BHP Billiton Limited vs Brookfield Infrastructure Partners LP — how do they compare? BHP Billiton Limited trades at $84.74 (market cap $205.61B), while Brookfield Infrastructure Partners LP trades at $38.84 (market cap $17.38B). The key difference: BHP Billiton Limited is far larger — about 11.8× 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.
| BHP | BIP | |
|---|---|---|
Market Cap | $205.61B | $17.38B |
Sector | Basic Materials | Industrials |
52-Week High | $93.15 | $40.08 |
52-Week Low | $50.37 | $29.81 |
Enterprise Value | $219.82B | $79.06B |
Dividend Yield | 3.15% | 4.77% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $81.37, down 0.38% with neutral technical signals. The stock shows strong profitability with 18.97% net margin and 20.13% ROE, though recent earnings missed expectations in Q4 2025. Cash flow remains positive with $75M net in 2024, while debt-to-asset ratio increased to 17.65%. Recent news highlights labor strikes and a $2.3B writedown at the Jansen potash project.
Outlook is mixed: solid fundamentals and analyst buy ratings (22.58%) support potential upside, but near-term risks from operational disruptions and cost overruns may pressure shares. Investors should weigh strong cash generation against execution challenges under new leadership.
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
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →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 →