Brookfield Infrastructure Partners LP vs Cloudflare Inc — how do they compare? Brookfield Infrastructure Partners LP trades at $38.19 (market cap $17.25B), while Cloudflare Inc trades at $282.86 (market cap $95.67B). The key difference: Cloudflare Inc is far larger — about 5.5× Brookfield Infrastructure Partners LP's market cap, and Brookfield Infrastructure Partners LP pays a 4.84% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| BIP | NET | |
|---|---|---|
Market Cap | $17.25B | $95.67B |
Sector | Industrials | Technology |
52-Week High | $40.08 | $281.69 |
52-Week Low | $29.81 | $160.16 |
Enterprise Value | $78.92B | $95.03B |
Dividend Yield | 4.84% | — |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Cloudflare (NET) trades at $269.45, up 0.39% on the day, with a bullish technical signal from moving averages. The stock has beaten earnings estimates for three consecutive quarters, with Q2 2026 results pending. Revenue growth is strong, reaching $2.17 billion in 2025, but profitability remains a challenge with a net income margin of -3.72%. Recent news highlights strategic AI partnerships and product launches, including a research pilot with OpenAI and the introduction of Precursor for bot management.
The outlook for NET is cautiously optimistic, driven by AI infrastructure demand and cybersecurity tailwinds, but high valuation multiples and persistent losses pose risks. Analyst consensus is strongly bullish with a 72.5% buy rating, though the current price exceeds the average target of $257.43. Investors should weigh growth potential against profitability concerns and competitive pressures in the cloud sector.
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →