Brookfield Infrastructure Partners LP vs Celestica Inc — how do they compare? Brookfield Infrastructure Partners LP trades at $38.19 (market cap $17.38B), while Celestica Inc trades at $348.7 (market cap $39.28B). The key difference: Celestica Inc is far larger — about 2.3× Brookfield Infrastructure Partners LP's market cap, and Brookfield Infrastructure Partners LP pays a 4.77% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| BIP | CLS | |
|---|---|---|
Market Cap | $17.38B | $39.28B |
Sector | Industrials | Technology |
52-Week High | $40.08 | $472.40 |
52-Week Low | $29.81 | $156.91 |
Enterprise Value | $79.06B | $39.68B |
Dividend Yield | 4.77% | — |
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.
Celestica (CLS) trades at $345.18, down 4.08% over 24 hours, with technical indicators showing a bearish trend near key support at $339. The company demonstrates strong fundamentals with Q1 2026 EPS of $2.16 beating estimates, revenue growth accelerating to 55.55% YoY, and a robust ROE of 52.45%. Recent leadership appointments and raised FY2026 revenue guidance to $19 billion reflect operational momentum amid AI and data center demand tailwinds.
Wall Street maintains a bullish outlook with 63% buy ratings and a $440.10 consensus price target, implying 27% upside. Key risks include competitive pressures in the EMS sector and execution challenges in margin expansion. The stock's high P/E of 41.82 warrants monitoring, but earnings beats and institutional confidence support a positive investment case pending Q2 results on July 28, 2026.
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 →Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →