Brookfield Infrastructure Partners LP vs Zeta Global Holdings Corp — how do they compare? Brookfield Infrastructure Partners LP trades at $39.54 (market cap $18.10B), while Zeta Global Holdings Corp trades at $28.24 (market cap $7.32B). The key difference: Brookfield Infrastructure Partners LP is far larger — about 2.5× Zeta Global Holdings Corp's market cap, and Brookfield Infrastructure Partners LP pays a 4.62% dividend while Zeta Global Holdings Corp pays none. Which is the better fit depends on your goals.
| BIP | ZETA | |
|---|---|---|
Market Cap | $18.10B | $7.32B |
Sector | Industrials | Technology |
52-Week High | $42.62 | $29.15 |
52-Week Low | $29.81 | $14.55 |
Enterprise Value | $77.05B | $7.20B |
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.
ZETA trades at $28.55, up 3.67% today, near its consensus price target of $30.44. The stock shows bullish technical signals with strong moving average support and resistance at $30. Fundamentally, revenue grew to $1.3B in 2025 with a gross margin of 59.48%, though net income remains negative. Recent Q2 2026 earnings beat estimates with 44% revenue growth, marking the 20th consecutive beat-and-raise quarter, driven by AI adoption and partnerships.
Outlook is positive with analyst consensus at Buy (73%) and a $30.44 target, but risks include rich valuation (P/S 4.35, EV/EBITDA 95.89) and execution challenges in integrating AI growth. Investors face volatility from high RSI levels, yet sustained earnings momentum and institutional accumulation support upside potential.
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →