Brookfield Infrastructure Partners LP vs GXO Logistics Inc — how do they compare? Brookfield Infrastructure Partners LP trades at $39.54 (market cap $18.10B), while GXO Logistics Inc trades at $47.96 (market cap $5.37B). The key difference: Brookfield Infrastructure Partners LP is far larger — about 3.4× GXO Logistics Inc's market cap, and Brookfield Infrastructure Partners LP pays a 4.62% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| BIP | GXO | |
|---|---|---|
Market Cap | $18.10B | $5.37B |
Sector | Industrials | Industrials |
52-Week High | $42.62 | $65.59 |
52-Week Low | $29.81 | $45.52 |
Enterprise Value | $77.05B | $10.72B |
Dividend Yield | 4.62% | — |
Signals from Pluang's Aura AI — not financial advice
Brookfield Infrastructure Partners (BIP) trades at $39.45, up 3.87% today, with a bullish technical signal from moving averages. The company reported revenue of $23.10B in 2025 but has missed recent EPS estimates, with Q2 2026 actual EPS at -$0.07 versus a $0.16 expectation. Recent news highlights its dividend appeal and corporate simplification plans, while analyst consensus remains strongly positive with a $44.67 price target.
BIP offers a high dividend yield and attractive EV/EBITDA valuation, but faces risks from earnings misses and high debt. The stock's upside depends on execution of its infrastructure strategy and improved profitability. Investor sentiment is buoyed by institutional support and media coverage emphasizing long-term value, though near-term volatility may persist amid macroeconomic uncertainty.
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
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 →GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →