BEPH
Brookfield BRP Holdings Canada 4.625% Perpetual Subordinated Notes
Real Estate - Development
Market Cap$4.26B
5Y Perf.-38.5%
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Stock Comparison
BEPH vs BIP
Revenue, margins, valuation, and 5-year total return — side by side.
BIP
Brookfield Infrastructure Partners L.P.
Diversified Utilities
Market Cap$17.07B
5Y Perf.+2.6%
BEPH vs BIP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BEPH | BIP |
|---|---|---|
| Industry | Real Estate - Development | Diversified Utilities |
| Market Cap | $4.26B | $17.07B |
| Revenue (TTM) | $6.30B | $24.01B |
| Net Income (TTM) | $-213M | $417M |
| Gross Margin | 55.6% | 27.0% |
| Operating Margin | 16.0% | 25.2% |
| Forward P/E | — | 32.0x |
| Total Debt | $35.90B | $64.50B |
| Cash & Equiv. | $3.13B | $3.20B |
BEPH vs BIP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BEPH
BIP
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| Brookfield BRP Hold… (BEPH) | 100 | 61.5 | -38.5% |
| Brookfield Infrastr… (BIP) | 100 | 102.6 | +2.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BEPH vs BIP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BIP leads in 4 of 6 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Brookfield BRP Holdings Canada 4.625% Perpetual Subordinated Notes is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
BEPH
Brookfield BRP Holdings Canada 4.625% Perpetual Subordinated Notes
The Real Estate Income Play
BEPH is the clearest fit if your priority is growth exposure.
- Rev growth 16.6%, EPS growth -178.1%, 3Y rev CAGR 12.8%
- 16.6% FFO/revenue growth vs BIP's 9.8%
- 23.7% yield, vs BIP's 10.3%
Best for: growth exposure
BIP
Brookfield Infrastructure Partners L.P.
The Income Pick
BIP carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 15 yrs, beta 0.63, yield 10.3%
- 195.1% 10Y total return vs BEPH's -16.8%
- Lower volatility, beta 0.63, current ratio 2.48x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BEPH | 16.6% FFO/revenue growth vs BIP's 9.8% |
| Quality / Margins | BIP | 1.7% margin vs BEPH's -3.4% |
| Stability / Safety | BIP | Beta 0.63 vs BEPH's 1.00 |
| Dividends | BEPH | 23.7% yield, vs BIP's 10.3% |
| Momentum (1Y) | BIP | +22.3% vs BEPH's +9.3% |
| Efficiency (ROA) | BIP | 0.3% ROA vs BEPH's -0.2%, ROIC 4.8% vs 1.3% |
BEPH vs BIP — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBIPLAGGINGBEPH
BEPHBrookfield BRP Holdin…
1leads
BIPBrookfield Infrastruc…
4leads
6 Total Categories
CATEGORYLEADERvs BEPHMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BIP4/6
Valuation MetricsMultiples, price ratios, and targets
BEPH3/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BIP6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BIP4/6
Risk & VolatilityBeta, volatility, and downside exposure
BIP2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
BIP leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BIP is the larger business by revenue, generating $24.0B annually — 3.8x BEPH's $6.3B. BIP is the more profitable business, keeping 1.7% of every revenue dollar as net income compared to BEPH's -3.4%. On growth, BIP holds the edge at +16.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BEPHBrookfield BRP Ho… | BIPBrookfield Infras… |
|---|---|---|
| RevenueTrailing 12 months | $6.3B | $24.0B |
| EBITDAEarnings before interest/tax | $3.3B | $10.2B |
| Net IncomeAfter-tax profit | -$213M | $417M |
| Free Cash FlowCash after capex | -$4.5B | -$13.7B |
| Gross MarginGross profit ÷ Revenue | +55.6% | +27.0% |
| Operating MarginEBIT ÷ Revenue | +16.0% | +25.2% |
| Net MarginNet income ÷ Revenue | -3.4% | +1.7% |
| FCF MarginFCF ÷ Revenue | -71.9% | -57.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.6% | +16.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +28.1% | -6.2% |
BIP leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
BEPH leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, BIP's 8.0x EV/EBITDA is more attractive than BEPH's 12.0x.
| Metric | BEPHBrookfield BRP Ho… | BIPBrookfield Infras… |
|---|---|---|
| Market CapShares × price | $4.3B | $17.1B |
| Enterprise ValueMkt cap + debt − cash | $37.0B | $78.4B |
| Trailing P/EPrice ÷ TTM EPS | -16.79x | 37.69x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 32.02x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.12x |
| EV / EBITDAEnterprise value multiple | 11.97x | 7.98x |
| Price / SalesMarket cap ÷ Revenue | 0.73x | 0.74x |
| Price / BookPrice ÷ Book value/share | 0.12x | 0.48x |
| Price / FCFMarket cap ÷ FCF | — | — |
BEPH leads this category, winning 3 of 4 comparable metrics.
