Bill.com Holdings Inc vs Brookfield Infrastructure Partners LP — how do they compare? Bill.com Holdings Inc trades at $44.35 (market cap $4.12B), while Brookfield Infrastructure Partners LP trades at $38.91 (market cap $17.38B). The key difference: Brookfield Infrastructure Partners LP is far larger — about 4.2× Bill.com Holdings Inc's market cap, and Brookfield Infrastructure Partners LP pays a 4.77% dividend while Bill.com Holdings Inc pays none. Which is the better fit depends on your goals.
| BILL | BIP | |
|---|---|---|
Market Cap | $4.12B | $17.38B |
Sector | Technology | Industrials |
52-Week High | $56.32 | $40.08 |
52-Week Low | $31.96 | $29.81 |
Enterprise Value | $3.83B | $79.06B |
Dividend Yield | — | 4.77% |
Signals from Pluang's Aura AI — not financial advice
BILL Holdings trades at $42.86, up 3.63% today, with strong technical momentum and bullish analyst sentiment. The stock has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $0.68 surpassing the $0.55 estimate. Revenue growth is robust, rising from $642M in 2022 to $1.46B in 2025, though net margins remain thin at 0.01%. Recent leadership changes and a $1B buyback program signal strategic focus on growth and shareholder value.
Outlook is positive with a consensus price target of $48.00 implying 12% upside, supported by 56% analyst buy ratings. Key risks include high valuation multiples (P/E 213.91), competitive pressures in SaaS, and sensitivity to small business economic health. Cash flow trends show operational improvement, but investing outflows remain elevated.
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
Bill.com Holdings Inc is a provider of cloud-based software that simplifies, digitizes, and automates financial operations for SMBs. Its artificial-intelligence enabled financial software platform used mostly to build connections between customers, suppliers, and clients. The company's platform generates and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. The firm generates revenue through subscription and transaction fees.
Read more on BILL →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 →