SRE vs BIP vs AES
161 measures in 16 categories, one definition each, computed from filings and market data.
BIP32.4
Brookfield Infrastructure Partners L.P.
Utilities · Diversified Utilities
$37.45 +0.51%$17.2B mkt cap
Score DNA
Price, rebased to 100 three years ago
SRE BIP AES · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 1 | 0 |
| Insider $ bought, 180d | — | $0.06M | — |
| Congress purchases, 180d | 1 | 0 | 0 |
| Last Congress purchase | 2026-09-25 | — | — |
| 13F net change in holders | +16 | — | −47 |
| ETFs adding shares, 30d | 1,112 | 6 | 483 |
| ETFs trimming, 30d | 869 | 6 | 409 |
| Net ETF funds, 30d | +243 | 0 | +74 |
Valuation
16 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| P/E (TTM) | 23.9x
57th
|
42.6x
86th
|
5.6x
14th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | — | — |
| Price / sales | 4.0x
88th
|
0.7x
12th
|
0.8x
25th
|
| Price / book | 1.7x
62nd
|
3.4x
88th
|
2.2x
75th
|
| Price / tangible book | 2.0x
67th
|
— | 4.1x
83rd
|
| Price / free cash flow | — | — | — |
| Price / operating cash flow | 10.1x
88th
|
2.7x
38th
|
2.1x
12th
|
| Enterprise value | $91.1B
100th
|
$80.5B
88th
|
$40.9B
50th
|
| EV / sales | 6.7x
88th
|
3.2x
25th
|
3.1x
12th
|
| EV / EBITDA | 14.0x
88th
|
7.0x
12th
|
10.3x
62nd
|
| EV / EBIT | 22.7x
88th
|
11.3x
0th
|
17.6x
62nd
|
| EV / free cash flow | — | — | — |
| Earnings yield | 4.2%
50th
|
2.3%
25th
|
17.9%
88th
|
| FCF yield | -9.6%
38th
|
-3.3%
75th
|
-16.1%
12th
|
| Operating cash flow yield | 9.9%
12th
|
36.5%
62nd
|
47.2%
88th
|
| Graham number (per share) | $62.46
86th
|
$14.96
29th
|
$20.37
43rd
|
Profitability (TTM)
12 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Gross margin | 41.7%
38th
|
26.5%
12th
|
20.3%
0th
|
| EBITDA margin | 47.9%
100th
|
45.6%
88th
|
30.3%
0th
|
| Operating margin | 26.9%
100th
|
24.8%
88th
|
17.5%
0th
|
| EBIT margin | 29.5%
100th
|
28.5%
75th
|
17.8%
0th
|
| Net margin | 16.8%
88th
|
1.6%
12th
|
14.6%
75th
|
| NOPAT margin | 21.7%
100th
|
19.9%
88th
|
16.5%
50th
|
| FCF margin | -38.5%
12th
|
-2.3%
75th
|
-13.2%
25th
|
| Operating cash flow margin | 39.8%
88th
|
25.1%
38th
|
38.5%
75th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 2.8%
75th
|
1.8%
38th
|
1.8%
50th
|
| Stock comp / revenue | 0.3%
88th
|
0.0%
0th
|
0.0%
0th
|
| Effective tax rate | 19.2%
25th
|
19.4%
38th
|
5.8%
12th
|
Returns on capital
11 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| ROE (on average equity) | 7.1%
38th
|
7.8%
62nd
|
45.9%
100th
|
| ROA | 2.1%
50th
|
0.4%
12th
|
3.7%
100th
|
| ROIC | 4.3%
38th
|
7.3%
100th
|
6.1%
88th
|
| ROCE | 4.3%
38th
|
6.5%
100th
|
5.1%
62nd
|
| Return on tangible assets | 3.7%
25th
|
6.2%
100th
|
4.5%
50th
|
| Cash ROIC (OCF / invested capital) | 7.8%
50th
|
9.2%
88th
|
14.3%
100th
|
| Gross profitability (GP / assets) | 4.9%
12th
|
5.5%
38th
|
4.9%
0th
|
| ROIC, 3-yr average | 4.0%
75th
|
2.9%
38th
|
4.3%
100th
|
| ROIC, 5-yr average | 4.2%
88th
|
2.6%
50th
|
2.0%
38th
|
| ROE, 5-yr average | 7.8%
62nd
|
7.0%
50th
|
13.9%
100th
|
| Incremental ROIC | -80.9%
12th
|
33.5%
62nd
|
35.1%
75th
|
Growth
17 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Revenue growth (TTM YoY) | 2.8%
25th
|
16.4%
88th
|
8.5%
50th
|
| Revenue growth (QoQ) | -18.0%
50th
|
2.9%
75th
|
7.6%
100th
|
| Revenue CAGR, 3 yr | -7.4%
0th
|
16.6%
88th
|
0.2%
62nd
|
| Revenue CAGR, 5 yr | 2.4%
0th
|
20.0%
100th
|
4.6%
29th
|
| Gross profit CAGR, 3 yr | 11.0%
38th
|
18.4%
62nd
|
1.2%
25th
|
| Operating income CAGR, 3 yr | 1.6%
25th
|
20.0%
88th
|
-0.5%
12th
|
| Net income growth (TTM YoY) | -16.0%
0th
|
10.7%
40th
|
88.9%
100th
|
| Net income CAGR, 3 yr | -3.5%
0th
|
-2.6%
25th
|
— |
| EPS growth (TTM YoY) | -16.3%
0th
|
11.6%
60th
|
88.1%
100th
|
| EPS CAGR, 3 yr | -4.7%
0th
|
-2.5%
50th
|
— |
| EPS CAGR, 5 yr | -0.6%
50th
|
-9.0%
33rd
|
— |
| FCF growth (TTM YoY) | — | — | — |
| FCF CAGR, 3 yr | — | — | — |
| Operating cash flow CAGR, 3 yr | 29.1%
75th
|
26.0%
62nd
|
18.3%
50th
|
| Book value CAGR, 3 yr | 4.2%
75th
|
-5.7%
38th
|
22.9%
100th
|
| Dividend CAGR, 3 yr | 0.2%
62nd
|
9.7%
100th
|
-1.7%
50th
|
| Sustainable growth rate | 1.9%
43rd
|
-33.0%
0th
|
33.8%
100th
|
Margin history & stability
7 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Gross margin, 3-yr average | 31.8%
50th
|
26.1%
25th
|
19.3%
0th
|
| Operating margin, 3-yr average | 23.3%
75th
|
22.5%
62nd
|
16.9%
0th
|
| Net margin, 3-yr average | 20.1%
88th
|
1.5%
38th
|
9.9%
62nd
|
| FCF margin, 3-yr average | -31.3%
0th
|
0.9%
100th
|
-26.6%
25th
|
| Revenue stability (0-1) | 0.00
0th
|
0.99
88th
|
0.55
62nd
|
| Earnings stability (0-1) | 0.21
0th
|
0.54
50th
|
0.81
88th
|
| Margin stability (0-1) | 0.76
25th
|
0.81
62nd
|
0.78
38th
|
Liquidity (latest quarter)
7 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Cash & short-term investments | $154.0M
62nd
|
$3.5B
88th
|
$1.9B
75th
|
| Net cash (− = net debt) | −$36.5B
38th
|
−$63.3B
0th
|
−$30.3B
50th
|
| Working capital | $14.2B
88th
|
−$7.9B
0th
|
−$2.2B
25th
|
| Current ratio | 1.64
88th
|
0.36
0th
|
0.75
38th
|
| Quick ratio | 1.64
100th
|
0.36
0th
|
0.67
38th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.01
12th
|
0.29
88th
|
0.22
75th
|
| Defensive interval (days) | 376 days
62nd
|
7,432 days
88th
|
3,766 days
75th
|
Leverage & solvency (latest quarter)
13 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Total debt | $36.7B
62nd
|
$66.8B
88th
|
$32.1B
50th
|
| Debt / equity | 1.12
0th
|
12.99
88th
|
6.50
75th
|
| Net debt / equity | 1.12
0th
|
12.31
88th
|
6.12
75th
|
| Debt / assets | 31.8%
0th
|
54.8%
75th
|
59.2%
100th
|
| Debt / capital | 52.9%
0th
|
92.9%
88th
|
86.7%
75th
|
| Debt / EBITDA | 5.63
25th
|
5.84
38th
|
8.11
100th
|
| Net debt / EBITDA | 5.60
38th
|
5.53
25th
|
7.64
100th
|
| Interest coverage (EBIT / interest) | 2.6x
88th
|
1.7x
25th
|
1.6x
12th
|
| Cash interest coverage | 3.5x
75th
|
1.5x
0th
|
3.5x
62nd
|
| Debt payback (years of OCF) | 6.8 yrs
38th
|
10.6 yrs
75th
|
6.4 yrs
12th
|
| Liabilities / assets | 62.4%
0th
|
73.3%
75th
|
76.4%
100th
|
| IS credit model rating | BB | CCC | CCC |
| Implied credit spread (bps) | 475
0th
|
1,200
75th
|
1,200
75th
|
Efficiency
11 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Asset turnover | 0.13
12th
|
0.22
62nd
|
0.25
88th
|
| Fixed asset turnover | 0.56
100th
|
0.37
88th
|
0.32
62nd
|
| Inventory turnover | 21.6
86th
|
78.4
