Brookfield Infrastructure Partners Stock Year To Date Return

BIP Stock

USD 34.97 0.38 1.07%

Brookfield Infrastructure Partners fundamentals help investors to digest information that contributes to Brookfield Infrastructure's financial success or failures. It also enables traders to predict the movement of Brookfield Stock. The fundamental analysis module provides a way to measure Brookfield Infrastructure's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Brookfield Infrastructure stock.

Short Long Term Debt Total Total Assets

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Brookfield Infrastructure Partners Company Year To Date Return Analysis

Brookfield Infrastructure's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Brookfield Year To Date Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Brookfield Infrastructure is extremely important. It helps to project a fair market value of Brookfield Stock properly, considering its historical fundamentals such as Year To Date Return. Since Brookfield Infrastructure's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Brookfield Infrastructure's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Brookfield Infrastructure's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Current Deferred Revenue	Long Term Debt	Good Will	Short Term Investments	Short Term Debt	Intangible Assets	Property Plant Equipment	Net Tangible Assets	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Surpluse
Total Assets		0.53	-0.05	-0.97	0.66	0.98	1.0	0.77	0.79	0.72	0.99	0.98	0.82	0.95	0.8	0.98	-0.86	0.82	0.74	0.15	0.89	0.94	0.93	-0.87	0.84
Total Stockholder Equity	0.53		-0.3	-0.56	0.17	0.4	0.51	-0.11	0.78	0.51	0.5	0.44	0.47	0.29	0.72	0.57	-0.81	0.65	0.69	-0.36	0.67	0.48	0.44	-0.35	0.36
Net Debt	-0.05	-0.3		-0.01	0.67	0.02	-0.03	0.09	-0.47	-0.64	0.03	0.1	0.09	0.14	-0.09	0.03	0.02	-0.16	-0.18	0.4	0.03	0.09	0.08	-0.1	0.11
Retained Earnings	-0.97	-0.56	-0.01		-0.68	-0.95	-0.97	-0.71	-0.8	-0.64	-0.97	-0.95	-0.89	-0.92	-0.81	-0.96	0.86	-0.85	-0.82	-0.05	-0.91	-0.92	-0.92	0.86	-0.82
Accounts Payable	0.66	0.17	0.67	-0.68		0.68	0.68	0.59	0.18	0.06	0.72	0.75	0.7	0.76	0.43	0.74	-0.55	0.35	0.29	0.51	0.66	0.77	0.72	-0.75	0.72
Net Receivables	0.98	0.4	0.02	-0.95	0.68		0.98	0.85	0.71	0.69	0.98	0.99	0.81	0.97	0.75	0.94	-0.79	0.78	0.68	0.22	0.83	0.92	0.91	-0.84	0.83
Total Liab	1.0	0.51	-0.03	-0.97	0.68	0.98		0.79	0.77	0.71	1.0	0.99	0.83	0.95	0.79	0.98	-0.85	0.8	0.72	0.18	0.89	0.95	0.93	-0.89	0.85
Total Current Assets	0.77	-0.11	0.09	-0.71	0.59	0.85	0.79		0.36	0.5	0.78	0.81	0.6	0.88	0.37	0.7	-0.38	0.48	0.34	0.41	0.5	0.73	0.71	-0.75	0.7
Common Stock	0.79	0.78	-0.47	-0.8	0.18	0.71	0.77	0.36		0.8	0.75	0.7	0.62	0.61	0.87	0.75	-0.84	0.87	0.88	-0.31	0.82	0.68	0.73	-0.59	0.61
Current Deferred Revenue	0.72	0.51	-0.64	-0.64	0.06	0.69	0.71	0.5	0.8		0.68	0.64	0.53	0.59	0.56	0.67	-0.59	0.6	0.56	-0.01	0.6	0.62	0.61	-0.55	0.56
Long Term Debt	0.99	0.5	0.03	-0.97	0.72	0.98	1.0	0.78	0.75	0.68		0.99	0.85	0.96	0.78	0.99	-0.84	0.79	0.72	0.2	0.89	0.96	0.94	-0.9	0.87
Good Will	0.98	0.44	0.1	-0.95	0.75	0.99	0.99	0.81	0.7	0.64	0.99		0.81	0.97	0.77	0.97	-0.83	0.76	0.67	0.26	0.87	0.94	0.93	-0.88	0.85
Short Term Investments	0.82	0.47	0.09	-0.89	0.7	0.81	0.83	0.6	0.62	0.53	0.85	0.81		0.81	0.57	0.86	-0.68	0.65	0.65	0.13	0.81	0.88	0.82	-0.78	0.83
Short Term Debt	0.95	0.29	0.14	-0.92	0.76	0.97	0.95	0.88	0.61	0.59	0.96	0.97	0.81		0.66	0.93	-0.71	0.7	0.62	0.33	0.79	0.94	0.9	-0.9	0.88
Intangible Assets	0.8	0.72	-0.09	-0.81	0.43	0.75	0.79	0.37	0.87	0.56	0.78	0.77	0.57	0.66		0.77	-0.95	0.85	0.79	-0.13	0.89	0.69	0.81	-0.61	0.62
Property Plant Equipment	0.98	0.57	0.03	-0.96	0.74	0.94	0.98	0.7	0.75	0.67	0.99	0.97	0.86	0.93	0.77		-0.86	0.75	0.7	0.21	0.92	0.97	0.93	-0.91	0.87
Net Tangible Assets	-0.86	-0.81	0.02	0.86	-0.55	-0.79	-0.85	-0.38	-0.84	-0.59	-0.84	-0.83	-0.68	-0.71	-0.95	-0.86		-0.85	-0.78	0.07	-0.91	-0.78	-0.81	0.68	-0.66
Deferred Long Term Liab	0.82	0.65	-0.16	-0.85	0.35	0.78	0.8	0.48	0.87	0.6	0.79	0.76	0.65	0.7	0.85	0.75	-0.85		0.93	-0.38	0.76	0.69	0.7	-0.6	0.56
Long Term Investments	0.74	0.69	-0.18	-0.82	0.29	0.68	0.72	0.34	0.88	0.56	0.72	0.67	0.65	0.62	0.79	0.7	-0.78	0.93		-0.43	0.75	0.63	0.66	-0.54	0.53
Short Long Term Debt	0.15	-0.36	0.4	-0.05	0.51	0.22	0.18	0.41	-0.31	-0.01	0.2	0.26	0.13	0.33	-0.13	0.21	0.07	-0.38	-0.43		0.07	0.28	0.23	-0.31	0.32
Long Term Debt Total	0.89	0.67	0.03	-0.91	0.66	0.83	0.89	0.5	0.82	0.6	0.89	0.87	0.81	0.79	0.89	0.92	-0.91	0.76	0.75	0.07		0.87	0.95	-0.8	0.82
Cash And Equivalents	0.94	0.48	0.09	-0.92	0.77	0.92	0.95	0.73	0.68	0.62	0.96	0.94	0.88	0.94	0.69	0.97	-0.78	0.69	0.63	0.28	0.87		0.92	-0.95	0.96
Net Invested Capital	0.93	0.44	0.08	-0.92	0.72	0.91	0.93	0.71	0.73	0.61	0.94	0.93	0.82	0.9	0.81	0.93	-0.81	0.7	0.66	0.23	0.95	0.92		-0.87	0.9
Net Working Capital	-0.87	-0.35	-0.1	0.86	-0.75	-0.84	-0.89	-0.75	-0.59	-0.55	-0.9	-0.88	-0.78	-0.9	-0.61	-0.91	0.68	-0.6	-0.54	-0.31	-0.8	-0.95	-0.87		-0.91
Capital Surpluse	0.84	0.36	0.11	-0.82	0.72	0.83	0.85	0.7	0.61	0.56	0.87	0.85	0.83	0.88	0.62	0.87	-0.66	0.56	0.53	0.32	0.82	0.96	0.9	-0.91

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Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

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Brookfield Return On Tangible Assets

Return On Tangible Assets

0.004949

At this time, Brookfield Infrastructure's Return On Tangible Assets are relatively stable compared to the past year.

