TSE:BIP.UN

Brookfield Infrastructure Partners (BIP.UN.TO)

51.89
+0.27 (0.52%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
845 watching
0
Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Brookfield Infrastructure Partners (BIP.UN-T) is seen as a strong investment opportunity, particularly for income-focused investors. Analysts highlight the company's robust growth prospects, driven by inflation-linked cash flows and a diverse portfolio that includes infrastructure assets like airports and data centers. Many experts view the current valuation as attractive, trading around 10x cash flow with a yield between 4.5% to over 5.5%, which they consider safe given its payout ratio. Despite some mixed opinions on market performance, the consensus leans positively, suggesting that the stock is a solid choice amidst market volatility. The expected continued infrastructure spending adds a favorable backdrop for BIP's growth trajectory, making it a compelling long-term hold for investors seeking both income and appreciation.

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Consensus
Buy
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Valuation
Undervalued
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Similar
Brookfield, BN
PAST TOP PICK
(A Top Pick Mar 06/19, Up 37%) They go around the world making strategic infrastructure assets, currently targeting India like water treatment facilities. They go to countries that other countries can't, with their strategic relationships and can write a big cheque--they can finance big assets. They take debt to finance the asset and put the debt on the asset, a non-recourse, something he really likes, because if something were to happen at the asset level, the recourse from the bondholders is down to the asset and not back to the company. Strong managers.
TOP PICK
They manage $26 billion of global assets, from energy and utilities to transports. They have an excellent track record of growth. 94% of cash flow is regulated. The breakout above $60 was good. Today it went up during a strong sell-off. (Analysts’ price target is $72.21)
DON'T BUY
He is not a fan of Brookfield in general. Simply avoid it.
PAST TOP PICK
(A Top Pick Jan 18/19, Up 31%) This plays offence and defence, and was well-priced at the time. Still growing AFFO at 15% compounded annually. Despite great growth, still reasonable at 15x price to AFFO. You can still own this.
PARTIAL BUY
Overall, he has great admiration for all the Brookfield spin offs. He prefers holding the parent. For longer term investors, this would be a good time to add to a position. He does not own it, but will be watching it.
BUY
Brookfield has done well in general. This would be a good entry into a infrastructure company. Good diversification. He would be a buyer.
PAST TOP PICK
(A Top Pick Dec 19/18, Up 52%) This stock is still seeing earnings grow by 15% annually. It is still priced reasonably. They have solid 9% organic sales growth. He would wait for a pullback to add to a position.
BUY

BIP.UN vs. WSP They're different businesses. WSP is a consolidation play on the engineering side and have done a great job growing and consolidating that space. But he prefers BIP, though he expects WSP to continue to do well. BIP is more stable.

TOP PICK
4% yield with 14% dividend growth per year. It’s a safe stock with good infrastructure projects. A good growth potential over the next 5 years that is well diversified.
BUY
Brookfield property is where you want to go for the dividend. BIP.UN is more for growth. The dividend from the property side is quite safe and he would recommend it. Both are good company stocks. He likes the group in general.
PAST TOP PICK
(A Top Pick Nov 20/18, Up 35%) Continues to like it. Steady as she goes. Tried and true formula of redeploy capital, earn a nice return, sell the asset at a good return. Like a pipeline company for everything. Good dividend, capital appreciation.
BUY

Infrastructure and utility play can be offence and defence in these climate. You'll probably get growth even in an economic slowdown with names like this, and Algonquin.

BUY
Generates cash flow outside Canada. Steady dividends. Fine managers. Likes all the Brookfield stocks.
COMMENT
It is run by some really bright people. It is a global infrastructure company. It might find its way into his fund. They have been very astute acquirers of assets.
BUY

Pays a good yield. They invest in hard assets like toll bridges and are global. They're defensive which are doing well these days. She owns more of the Brookfield parent, but you can buy this for yield and start a position now.

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