Brookfield Infrastructure (NYSE:BIPC) vs. National Grid Transco (NYSE:NGG) Head-To-Head Analysis

Brookfield Infrastructure (NYSE:BIPC) and National Grid Transco (NYSE:NGG) are both utilities companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, earnings, valuation, profitability and institutional ownership.

Insider and Institutional Ownership

70.4% of Brookfield Infrastructure shares are held by institutional investors. Comparatively, 4.7% of National Grid Transco shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares Brookfield Infrastructure and National Grid Transco”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Brookfield Infrastructure	$3.70 billion	1.31	N/A	N/A	N/A
National Grid Transco	$23.71 billion	3.40	$4.34 billion	N/A	N/A

National Grid Transco has higher revenue and earnings than Brookfield Infrastructure.

Risk & Volatility

Brookfield Infrastructure has a beta of 1.32, suggesting that its stock price is 32% more volatile than the S&P 500. Comparatively, National Grid Transco has a beta of 0.76, suggesting that its stock price is 24% less volatile than the S&P 500.

Profitability

This table compares Brookfield Infrastructure and National Grid Transco’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Brookfield Infrastructure	N/A	N/A	N/A
National Grid Transco	N/A	N/A	N/A

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Brookfield Infrastructure and National Grid Transco, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Brookfield Infrastructure	2	0	0	0	1.00
National Grid Transco	2	7	1	0	1.90

Brookfield Infrastructure currently has a consensus target price of $48.00, suggesting a potential upside of 21.92%. National Grid Transco has a consensus target price of $85.50, suggesting a potential upside of 5.67%. Given Brookfield Infrastructure’s higher possible upside, equities research analysts clearly believe Brookfield Infrastructure is more favorable than National Grid Transco.

Dividends

Brookfield Infrastructure pays an annual dividend of $1.82 per share and has a dividend yield of 4.6%. National Grid Transco pays an annual dividend of $4.31 per share and has a dividend yield of 5.3%. Brookfield Infrastructure has increased its dividend for 5 consecutive years.

Summary

National Grid Transco beats Brookfield Infrastructure on 5 of the 9 factors compared between the two stocks.

About Brookfield Infrastructure

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; 4.3 million gas and electricity connections; and a global fleet of approximately 7 million twenty-foot equivalent units (TEUs) intermodal containers under long-term contracts. The company was incorporated in 2019 and is headquartered in New York, New York. Brookfield Infrastructure Corporation operates as a subsidiary of Brookfield Infrastructure Partners L.P.

About National Grid Transco

National Grid plc transmits and distributes electricity and gas. It operates through UK Electricity Transmission, UK Electricity Distribution, UK Electricity System Operator, New England, New York, National Grid Ventures, and Other segments. The UK Electricity Transmission segment provides electricity transmission and construction work services in England and Wales. The UK Electricity Distribution segment offers electricity distribution services in Midlands, and South West of England and South Wales. The UK Electricity System Operator segment provides balancing services for supply and demand of electricity on Great Britain’s electricity transmission system; and acts as an agent on behalf of transmission operators. The New England segment offers electricity and gas distribution, and electricity transmission services in New England. The New York segment provides electricity and gas distribution, and electricity transmission services in New York. The National Grid Ventures segment provides transmission services through electricity interconnectors and LNG importation at the Isle of Grain, as well as sale of renewables projects. The Other segment engages in the leasing and sale of commercial property, as well as insurance activities in the United Kingdom. The company was founded in 1990 and is headquartered in London, the United Kingdom.