100th
|
16.5
57th
|
| Receivables turnover | 8.4
88th
|
4.8
0th
|
6.9
50th
|
| Days sales outstanding | 44 days
12th
|
76 days
100th
|
53 days
50th
|
| Days inventory outstanding | 17 days
14th
|
5 days
0th
|
22 days
43rd
|
| Days payables outstanding | 79 days
50th
|
120 days
88th
|
93 days
75th
|
| Cash conversion cycle (days) | −19 days
25th
|
−40 days
12th
|
−17 days
38th
|
| Capex / revenue | 78.4%
88th
|
27.4%
38th
|
51.7%
75th
|
| Capex / depreciation | 4.26
88th
|
1.60
25th
|
4.13
75th
|
| Operating expense ratio | 26.9%
62nd
|
1.8%
12th
|
1.8%
38th
|
Cash flow & earnings quality
7 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Operating cash flow / net income | 2.37
14th
|
15.56
100th
|
2.64
57th
|
| FCF / net income | −2.30
0th
|
−1.42
29th
|
−0.90
43rd
|
| FCF / operating cash flow | -96.8%
0th
|
-9.1%
88th
|
-34.2%
25th
|
| Capex / operating cash flow | 196.8%
88th
|
109.1%
12th
|
134.2%
75th
|
| Accruals ratio | -2.9%
75th
|
-5.1%
12th
|
-6.1%
0th
|
| Sloan accruals ratio | 15.0%
88th
|
-9.2%
12th
|
-4.8%
38th
|
| Earnings quality score (0-1) | 1.00
29th
|
0.75
0th
|
0.75
0th
|
Scores & forensic checks
15 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| IS score | 35
25th
|
32
12th
|
45
88th
|
| IS profitability | 61
88th
|
28
38th
|
52
75th
|
| IS growth | 29
0th
|
59
50th
|
68
88th
|
| IS value | 52
38th
|
42
12th
|
78
75th
|
| IS momentum | 62
12th
|
86
50th
|
90
75th
|
| IS risk (safety) | 15
0th
|
15
0th
|
15
0th
|
| IS quality | 73
88th
|
47
12th
|
56
25th
|
| IS balance sheet | 36
100th
|
15
0th
|
20
25th
|
| IS earnings quality | 80
62nd
|
68
25th
|
73
38th
|
| IS cash flow | 35
25th
|
25
12th
|
35
25th
|
| Piotroski F-score (0-9) | 6
25th
|
6
25th
|
7
75th
|
| Altman Z-score | 1.1
88th
|
0.4
25th
|
0.5
38th
|
| Beneish M-score | −2.55
50th
|
−2.48
62nd
|
−2.84
25th
|
| Ohlson O-score | −8.19
0th
|
−7.15
50th
|
−7.08
62nd
|
| IS credit score | 40
100th
|
16
12th
|
16
25th
|
Size (TTM)
8 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| Market cap | $54.5B
100th
|
$17.2B
75th
|
$10.7B
50th
|
| Revenue | $13.6B
75th
|
$25.1B
100th
|
$13.1B
50th
|
| EBITDA | $6.5B
75th
|
$11.4B
100th
|
$4.0B
50th
|
| Net income | $2.3B
88th
|
$405.0M
62nd
|
$1.9B
75th
|
| Free cash flow | −$5.2B
0th
|
−$576.0M
50th
|
−$1.7B
25th
|
| Total assets | $115.3B
62nd
|
$121.9B
88th
|
$54.2B
50th
|
| Shareholders' equity | $32.7B
100th
|
$5.1B
62nd
|
$4.9B
50th
|
| Employees | 15,938
75th
|
52,000
100th
|
8,336
62nd
|
Price performance
9 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| 1 day | +1.8% | +0.5% | −0.1% |
| 1 week | +2.5% | +1.0% | +0.1% |
| 1 month | +2.3% | +4.1% | +0.7% |
| 3 months | −8.0% | −4.4% | +2.3% |
| 6 months | −11.3% | +2.5% | +5.9% |
| Year to date | −7.0% | +10.5% | +4.6% |
| 1 year | −9.0% | +9.7% | +6.4% |
| 3 years, cumulative | +29.4% | +44.2% | +29.4% |
| 5 years, cumulative | +53.1% | +21.8% | −23.9% |
Technicals
4 measures| Measure | SRE | BIP | AES |
|---|---|---|---|
| RSI 14 | 61.5 | 57.5 | 63.4 |
| From 52-week high | −17.4% | −14.9% | −13.2% |
| From 52-week low | +9.4% | +14.1% | +17.4% |
| Beta | 0.56 | 1.04 | 0.95 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17