Profitability & Efficiency
BIP leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BIP delivers a 1.2% return on equity — every $100 of shareholder capital generates $1 in annual profit, vs $-1 for BEPH. BEPH carries lower financial leverage with a 0.98x debt-to-equity ratio, signaling a more conservative balance sheet compared to BIP's 1.82x. On the Piotroski fundamental quality scale (0–9), BIP scores 8/9 vs BEPH's 4/9, reflecting strong financial health.
| Metric | BEPHBrookfield BRP Ho… | BIPBrookfield Infras… |
|---|---|---|
| ROE (TTM)Return on equity | -0.6% | +1.2% |
| ROA (TTM)Return on assets | -0.2% | +0.3% |
| ROICReturn on invested capital | +1.3% | +4.8% |
| ROCEReturn on capital employed | +1.5% | +5.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 8 |
| Debt / EquityFinancial leverage | 0.98x | 1.82x |
| Net DebtTotal debt minus cash | $32.8B | $61.3B |
| Cash & Equiv.Liquid assets | $3.1B | $3.2B |
| Total DebtShort + long-term debt | $35.9B | $64.5B |
| Interest CoverageEBIT ÷ Interest expense | 0.54x | 1.81x |
BIP leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BIP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BIP five years ago would be worth $12,535 today (with dividends reinvested), compared to $8,404 for BEPH. Over the past 12 months, BIP leads with a +22.3% total return vs BEPH's +9.3%. The 3-year compound annual growth rate (CAGR) favors BEPH at 7.1% vs BIP's 5.6% — a key indicator of consistent wealth creation.
| Metric | BEPHBrookfield BRP Ho… | BIPBrookfield Infras… |
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | +9.0% |
| 1-Year ReturnPast 12 months | +9.3% | +22.3% |
| 3-Year ReturnCumulative with dividends | +22.9% | +17.8% |
| 5-Year ReturnCumulative with dividends | -16.0% | +25.3% |
| 10-Year ReturnCumulative with dividends | -16.8% | +195.1% |
| CAGR (3Y)Annualised 3-year return | +7.1% | +5.6% |
BIP leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
BIP leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BIP is the less volatile stock with a 0.63 beta — it tends to amplify market swings less than BEPH's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BIP currently trades 91.6% from its 52-week high vs BEPH's 88.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BEPHBrookfield BRP Ho… | BIPBrookfield Infras… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 0.63x |
| 52-Week HighHighest price in past year | $16.89 | $40.32 |
| 52-Week LowLowest price in past year | $7.51 | $29.63 |
| % of 52W HighCurrent price vs 52-week peak | +88.5% | +91.6% |
| RSI (14)Momentum oscillator 0–100 | 57.4 | 56.9 |
| Avg Volume (50D)Average daily shares traded | 25K | 1.0M |
BIP leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — BEPH and BIP each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, BEPH offers the higher dividend yield at 23.70% vs BIP's 10.26%.
| Metric | BEPHBrookfield BRP Ho… | BIPBrookfield Infras… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $46.20 |
| # AnalystsCovering analysts | — | 16 |
| Dividend YieldAnnual dividend ÷ price | +23.7% | +10.3% |
| Dividend StreakConsecutive years of raises | 0 | 15 |
| Dividend / ShareAnnual DPS | $3.54 | $3.79 |
| Buyback YieldShare repurchases ÷ mkt cap | +4.1% | +1.1% |
Evenly matched — BEPH and BIP each lead in 1 of 2 comparable metrics.
Key Takeaway
BIP leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BEPH leads in 1 (Valuation Metrics). 1 tied.
Best OverallBrookfield Infrastructure P… (BIP)Leads 4 of 6 categories
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BEPH vs BIP: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is BEPH or BIP a better buy right now?
For growth investors, Brookfield BRP Holdings Canada 4.
625% Perpetual Subordinated Notes (BEPH) is the stronger pick with 16. 6% revenue growth year-over-year, versus 9. 8% for Brookfield Infrastructure Partners L. P. (BIP). Brookfield Infrastructure Partners L. P. (BIP) offers the better valuation at 37. 7x trailing P/E (32. 0x forward), making it the more compelling value choice. Analysts rate Brookfield Infrastructure Partners L. P. (BIP) a "Buy" — based on 16 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — BEPH or BIP?
Over the past 5 years, Brookfield Infrastructure Partners L.
P. (BIP) delivered a total return of +25. 3%, compared to -16. 0% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes (BEPH). Over 10 years, the gap is even starker: BIP returned +194. 1% versus BEPH's -16. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — BEPH or BIP?
By beta (market sensitivity over 5 years), Brookfield Infrastructure Partners L.
P. (BIP) is the lower-risk stock at 0. 63β versus Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes's 1. 03β — meaning BEPH is approximately 64% more volatile than BIP relative to the S&P 500. On balance sheet safety, Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes (BEPH) carries a lower debt/equity ratio of 98% versus 182% for Brookfield Infrastructure Partners L. P. — giving it more financial flexibility in a downturn.
04Which is growing faster — BEPH or BIP?
By revenue growth (latest reported year), Brookfield BRP Holdings Canada 4.
625% Perpetual Subordinated Notes (BEPH) is pulling ahead at 16. 6% versus 9. 8% for Brookfield Infrastructure Partners L. P. (BIP). On earnings-per-share growth, the picture is similar: Brookfield Infrastructure Partners L. P. grew EPS 716. 7% year-over-year, compared to -178. 1% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes. Over a 3-year CAGR, BIP leads at 17. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — BEPH or BIP?
Brookfield Infrastructure Partners L.
P. (BIP) is the more profitable company, earning 1. 9% net margin versus -3. 7% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes — meaning it keeps 1. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BIP leads at 25. 1% versus 18. 4% for BEPH. At the gross margin level — before operating expenses — BEPH leads at 56. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — BEPH or BIP?
All stocks in this comparison pay dividends.
Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes (BEPH) offers the highest yield at 23. 7%, versus 10. 3% for Brookfield Infrastructure Partners L. P. (BIP).
07Is BEPH or BIP better for a retirement portfolio?
For long-horizon retirement investors, Brookfield Infrastructure Partners L.
P. (BIP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 63), 10. 3% yield, +194. 1% 10Y return). Both have compounded well over 10 years (BIP: +194. 1%, BEPH: -16. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between BEPH and BIP?
These companies operate in different sectors (BEPH (Real Estate) and BIP (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BEPH is a small-cap high-growth stock; BIP is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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