Download PDF

1. Company Snapshot

1.a. Company Description

Brookfield Infrastructure Corporation, together with its subsidiaries, owns and operates regulated natural gas transmission systems in Brazil.The company also engages in the regulated gas and electricity distribution operations in the United Kingdom; and electricity transmission and distribution, as well as gas distribution in Australia.It operates approximately 2,000 kilometers of natural gas transportation pipelines in the states of Rio de Janeiro, Sao Paulo, and Minas Gerais; 3.9 million gas and electricity connections; and 61,000 kilometers of operational electricity transmission and distribution lines in Australia.


The company was incorporated in 2019 and is headquartered in New York, New York.Brookfield Infrastructure Corporation is a subsidiary of Brookfield Infrastructure Partners L.P.

Show Full description

1.b. Last Insights on BIPC

The recent performance of Brookfield Infrastructure Corporation has been driven by several positive factors. The company's annual meeting of shareholders, held on June 24, 2025, resulted in the election of all nine nominees proposed for election to the board of directors, indicating a strong governance structure. Additionally, the current market environment, characterized by uncertainty and a lack of clear catalysts for recovery, has made value and income investor areas relatively more interesting. Furthermore, the AI boom is likely to be a dominant macro theme for the coming decade, and Brookfield Infrastructure Corporation is well-positioned to benefit from this trend.

1.c. Company Highlights

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

3. NewsRoom

Card image cap

What Has Brookfield Infrastructure (BIPC) Stock Done For Investors?

Dec -03

Card image cap

The Dark Side Of High-Yield CEFs And Covered Call ETFs

Nov -30

Card image cap

3 Dividend Stocks I'm Thankful for This Year

Nov -27

Card image cap

The Biggest Problem In Today's Market, And The Dividends That Fix It

Nov -26

Card image cap

Brookfield Infrastructure Corporation Announces At-the-Money Equity Issuance Program

Nov -20

Card image cap

My Gold Standard Of Dividend Income - 5 Legends You Should Know

Nov -15

Card image cap

One Of The Huge Mistakes Dividend Investors Are Making Right Now

Nov -13

Card image cap

Bessemer Group Inc. Sells 3,861 Shares of Brookfield Infrastructure Co. $BIPC

Nov -03

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.09%)

6. Segments

Brazilian Regulated Gas Transmission

Expected Growth: 5.5%

The growth of Brazilian Regulated Gas Transmission is driven by increasing demand for natural gas, government initiatives to expand gas infrastructure, and Brookfield Infrastructure Corporation's operational expertise.

United Kingdom Regulated Distribution

Expected Growth: 4.5%

The UK's regulated distribution segment is expected to grow driven by increasing demand for reliable energy, government initiatives promoting renewable energy, and investments in grid modernization, ensuring a stable and efficient supply of essential services to millions of customers.

Global Intermodal Logistics

Expected Growth: 4.5%

Growing demand for efficient logistics, increasing trade volumes, and investments in infrastructure development drive the growth of the global intermodal logistics market.

7. Detailed Products

Transportation

Brookfield Infrastructure Corporation's transportation segment includes a network of toll roads, railroads, and ports that facilitate the movement of goods and people.

Utilities

The utilities segment provides electricity, natural gas, and water to residential, commercial, and industrial customers.

Energy

The energy segment includes a portfolio of energy assets, including oil and gas operations, and district energy systems.

Data Infrastructure

The data infrastructure segment provides critical infrastructure for the digital economy, including data centers, fiber optic networks, and telecommunications towers.

Sustainable Energy

The sustainable energy segment includes a portfolio of renewable energy assets, including wind, solar, and hydroelectric power generation.

8. Brookfield Infrastructure Corporation's Porter Forces

Forces Ranking

Threat Of Substitutes

Brookfield Infrastructure Corporation operates in a diversified portfolio of infrastructure assets, which reduces the threat of substitutes. However, the increasing adoption of renewable energy sources and energy storage technologies poses a moderate threat of substitutes to its traditional energy generation and transmission businesses.

Bargaining Power Of Customers

Brookfield Infrastructure Corporation's customers are largely comprised of industrial and commercial entities, which have limited bargaining power due to their dependence on the company's infrastructure services. Additionally, the company's long-term contracts and regulated tariffs further reduce the bargaining power of customers.

Bargaining Power Of Suppliers

Brookfield Infrastructure Corporation relies on various suppliers for materials, equipment, and services. While the company has some bargaining power due to its scale and diversified operations, suppliers of specialized equipment and services may have some bargaining power, particularly in niche markets.

Threat Of New Entrants

The infrastructure industry has high barriers to entry, including significant capital requirements, regulatory hurdles, and operational complexities. These barriers limit the threat of new entrants, and Brookfield Infrastructure Corporation's established presence and expertise further reduce the likelihood of new competitors.

Intensity Of Rivalry

The infrastructure industry is highly competitive, with several established players vying for market share. Brookfield Infrastructure Corporation faces intense competition from other infrastructure companies, private equity firms, and sovereign wealth funds, which drives up the intensity of rivalry.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 103.42%
Debt Cost 9.40%
Equity Weight -3.42%
Equity Cost 10.97%
WACC 9.34%
Leverage -3021.05%

11. Quality Control: Brookfield Infrastructure Corporation passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Brookfield Infrastructure

A-Score: 6.7/10

Value: 8.9

Growth: 4.3

Quality: 5.8

Yield: 8.0

Momentum: 5.0

Volatility: 8.3

1-Year Total Return ->

Stock-Card
ONE Gas

A-Score: 6.3/10

Value: 5.9

Growth: 4.4

Quality: 4.7

Yield: 6.0

Momentum: 7.0

Volatility: 10.0

1-Year Total Return ->

Stock-Card
UGI

A-Score: 6.2/10

Value: 5.6

Growth: 2.3

Quality: 4.1

Yield: 8.0

Momentum: 8.0

Volatility: 9.0

1-Year Total Return ->

Stock-Card
Southwest Gas Holdings

A-Score: 5.9/10

Value: 4.2

Growth: 5.2

Quality: 3.5

Yield: 7.0

Momentum: 6.0

Volatility: 9.7

1-Year Total Return ->

Stock-Card
Chesapeake Utilities

A-Score: 5.7/10

Value: 3.6

Growth: 4.7

Quality: 5.2

Yield: 4.0

Momentum: 7.0

Volatility: 10.0

1-Year Total Return ->

Stock-Card
New Fortress Energy

A-Score: 3.7/10

Value: 9.8

Growth: 6.4

Quality: 2.5

Yield: 3.0

Momentum: 0.0

Volatility: 0.3

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

46.86$

Current Price

46.86$

Potential

-0.00%

Expected Cash-Flows