Aptiv PLC vs Brookfield Infrastructure Partners LP — how do they compare? Aptiv PLC trades at $59.16 (market cap $12.82B), while Brookfield Infrastructure Partners LP trades at $37.54 (market cap $17.26B). The key difference: Brookfield Infrastructure Partners LP is the larger of the two by market cap, and Brookfield Infrastructure Partners LP pays a 4.83% dividend while Aptiv PLC pays none. Which is the better fit depends on your goals.
| APTV | BIP | |
|---|---|---|
Market Cap | $12.82B | $17.26B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $76.82 | $40.08 |
52-Week Low | $52.57 | $29.81 |
Enterprise Value | $19.53B | $78.93B |
Dividend Yield | — | 4.83% |
Signals from Pluang's Aura AI — not financial advice
APTV trades at $59.23, down 2.21% on the day, amid a bearish technical signal. The company has beaten earnings estimates for the last three quarters, with Q2 2026 results expected soon. Revenue grew to $20.40B in 2025, though net income margin compressed to 1.77%. Analyst consensus is strongly bullish with a $78.57 price target. Recent news highlights Aptiv's technology partnerships and upcoming earnings release on August 4, 2026.
The outlook balances strong analyst support and earnings momentum against margin pressures and technical weakness. Investment opportunity lies in potential earnings beats and undervaluation relative to growth, but risks include competitive pressures and macroeconomic headwinds affecting automotive demand.
BIP trades at $37.65, up 0.97% today, with a bullish technical signal from moving averages and neutral oscillators. The stock has a consensus buy rating from analysts, with a $45.50 price target, and offers a dividend yield supported by recent H1-26 payment. Revenue grew to $23.10B in 2025, though net income margin is thin at 2.77%, and recent earnings have shown volatility with two misses in the last three quarters.
The outlook is positive due to strong analyst support and infrastructure asset resilience, but risks include earnings inconsistency, high debt levels, and interest rate sensitivity. The stock presents a value opportunity with a low P/S ratio of 0.72, but investors should weigh organic growth potential against margin pressures and macroeconomic headwinds.
Trailing returns across standard periods
Aptiv's signal and power solutions segment supplies components and systems that make up a vehicle's electrical system backbone, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The advanced safety and user experience segment provides body controls, infotainment and connectivity systems, passive and active safety electronics, advanced driver-assist technologies, and displays, as well as the development of software for these systems. Aptiv's largest customer is General Motors at roughly 12% of 2021 revenue, including sales to GM's Shanghai joint venture, followed by Stellantis at 11%, and Volkswagen at 9%. North America and Europe represented approximately 38% and 33% of total 2019 revenue, respectively.
Read more on APTV →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 →