primary concerns for BIP are Return on Equity, Profit Margin, PEG Ratio. A P/E of 61.7x leaves little room for execution misses. Debt-to-equity of 12.90 is elevated, increasing financial risk.
Bear Case : NEE
The primary concerns for NEE are PEG Ratio, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
BIP profiles as a growth stock while NEE is a mature play — different risk/reward profiles.
BIP carries more volatility with a beta of 1.04 — expect wider price swings.
BIP is growing revenue faster at 16.9% — sustainability is the question.
BIP generates stronger free cash flow (-1.1B), providing more financial flexibility.
Bottom Line
NEE scores higher overall (69/100 vs 61/100), backed by strong 29.4% margins. BIP offers better value entry with a 89.9% margin of safety. 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 →Nextera Energy Inc
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
NextEra Energy, Inc. is an American energy company with about 46 gigawatts of generating capacity, revenues of over $17 billion in 2017, and about 14,000 employees throughout the US and Canada. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources, NextEra Energy Partners, Gulf Power Company, and NextEra Energy Services.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
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