Brookfield Infrastructure Partners LP vs Dell Technologies Inc — how do they compare? Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B), while Dell Technologies Inc trades at $447.5 (market cap $295.86B). The key difference: Dell Technologies Inc is far larger — about 16.9× 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 | DELL | |
|---|---|---|
Market Cap | $17.46B | $295.86B |
Sector | Industrials | Technology |
52-Week High | $42.62 | $467.27 |
52-Week Low | $29.81 | $111.10 |
Enterprise Value | $76.41B | $315.44B |
Dividend Yield | 4.79% | 0.55% |
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.
Dell Technologies stock trades at $453.78, up 3.69% in the last 24 hours, reflecting strong momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with support at $428 and resistance at $467. Recent quarterly EPS results exceeded expectations, with Q1 2026 actual EPS of $4.86 beating the $2.96 estimate, signaling robust operational performance. Revenue for 2025 reached $95.57 billion, with a net income margin of 6.28%, while analyst consensus leans bullish with a $503.76 price target.
The outlook for Dell is positive, supported by growth in AI infrastructure and a solid financial trajectory, but risks include competitive pressures and reliance on tech spending cycles. Investment opportunities center on expanding profit margins and market share in servers, though investors should monitor debt levels and macroeconomic factors that could impact stock volatility.
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 →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →