Brookfield Infrastructure Partners LP vs Baker Hughes Co — how do they compare? Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B), while Baker Hughes Co trades at $64.97 (market cap $63.60B). The key difference: Baker Hughes Co is far larger — about 3.6× 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.
| BIP | BKR | |
|---|---|---|
Market Cap | $17.46B | $63.60B |
Sector | Industrials | Energy |
52-Week High | $42.62 | $69.67 |
52-Week Low | $29.81 | $42.51 |
Enterprise Value | $76.41B | $64.13B |
Dividend Yield | 4.79% | 1.44% |
Signals from Pluang's Aura AI — not financial advice
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.
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
Trailing returns across standard periods
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 →Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
Read more on BKR →