Broadcom Inc vs Brookfield Infrastructure Partners LP — how do they compare? Broadcom Inc trades at $392.38 (market cap $1.85T), while Brookfield Infrastructure Partners LP trades at $38.91 (market cap $17.38B). The key difference: Broadcom Inc is far larger — about 106.4× Brookfield Infrastructure Partners LP's market cap, and Brookfield Infrastructure Partners LP pays the higher dividend (4.77%). Which is the better fit depends on your goals.
| AVGO | BIP | |
|---|---|---|
Market Cap | $1.85T | $17.38B |
Sector | Technology | Industrials |
52-Week High | $481.57 | $40.08 |
52-Week Low | $278.59 | $29.81 |
Enterprise Value | $1.90T | $79.06B |
Dividend Yield | 0.67% | 4.77% |
Signals from Pluang's Aura AI — not financial advice
Broadcom (AVGO) trades at $384.05, down 3.98% on the day, but maintains strong fundamental momentum with consistent earnings beats and robust revenue growth. The stock shows bullish technical signals with support at $380 and resistance at $392, while fundamentals reveal impressive profitability with 38.85% net margins and 37.28% ROE. Recent analyst coverage remains overwhelmingly positive with 86% buy ratings.
AVGO presents a compelling growth story with AI-driven revenue expansion and strong cash flow generation, though elevated valuation multiples (P/E 63.9) and high debt levels warrant caution. The consensus price target of $509.70 suggests significant upside potential if execution continues, but investors should monitor competitive pressures in the semiconductor space.
Brookfield Infrastructure Partners (BIP) trades at $37.61, down slightly by 0.11% today. The stock shows bullish technical signals with strong analyst support (81% buy ratings) and a $45.50 consensus price target. Recent earnings have been mixed with one beat and two misses, but the company maintains robust cash flows with $5.97B from operations in 2025. BIP offers a 5% dividend yield with recent H1-26 payment of $0.46 per share.
BIP presents a compelling value opportunity with discounted valuation metrics (P/S 0.73, EV/EBITDA 7.55) and strong infrastructure assets. However, investors face risks from recent earnings volatility, high P/E ratio of 57.8, and declining profit margins. The company's global infrastructure portfolio provides inflation protection and stable cash flows, supporting the bullish analyst consensus despite near-term headwinds.
Trailing returns across standard periods
Latest headlines on both assets
Broadcom--the combined entity of Broadcom and Avago--boasts a highly diverse product portfolio across an array of end markets. Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband products (such as television set-top box processors), and connectivity chips that handle standards such as Wi-Fi and Bluetooth. The company has acquired Brocade, CA Technologies, Symantec's enterprise security business, and has a pending deal to acquire VMware to bolster its offerings in software.
Read more on AVGO →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 →