Brookfield Infrastructure Partners LP vs CF Industries Holdings, Inc. — how do they compare? Brookfield Infrastructure Partners LP trades at $38.61 (market cap $17.38B), while CF Industries Holdings, Inc. trades at $117.98 (market cap $18.31B). The key difference: Brookfield Infrastructure Partners LP and CF Industries Holdings, Inc. are close in size by market cap, and Brookfield Infrastructure Partners LP pays the higher dividend (4.77%). Which is the better fit depends on your goals.
| BIP | CF | |
|---|---|---|
Market Cap | $17.38B | $18.31B |
Sector | Industrials | Basic Materials |
52-Week High | $40.08 | $137.55 |
52-Week Low | $29.81 | $76.08 |
Enterprise Value | $79.06B | $19.89B |
Dividend Yield | 4.77% | 2.01% |
Signals from Pluang's Aura AI — not financial advice
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.
CF Industries stock trades at $120.92, up 3.42% today, with a bullish technical outlook and strong fundamentals. Recent earnings beats, a 20% dividend hike announced July 8, 2026, and robust profitability metrics like a 23.73% net margin support investor confidence. The stock is near consensus price targets, with moving averages signaling upward momentum.
The outlook is positive, driven by firm nitrogen demand and shareholder returns, but risks include input cost pressures and cyclical industry headwinds. Upside potential exists if earnings continue to exceed expectations, though overbought RSI levels suggest near-term consolidation may occur.
Trailing returns across standard periods
Latest headlines on both assets
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 →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →