Brookfield Infrastructure Partners LP vs Annaly Capital Management, Inc. — how do they compare? Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B), while Annaly Capital Management, Inc. trades at $23.21 (market cap $17.27B). The key difference: Brookfield Infrastructure Partners LP and Annaly Capital Management, Inc. are close in size by market cap, and Annaly Capital Management, Inc. pays the higher dividend (13.09%). Which is the better fit depends on your goals.
| BIP | NLY | |
|---|---|---|
Market Cap | $17.46B | $17.27B |
Sector | Industrials | Financials |
52-Week High | $42.62 | $24.40 |
52-Week Low | $29.81 | $20.21 |
Enterprise Value | $76.41B | — |
Dividend Yield | 4.79% | 13.09% |
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.
No Aura AI signal available yet.
Trailing returns across standard periods
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 →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →