COMPARE · Reviewed July 9, 2026
BIPC vs NJR
Verdict: Side-by-side breakdown using the Bull Rankings model. BIPC scored 64.6, NJR scored 67.6 — NJR leads.
Compare another set
BIPC
Brookfield Infrastructure Corporation
64.6
$39.18 · $4.8B
Score gap
3.0
NJR leads
NJR
New Jersey Resources Corporation
67.6
$57.88 · $5.8B
The model, pillar by pillar (0–100 each)
BIPC
stronger →← stronger
NJR
75
Qualityreturns · margins · balance sheet
75
44
Growthrevenue & earnings expansion
64
82
Valuevaluation vs sector peers
64
NJR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BIPC
NJR
$2mC-
FCF
$342mC
+0.1%C
Rev
+9.9%B
7.06D
D/E
1.42B
1.3xA-
P/S
—
—
PEG
2.17C
—
P/E
17.2xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BIPC
NJR
12631% above
Price vs fair valuelower is cheaper
21% below
-99%
1-yr DCF upside
+33%
-99%
5-yr DCF upside
+26%
-99%
10-yr DCF upside
+16%
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
NJR
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.
NJRNew Jersey Resources Corporation
Why now
Utilities - Regulated Gas · market cap $5.8b. Trading near 52-week high of $58.57 — momentum setup, limited technical margin of safety. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $60.14 (implying +4% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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.