Diversified Utilities
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BIP vs GEV
Revenue, margins, valuation, and 5-year total return — side by side.
Renewable Utilities
BIP vs GEV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Diversified Utilities | Renewable Utilities |
| Market Cap | $17.07B | $281.02B |
| Revenue (TTM) | $24.01B | $39.38B |
| Net Income (TTM) | $417M | $9.38B |
| Gross Margin | 27.0% | 19.9% |
| Operating Margin | 25.2% | 3.9% |
| Forward P/E | 30.9x | 37.6x |
| Total Debt | $64.50B | $0.00 |
| Cash & Equiv. | $3.20B | $8.85B |
BIP vs GEV — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 24 | May 26 | Return |
|---|---|---|---|
| Brookfield Infrastr… (BIP) | 100 | 118.4 | +18.4% |
| GE Vernova Inc. (GEV) | 100 | 764.7 | +664.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BIP vs GEV
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BIP carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 15 yrs, beta 0.63, yield 10.3%
- Rev growth 9.8%, EPS growth 7.2%, 3Y rev CAGR 17.0%
- Lower volatility, beta 0.63, current ratio 2.48x
GEV is the clearest fit if your priority is long-term compounding.
- 7.0% 10Y total return vs BIP's 195.1%
- 23.8% margin vs BIP's 1.7%
- +157.4% vs BIP's +22.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.8% revenue growth vs GEV's 8.9% | |
| Value | Lower P/E (30.9x vs 37.6x) | |
| Quality / Margins | 23.8% margin vs BIP's 1.7% | |
| Stability / Safety | Beta 0.63 vs GEV's 1.76 | |
| Dividends | 10.3% yield, 15-year raise streak, vs GEV's 0.1% | |
| Momentum (1Y) | +157.4% vs BIP's +22.3% | |
| Efficiency (ROA) | 15.2% ROA vs BIP's 0.3%, ROIC 27.9% vs 4.8% |
BIP vs GEV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BIP vs GEV — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — BIP and GEV each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GEV is the larger business by revenue, generating $39.4B annually — 1.6x BIP's $24.0B. GEV is the more profitable business, keeping 23.8% of every revenue dollar as net income compared to BIP's 1.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $24.0B | $39.4B |
| EBITDAEarnings before interest/tax | $10.2B | $2.2B |
| Net IncomeAfter-tax profit | $417M | $9.4B |
| Free Cash FlowCash after capex | -$13.7B | $3.6B |
| Gross MarginGross profit ÷ Revenue | +27.0% | +19.9% |
| Operating MarginEBIT ÷ Revenue | +25.2% | +3.9% |
| Net MarginNet income ÷ Revenue | +1.7% | +23.8% |
| FCF MarginFCF ÷ Revenue | -57.2% | +9.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.9% | +16.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -6.2% | +18.2% |
Valuation Metrics
BIP leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 37.7x trailing earnings, BIP trades at a 36% valuation discount to GEV's 59.1x P/E. On an enterprise value basis, BIP's 8.0x EV/EBITDA is more attractive than GEV's 121.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $17.1B | $281.0B |
| Enterprise ValueMkt cap + debt − cash | $78.4B | $272.2B |
| Trailing P/EPrice ÷ TTM EPS | 37.69x | 59.12x |
| Forward P/EPrice ÷ next-FY EPS est. | 30.91x | 37.62x |
| PEG RatioP/E ÷ EPS growth rate | 1.12x | — |
| EV / EBITDAEnterprise value multiple | 7.98x | 121.45x |
| Price / SalesMarket cap ÷ Revenue | 0.74x | 7.38x |
| Price / BookPrice ÷ Book value/share | 0.48x | 23.47x |
| Price / FCFMarket cap ÷ FCF | — | 75.73x |
Profitability & Efficiency
GEV leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
GEV delivers a 79.7% return on equity — every $100 of shareholder capital generates $80 in annual profit, vs $1 for BIP. On the Piotroski fundamental quality scale (0–9), BIP scores 8/9 vs GEV's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +1.2% | +79.7% |
| ROA (TTM)Return on assets | +0.3% | +15.2% |
| ROICReturn on invested capital | +4.8% | +27.9% |
| ROCEReturn on capital employed | +5.3% | +6.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 |
| Debt / EquityFinancial leverage | 1.82x | — |
| Net DebtTotal debt minus cash | $61.3B | -$8.8B |
| Cash & Equiv.Liquid assets | $3.2B | $8.8B |
| Total DebtShort + long-term debt | $64.5B | $0 |
| Interest CoverageEBIT ÷ Interest expense | 1.81x | — |
Total Returns (Dividends Reinvested)
GEV leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GEV five years ago would be worth $79,830 today (with dividends reinvested), compared to $12,535 for BIP. Over the past 12 months, GEV leads with a +157.4% total return vs BIP's +22.3%. The 3-year compound annual growth rate (CAGR) favors GEV at 99.9% vs BIP's 5.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +9.0% | +54.0% |
| 1-Year ReturnPast 12 months | +22.3% | +157.4% |
| 3-Year ReturnCumulative with dividends | +17.8% | +698.3% |
| 5-Year ReturnCumulative with dividends | +25.3% | +698.3% |
| 10-Year ReturnCumulative with dividends | +195.1% | +698.3% |
| CAGR (3Y)Annualised 3-year return | +5.6% | +99.9% |
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 GEV's 1.76 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 GEV's 88.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.63x | 1.76x |
| 52-Week HighHighest price in past year | $40.32 | $1181.95 |
| 52-Week LowLowest price in past year | $29.63 | $387.03 |
| % of 52W HighCurrent price vs 52-week peak | +91.6% | +88.5% |
| RSI (14)Momentum oscillator 0–100 | 56.9 | 66.5 |
| Avg Volume (50D)Average daily shares traded | 1.0M | 2.4M |
Analyst Outlook
BIP leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BIP as "Buy" and GEV as "Buy". Consensus price targets imply 25.1% upside for BIP (target: $46) vs 7.1% for GEV (target: $1120). BIP is the only dividend payer here at 10.26% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $46.20 | $1119.95 |
| # AnalystsCovering analysts | 16 | 28 |
| Dividend YieldAnnual dividend ÷ price | +10.3% | +0.1% |
| Dividend StreakConsecutive years of raises | 15 | 1 |
| Dividend / ShareAnnual DPS | $3.79 | $1.00 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.1% | +1.2% |
BIP leads in 3 of 6 categories (Valuation Metrics, Risk & Volatility). GEV leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
BIP vs GEV: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BIP or GEV a better buy right now?
For growth investors, Brookfield Infrastructure Partners L.
P. (BIP) is the stronger pick with 9. 8% revenue growth year-over-year, versus 8. 9% for GE Vernova Inc. (GEV). Brookfield Infrastructure Partners L. P. (BIP) offers the better valuation at 37. 7x trailing P/E (30. 9x 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 has the better valuation — BIP or GEV?
On trailing P/E, Brookfield Infrastructure Partners L.
P. (BIP) is the cheapest at 37. 7x versus GE Vernova Inc. at 59. 1x. On forward P/E, Brookfield Infrastructure Partners L. P. is actually cheaper at 30. 9x.
03Which is the better long-term investment — BIP or GEV?
Over the past 5 years, GE Vernova Inc.
(GEV) delivered a total return of +698. 3%, compared to +25. 3% for Brookfield Infrastructure Partners L. P. (BIP). Over 10 years, the gap is even starker: GEV returned +698. 3% versus BIP's +195. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BIP or GEV?
By beta (market sensitivity over 5 years), Brookfield Infrastructure Partners L.
P. (BIP) is the lower-risk stock at 0. 63β versus GE Vernova Inc. 's 1. 76β — meaning GEV is approximately 181% more volatile than BIP relative to the S&P 500.
05Which is growing faster — BIP or GEV?
By revenue growth (latest reported year), Brookfield Infrastructure Partners L.
P. (BIP) is pulling ahead at 9. 8% versus 8. 9% for GE Vernova Inc. (GEV). On earnings-per-share growth, the picture is similar: Brookfield Infrastructure Partners L. P. grew EPS 716. 7% year-over-year, compared to 217. 0% for GE Vernova Inc.. 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.
06Which has better profit margins — BIP or GEV?
GE Vernova Inc.
(GEV) is the more profitable company, earning 12. 8% net margin versus 1. 9% for Brookfield Infrastructure Partners L. P. — meaning it keeps 12. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BIP leads at 25. 1% versus 3. 6% for GEV. At the gross margin level — before operating expenses — BIP leads at 26. 9%, 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.
07Is BIP or GEV more undervalued right now?
On forward earnings alone, Brookfield Infrastructure Partners L.
P. (BIP) trades at 30. 9x forward P/E versus 37. 6x for GE Vernova Inc. — 6. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BIP: 25. 1% to $46. 20.
08Which pays a better dividend — BIP or GEV?
In this comparison, BIP (10.
3% yield) pays a dividend. GEV does not pay a meaningful dividend and should not be held primarily for income.
09Is BIP or GEV 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, +195. 1% 10Y return). GE Vernova Inc. (GEV) carries a higher beta of 1. 76 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BIP: +195. 1%, GEV: +698. 3%), 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.
10What are the main differences between BIP and GEV?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BIP is a mid-cap income-oriented stock; GEV is a large-cap quality compounder stock. BIP pays a dividend while GEV does not, making them suitable for different income and tax situations. 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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