BHP Billiton Limited vs Brookfield Infrastructure Partners LP — how do they compare? BHP Billiton Limited trades at $89.94 (market cap $227.94B), while Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B). The key difference: BHP Billiton Limited is far larger — about 13.1× Brookfield Infrastructure Partners LP's market cap, and Brookfield Infrastructure Partners LP pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| BHP | BIP | |
|---|---|---|
Market Cap | $227.94B | $17.46B |
Sector | Basic Materials | Industrials |
52-Week High | $93.15 | $42.62 |
52-Week Low | $52.14 | $29.81 |
Enterprise Value | $242.14B | $76.41B |
Dividend Yield | 2.94% | 4.79% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $90.41, up 2.86% today, with a bullish technical signal from moving averages and strong support at $88-89. The company maintains solid profitability with 18.97% net income margin and 20.13% ROE, though recent earnings showed a Q4 2025 miss. Current labor strikes at Port Hedland operations pose near-term operational risks while copper production declines in Chile.
BHP presents a mixed outlook with strong fundamentals offset by operational challenges. The stock's valuation appears reasonable with P/E of 22.46 and EV/EBITDA of 8.24, but analyst consensus leans cautious with 64.5% hold ratings. Key opportunities include AI-driven copper demand growth, while risks center on labor disputes and production volatility.
Brookfield Infrastructure Partners (BIP) trades at $39.04, up 0.26% on the day, with a bullish technical signal and strong analyst support. The stock shows a high P/E ratio of 61.26 but attractive EV/EBITDA of 6.91, while recent earnings misses in Q4 2025 and Q1-Q2 2026 contrast with positive cash flow trends and a 2.6% net income margin. Recent news highlights dividend strength and corporate simplification efforts.
Outlook remains positive with a consensus price target of $44.67, offering ~14% upside, supported by bullish sentiment and infrastructure demand. Risks include earnings volatility, high debt-to-asset ratio of 69.68%, and macroeconomic pressures on profitability. The dividend yield and institutional interest provide stability, but execution on guidance is critical.
Trailing returns across standard periods
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 →