WallStSmart

Brookfield Infrastructure Corp (BIPC)vsNorthwest Natural Gas Co (NWN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Infrastructure Corp generates 184% more annual revenue ($3.66B vs $1.29B). NWN leads profitability with a 8.8% profit margin vs -4.3%. NWN earns a higher WallStSmart Score of 64/100 (C+).

BIPC

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 5.0Quality: 6.8
Piotroski: 5/9

NWN

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 7.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.72
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIPC.

NWNUndervalued (+61.1%)

Margin of Safety

+61.1%

Fair Value

$125.65

Current Price

$52.47

$73.18 discount

UndervaluedFair: $125.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIPC3 strengths · Avg: 10.0/10
Return on EquityProfitability
34.8%10/10

Every $100 of equity generates 35 in profit

Operating MarginProfitability
61.2%10/10

Strong operational efficiency at 61.2%

Debt/EquityHealth
-10.2310/10

Conservative balance sheet, low leverage

NWN3 strengths · Avg: 8.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
25.4%8/10

Strong operational efficiency at 25.4%

EPS GrowthGrowth
24.1%8/10

Earnings expanding 24.1% YoY

Areas to Watch

BIPC2 concerns · Avg: 2.5/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Profit MarginProfitability
-4.3%1/10

Currently unprofitable

NWN4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Debt/EquityHealth
1.763/10

Elevated debt levels

PEG RatioValuation
2.712/10

Expensive relative to growth rate

Free Cash FlowQuality
$-130.97M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BIPC

The strongest argument for BIPC centers on Return on Equity, Operating Margin, Debt/Equity.

Bull Case : NWN

The strongest argument for NWN centers on Price/Book, Operating Margin, EPS Growth.

Bear Case : BIPC

The primary concerns for BIPC are Revenue Growth, Profit Margin.

Bear Case : NWN

The primary concerns for NWN are Return on Equity, Debt/Equity, PEG Ratio. Debt-to-equity of 1.76 is elevated, increasing financial risk.

Key Dynamics to Monitor

BIPC profiles as a turnaround stock while NWN is a value play — different risk/reward profiles.

BIPC carries more volatility with a beta of 1.37 — expect wider price swings.

NWN is growing revenue faster at 6.3% — sustainability is the question.

BIPC generates stronger free cash flow (500M), providing more financial flexibility.

Bottom Line

NWN scores higher overall (64/100 vs 57/100). 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 Corp

UTILITIES · UTILITIES - REGULATED GAS · USA

Brookfield Infrastructure Corporation owns and operates regulated natural gas transmission systems in Brazil. The company is headquartered in New York, New York.

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Northwest Natural Gas Co

UTILITIES · UTILITIES - REGULATED GAS · USA

Northwest Natural Holding Company, through its subsidiary, Northwest Natural Gas Company, provides regulated natural gas distribution services to residential, commercial, industrial and transportation customers in Oregon and Southwest Washington. The company is headquartered in Portland, Oregon.

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