Brookfield Infrastructure Corp (BIPC)vsSouthwest Gas Holdings Inc (SWX)
BIPC
Brookfield Infrastructure Corp
$38.17
-1.78%
UTILITIES · Cap: $5.46B
SWX
Southwest Gas Holdings Inc
$86.35
+0.61%
UTILITIES · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Corp generates 88% more annual revenue ($3.66B vs $1.94B). SWX leads profitability with a 22.7% profit margin vs -4.3%. SWX earns a higher WallStSmart Score of 57/100 (C).
BIPC
Buy57
out of 100
Grade: C
SWX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIPC.
Margin of Safety
-289.0%
Fair Value
$22.10
Current Price
$86.35
$64.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Strong operational efficiency at 61.2%
Revenue surging 50.0% year-over-year
Earnings expanding 1570.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 33.9%
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Currently unprofitable
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 13.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BIPC
The strongest argument for BIPC centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 50.0% demonstrates continued momentum.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.
Bear Case : BIPC
The primary concerns for BIPC are Profit Margin.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
BIPC profiles as a hypergrowth stock while SWX is a declining play — different risk/reward profiles.
BIPC carries more volatility with a beta of 1.37 — expect wider price swings.
BIPC is growing revenue faster at 50.0% — sustainability is the question.
BIPC generates stronger free cash flow (500M), providing more financial flexibility.
Bottom Line
BIPC scores higher overall (57/100 vs 57/100) and 50.0% 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 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.
Visit Website →Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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