Brookfield Infrastructure Partners LP vs Old Dominion Freight Line Inc — how do they compare? Brookfield Infrastructure Partners LP trades at $38.98 (market cap $17.38B), while Old Dominion Freight Line Inc trades at $225.47 (market cap $47.55B). The key difference: Old Dominion Freight Line Inc is far larger — about 2.7× Brookfield Infrastructure Partners LP's market cap, and Brookfield Infrastructure Partners LP pays the higher dividend (4.77%). Which is the better fit depends on your goals.
| BIP | ODFL | |
|---|---|---|
Market Cap | $17.38B | $47.55B |
Sector | Industrials | Industrials |
52-Week High | $40.08 | $248.73 |
52-Week Low | $29.81 | $126.29 |
Enterprise Value | $79.06B | $47.30B |
Dividend Yield | 4.77% | 0.51% |
Signals from Pluang's Aura AI — not financial advice
Brookfield Infrastructure Partners (BIP) trades at $37.61, down slightly by 0.11% today. The stock shows bullish technical signals with strong analyst support (81% buy ratings) and a $45.50 consensus price target. Recent earnings have been mixed with one beat and two misses, but the company maintains robust cash flows with $5.97B from operations in 2025. BIP offers a 5% dividend yield with recent H1-26 payment of $0.46 per share.
BIP presents a compelling value opportunity with discounted valuation metrics (P/S 0.73, EV/EBITDA 7.55) and strong infrastructure assets. However, investors face risks from recent earnings volatility, high P/E ratio of 57.8, and declining profit margins. The company's global infrastructure portfolio provides inflation protection and stable cash flows, supporting the bullish analyst consensus despite near-term headwinds.
ODFL trades at $232.9, up 2.32% today, with a bullish technical signal from moving averages and oscillators. The company maintains strong profitability with an 18.46% net income margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights improving LTL freight demand and a disciplined capital allocation strategy.
Outlook remains positive due to operational strength and market share gains, but elevated valuation multiples and competitive pressures from players like Amazon pose risks. The stock's proximity to its consensus price target of $232.20 suggests limited near-term upside, requiring careful monitoring of Q2 2026 earnings due July 29, 2026.
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 →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →