Brookfield Infrastructure Partners LP vs Realty Income Corp — how do they compare? Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B), while Realty Income Corp trades at $61.96 (market cap $58.56B). The key difference: Realty Income Corp is far larger — about 3.4× Brookfield Infrastructure Partners LP's market cap, and Realty Income Corp pays the higher dividend (5.25%). Which is the better fit depends on your goals.
| BIP | O | |
|---|---|---|
Market Cap | $17.46B | $58.56B |
Sector | Industrials | Real Estate |
52-Week High | $42.62 | $67.56 |
52-Week Low | $29.81 | $55.93 |
Enterprise Value | $76.41B | $89.19B |
Dividend Yield | 4.79% | 5.25% |
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.
Realty Income (O) trades at $62.51, up 0.24% today, with a bearish technical signal from moving averages but bullish oscillators like RSI. The REIT reported Q2 2026 AFFO of $1.09 per share, matching estimates, and raised full-year guidance, supported by a 98.8% occupancy rate. Recent news highlights its high dividend yield and 115th consecutive quarterly increase, alongside a $6 billion data center joint venture announced in August 2026.
Outlook: Strong dividend growth and strategic expansion into data centers offer upside, but high P/E of 45.63 and recent EPS misses pose valuation risks. Analysts target $67.13 consensus, implying modest growth, with debt-to-asset ratio rising to 39.93% in 2025 signaling financial leverage concerns.
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 →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →