Amcor PLC vs Brookfield Infrastructure Partners LP — how do they compare? Amcor PLC trades at $43.2 (market cap $19.96B), while Brookfield Infrastructure Partners LP trades at $37.8 (market cap $17.26B). The key difference: Amcor PLC is the larger of the two by market cap, and Amcor PLC pays the higher dividend (6.02%). Which is the better fit depends on your goals.
| AMCR | BIP | |
|---|---|---|
Market Cap | $19.96B | $17.26B |
Sector | Basic Materials | Industrials |
52-Week High | $50.58 | $40.08 |
52-Week Low | $36.69 | $29.81 |
Enterprise Value | $35.08B | $78.93B |
Dividend Yield | 6.02% | 4.83% |
Signals from Pluang's Aura AI — not financial advice
AMCR trades at $43.18, up 1.12% today, with a bullish technical outlook and strong analyst consensus. The stock shows consistent earnings beats in recent quarters, with Q2 2026 EPS expected at $1.19. Revenue grew to $15.01B in 2025, though net income margin declined to 3.06%. Recent news highlights expansion in China and sustainable packaging partnerships, supporting growth prospects amid investor optimism.
The outlook for AMCR is positive, driven by earnings momentum and strategic initiatives, but risks include margin pressure and integration challenges from the Berry acquisition. With a consensus price target of $45.75, upside potential exists, though investors should monitor debt levels and competitive pressures in the packaging sector.
Brookfield Infrastructure Partners (BIP) trades at $37.65, up 0.97% today, with a bullish technical signal from moving averages. The stock shows mixed earnings performance but maintains strong cash flows and a 5% dividend yield. Recent news highlights its infrastructure assets as resilient to economic uncertainty, with accelerating growth despite a 15% year-to-date decline. Analyst consensus is strongly bullish with an $45.50 price target, citing undervaluation and AI data center tailwinds.
BIP offers attractive total return potential through dividend income and growth from inflation-linked contracts, but faces execution risks from high leverage and interest rate sensitivity. Near-term catalysts include Q2 2026 earnings on July 30, 2026, while misses in recent quarters and net income margin compression warrant caution for growth-focused investors.
Trailing returns across standard periods
Latest headlines on both assets
Amcor is a global plastics packaging behemoth, with global sales of USD 14.5 billion in fiscal 2022 following the acquisition of Bemis in 2019. Amcor's operations span over 40 countries globally and include significant emerging-market exposure equating to circa 20% of sales. Amcor's capabilities span flexible and rigid plastic packaging, which sell into defensive food, beverage, healthcare, household, and personal-care end markets.
Read more on AMCR →Brookfield Infrastructure owns and operates high-quality global assets across utilities, transport, midstream, and data sectors. It focuses on generating stable, long-term cash flows from essential infrastructure.
Read more on BIP →