Financial - Conglomerates
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BIPH vs SRE
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
BIPH vs SRE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Conglomerates | Diversified Utilities |
| Market Cap | $7.60B | $59.84B |
| Revenue (TTM) | $21.04B | $13.61B |
| Net Income (TTM) | $76M | $2.07B |
| Gross Margin | 25.5% | 36.3% |
| Operating Margin | 23.6% | 17.0% |
| Forward P/E | 137.3x | 17.9x |
| Total Debt | $51.09B | $36.29B |
| Cash & Equiv. | $2.07B | $2M |
BIPH vs SRE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 21 | May 26 | Return |
|---|---|---|---|
| Brookfield Infrastr… (BIPH) | 100 | 65.1 | -34.9% |
| Sempra (SRE) | 100 | 135.1 | +35.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BIPH vs SRE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BIPH is the clearest fit if your priority is growth exposure and defensive.
- Rev growth 17.3%, EPS growth -36.8%
- Beta 0.56, yield 21.6%, current ratio 3.33x
- 17.3% NII/revenue growth vs SRE's 5.8%
SRE carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 11 yrs, beta 0.37, yield 2.7%
- 115.5% 10Y total return vs BIPH's -11.3%
- Lower volatility, beta 0.37, Low D/E 86.4%, current ratio 1.59x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 17.3% NII/revenue growth vs SRE's 5.8% | |
| Value | Lower P/E (17.9x vs 137.3x) | |
| Quality / Margins | 15.2% margin vs BIPH's 0.3% | |
| Stability / Safety | Beta 0.37 vs BIPH's 0.56, lower leverage | |
| Dividends | 21.6% yield, 4-year raise streak, vs SRE's 2.7% | |
| Momentum (1Y) | +24.2% vs BIPH's +9.2% | |
| Efficiency (ROA) | 2.4% ROA vs BIPH's 0.1%, ROIC 3.2% vs 4.5% |
BIPH vs SRE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BIPH vs SRE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BIPH leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BIPH is the larger business by revenue, generating $21.0B annually — 1.5x SRE's $13.6B. SRE is the more profitable business, keeping 15.2% of every revenue dollar as net income compared to BIPH's 0.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $21.0B | $13.6B |
| EBITDAEarnings before interest/tax | $9.0B | $4.3B |
| Net IncomeAfter-tax profit | $76M | $2.1B |
| Free Cash FlowCash after capex | -$1.3B | -$6.9B |
| Gross MarginGross profit ÷ Revenue | +25.5% | +36.3% |
| Operating MarginEBIT ÷ Revenue | +23.6% | +17.0% |
| Net MarginNet income ÷ Revenue | +0.3% | +15.2% |
| FCF MarginFCF ÷ Revenue | -10.3% | -50.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | -3.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +67.5% | +26.9% |
Valuation Metrics
BIPH leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
At 33.3x trailing earnings, SRE trades at a 76% valuation discount to BIPH's 137.3x P/E. On an enterprise value basis, BIPH's 6.6x EV/EBITDA is more attractive than SRE's 16.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $7.6B | $59.8B |
| Enterprise ValueMkt cap + debt − cash | $56.6B | $96.1B |
| Trailing P/EPrice ÷ TTM EPS | 137.25x | 33.31x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.91x |
| PEG RatioP/E ÷ EPS growth rate | 6.24x | — |
| EV / EBITDAEnterprise value multiple | 6.58x | 16.53x |
| Price / SalesMarket cap ÷ Revenue | 0.36x | 4.36x |
| Price / BookPrice ÷ Book value/share | 0.25x | 1.42x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
SRE leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
SRE delivers a 5.1% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $0 for BIPH. SRE carries lower financial leverage with a 0.86x debt-to-equity ratio, signaling a more conservative balance sheet compared to BIPH's 1.71x. On the Piotroski fundamental quality scale (0–9), BIPH scores 7/9 vs SRE's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +0.3% | +5.1% |
| ROA (TTM)Return on assets | +0.1% | +2.4% |
| ROICReturn on invested capital | +4.5% | +3.2% |
| ROCEReturn on capital employed | +5.2% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 1.71x | 0.86x |
| Net DebtTotal debt minus cash | $49.0B | $36.3B |
| Cash & Equiv.Liquid assets | $2.1B | $2M |
| Total DebtShort + long-term debt | $51.1B | $36.3B |
| Interest CoverageEBIT ÷ Interest expense | 1.47x | 2.81x |
Total Returns (Dividends Reinvested)
SRE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SRE five years ago would be worth $15,038 today (with dividends reinvested), compared to $8,871 for BIPH. Over the past 12 months, SRE leads with a +24.2% total return vs BIPH's +9.2%. The 3-year compound annual growth rate (CAGR) favors SRE at 8.6% vs BIPH's 7.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.0% | +2.8% |
| 1-Year ReturnPast 12 months | +9.2% | +24.2% |
| 3-Year ReturnCumulative with dividends | +23.2% | +27.9% |
| 5-Year ReturnCumulative with dividends | -11.3% | +50.4% |
| 10-Year ReturnCumulative with dividends | -11.3% | +115.5% |
| CAGR (3Y)Annualised 3-year return | +7.2% | +8.6% |
Risk & Volatility
Evenly matched — BIPH and SRE each lead in 1 of 2 comparable metrics.
Risk & Volatility
SRE is the less volatile stock with a 0.37 beta — it tends to amplify market swings less than BIPH's 0.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.54x | 0.36x |
| 52-Week HighHighest price in past year | $17.82 | $101.03 |
| 52-Week LowLowest price in past year | $7.40 | $73.06 |
| % of 52W HighCurrent price vs 52-week peak | +92.4% | +90.7% |
| RSI (14)Momentum oscillator 0–100 | 55.9 | 45.7 |
| Avg Volume (50D)Average daily shares traded | 16K | 2.9M |
Analyst Outlook
Evenly matched — BIPH and SRE each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, BIPH offers the higher dividend yield at 21.62% vs SRE's 2.68%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $107.00 |
| # AnalystsCovering analysts | — | 25 |
| Dividend YieldAnnual dividend ÷ price | +21.6% | +2.7% |
| Dividend StreakConsecutive years of raises | 4 | 11 |
| Dividend / ShareAnnual DPS | $3.56 | $2.46 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.6% |
BIPH leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). SRE leads in 2 (Profitability & Efficiency, Total Returns). 2 tied.
BIPH vs SRE: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BIPH or SRE a better buy right now?
For growth investors, Brookfield Infrastructure Corpo (BIPH) is the stronger pick with 17.
3% revenue growth year-over-year, versus 5. 8% for Sempra (SRE). Sempra (SRE) offers the better valuation at 33. 3x trailing P/E (17. 9x forward), making it the more compelling value choice. Analysts rate Sempra (SRE) a "Buy" — based on 25 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 — BIPH or SRE?
On trailing P/E, Sempra (SRE) is the cheapest at 33.
3x versus Brookfield Infrastructure Corpo at 137. 3x.
03Which is the better long-term investment — BIPH or SRE?
Over the past 5 years, Sempra (SRE) delivered a total return of +50.
4%, compared to -11. 3% for Brookfield Infrastructure Corpo (BIPH). Over 10 years, the gap is even starker: SRE returned +115. 4% versus BIPH's -10. 9%. 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 — BIPH or SRE?
By beta (market sensitivity over 5 years), Sempra (SRE) is the lower-risk stock at 0.
36β versus Brookfield Infrastructure Corpo's 0. 54β — meaning BIPH is approximately 50% more volatile than SRE relative to the S&P 500. On balance sheet safety, Sempra (SRE) carries a lower debt/equity ratio of 86% versus 171% for Brookfield Infrastructure Corpo — giving it more financial flexibility in a downturn.
05Which is growing faster — BIPH or SRE?
By revenue growth (latest reported year), Brookfield Infrastructure Corpo (BIPH) is pulling ahead at 17.
3% versus 5. 8% for Sempra (SRE). On earnings-per-share growth, the picture is similar: Brookfield Infrastructure Corpo grew EPS -36. 8% year-over-year, compared to -37. 8% for Sempra. 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 — BIPH or SRE?
Sempra (SRE) is the more profitable company, earning 13.
4% net margin versus 0. 3% for Brookfield Infrastructure Corpo — meaning it keeps 13. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SRE leads at 23. 7% versus 23. 6% for BIPH. At the gross margin level — before operating expenses — SRE leads at 29. 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.
07Which pays a better dividend — BIPH or SRE?
All stocks in this comparison pay dividends.
Brookfield Infrastructure Corpo (BIPH) offers the highest yield at 21. 6%, versus 2. 7% for Sempra (SRE).
08Is BIPH or SRE better for a retirement portfolio?
For long-horizon retirement investors, Sempra (SRE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
36), 2. 7% yield, +115. 4% 10Y return). Both have compounded well over 10 years (SRE: +115. 4%, BIPH: -10. 9%), 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.
09What are the main differences between BIPH and SRE?
These companies operate in different sectors (BIPH (Financial Services) and SRE (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BIPH is a small-cap high-growth stock; SRE is a mid-cap quality compounder 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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