Brookfield Infrastructure Partners LP (BIP)vsEssential Utilities Inc (WTRG)
BIP
Brookfield Infrastructure Partners LP
$35.85
+2.96%
UTILITIES · Cap: $16.34B
WTRG
Essential Utilities Inc
$39.49
-0.35%
UTILITIES · Cap: $11.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Partners LP generates 833% more annual revenue ($23.10B vs $2.47B). WTRG leads profitability with a 24.9% profit margin vs 1.9%. WTRG appears more attractively valued with a PEG of 3.77. BIP earns a higher WallStSmart Score of 64/100 (C+).
BIP
Buy64
out of 100
Grade: C+
WTRG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIP.
Margin of Safety
+47.6%
Fair Value
$71.49
Current Price
$39.49
$32.00 discount
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
Strong operational efficiency at 32.4%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.7% revenue growth
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
Weak financial health signals
Expensive relative to growth rate
Earnings declined 30.0%
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 : WTRG
The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% 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 : WTRG
The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
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.
Monitor UTILITIES - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BIP scores higher overall (64/100 vs 60/100) and 15.8% revenue growth. WTRG offers better value entry with a 47.6% margin of safety. 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 →Essential Utilities Inc
UTILITIES · UTILITIES - REGULATED WATER · USA
Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
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