COMPARE · Reviewed July 13, 2026
BIPC vs NEE
Verdict: Side-by-side breakdown using the Bull Rankings model. BIPC scored 64.5, NEE scored 62.6 — BIPC leads.
Compare another set
BIPC
Brookfield Infrastructure Corporation
64.5
$39.39 · $4.8B
Score gap
1.9
BIPC leads
NEE
NextEra Energy, Inc.
62.6
$88.38 · $184.3B
The model, pillar by pillar (0–100 each)
BIPC
stronger →← stronger
NEE
75
Qualityreturns · margins · balance sheet
60
44
Growthrevenue & earnings expansion
70
82
Valuevaluation vs sector peers
58
BIPC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BIPC
NEE
$2mC-
FCF
$2.4bB
+0.1%C
Rev
+8.3%B
7.06D
D/E
1.57B
1.3xA-
P/S
—
—
PEG
1.93C+
—
P/E
22.4xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BIPC
NEE
12699% above
Price vs fair valuelower is cheaper
242% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~37%/yr
-99%
1-yr DCF upside
-73%
-99%
5-yr DCF upside
-71%
-99%
10-yr DCF upside
-67%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BIPC
Why this score
- Raising its dividend
- Durable high returns
NEE
Why this score
- Raising its dividend
The companies
BIPCBrookfield Infrastructure Corporation
Why now
Utilities - Regulated Gas · market cap $4.8b. Down 24% from 52-week high of $51.72 — deep drawdown territory.
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 7.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
NEENextEra Energy, Inc.
Why now
Utilities - Regulated Electric · market cap $184.3b. 11% off the 52-week high of $98.75. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $99.25 (implying +12% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $184.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.