COMPARE · Reviewed July 14, 2026
BIPC vs OGS
Verdict: Side-by-side breakdown using the Bull Rankings model. BIPC scored 64.5, OGS scored 63.6 — BIPC leads.
Compare another set
BIPC
Brookfield Infrastructure Corporation
64.5
$39.71 · $4.9B
Score gap
0.9
BIPC leads
OGS
ONE Gas, Inc.
63.6
$79.15 · $5.0B
The model, pillar by pillar (0–100 each)
BIPC
stronger →← stronger
OGS
75
Qualityreturns · margins · balance sheet
45
44
Growthrevenue & earnings expansion
88
82
Valuevaluation vs sector peers
64
BIPC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BIPC
OGS
$2mC-
FCF
-$219mF
+0.1%C
Rev
+42.5%A
7.06D
D/E
0.96A-
1.3xA-
P/S
1.9xB+
—
PEG
1.08B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BIPC
OGS
12803% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-99%
1-yr DCF upside
—
-99%
5-yr DCF upside
—
-99%
10-yr DCF upside
—
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
OGS
Why this score
- Diluting shareholders
The companies
BIPCBrookfield Infrastructure Corporation
Why now
Utilities - Regulated Gas · market cap $4.9b. Down 23% 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.
OGSONE Gas, Inc.
Why now
Utilities - Regulated Gas · market cap $5.0b. 13% off the 52-week high of $90.78. Revenue growing +43% — in hypergrowth territory. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $91.25 (implying +15% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$219m) — capital raises or debt issuance likely required; dilution / leverage risk. ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
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.