In accordance with the company's disclosures, Brookfield Infrastructure Partners has a Year To Date Return of 0.0%. This indicator is about the same for the Multi-Utilities average (which is currently at 0.0) sector and about the same as Utilities (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Brookfield Year To Date Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brookfield Infrastructure's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Brookfield Infrastructure could also be used in its relative valuation, which is a method of valuing Brookfield Infrastructure by comparing valuation metrics of similar companies.

Brookfield Infrastructure is currently under evaluation in year to date return category among its peers.

Brookfield Infrastructure ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Brookfield Infrastructure's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Brookfield Infrastructure's managers, analysts, and investors.

Environmental

Governance

Social

Brookfield Fundamentals

	Return On Equity	0.0475
	Return On Asset	0.0302
	Profit Margin	(0.01) %
	Operating Margin	0.24 %
	Current Valuation	66.93 B
	Shares Outstanding	461.77 M
	Shares Owned By Institutions	62.18 %
	Number Of Shares Shorted	1.67 M
	Price To Earning	144.50 X
	Price To Book	2.89 X
	Price To Sales	0.80 X
	Revenue	17.93 B
	Gross Profit	3.92 B
	EBITDA	7.02 B
	Net Income	125 M
	Cash And Equivalents	454 M
	Cash Per Share	4.64 X
	Total Debt	49.57 B
	Debt To Equity	1.30 %
	Current Ratio	0.77 X
	Book Value Per Share	10.05 X
	Cash Flow From Operations	4.08 B
	Short Ratio	5.65 X
	Earnings Per Share	(0.38) X
	Price To Earnings To Growth	1.18 X
	Target Price	39.55
	Beta	1.05
	Market Capitalization	16.38 B
	Total Asset	100.78 B
	Retained Earnings	(3.25 B)
	Working Capital	(3.73 B)
	Current Asset	1.55 B
	Current Liabilities	1.21 B
	Annual Yield	0.05 %
	Five Year Return	4.16 %
	Net Asset	100.78 B
	Last Dividend Paid	1.6

About Brookfield Infrastructure Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Brookfield Infrastructure Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brookfield Infrastructure using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brookfield Infrastructure Partners based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Brookfield Infrastructure

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Brookfield Infrastructure position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Brookfield Infrastructure will appreciate offsetting losses from the drop in the long position's value.

Moving together with Brookfield Stock

0.64

ALE

Allete Inc

Pair Corr

Moving against Brookfield Stock

0.63	ELP	Companhia Paranaense	Pair Corr
0.62	HE	Hawaiian Electric	Pair Corr
0.6	ELPC	Companhia Paranaense	Pair Corr
0.56	CIG	Companhia Energetica	Pair Corr
0.32	FE	FirstEnergy Sell-off Trend	Pair Corr

The ability to find closely correlated positions to Brookfield Infrastructure could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brookfield Infrastructure when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Brookfield Infrastructure - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Brookfield Infrastructure Partners to buy it.

The correlation of Brookfield Infrastructure is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Brookfield Infrastructure moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brookfield Infrastructure moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Brookfield Infrastructure can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Brookfield Stock Analysis

When running Brookfield Infrastructure's price analysis, check to measure Brookfield Infrastructure's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookfield Infrastructure is operating at the current time. Most of Brookfield Infrastructure's value examination focuses on studying past and present price action to predict the probability of Brookfield Infrastructure's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brookfield Infrastructure's price. Additionally, you may evaluate how the addition of Brookfield Infrastructure to your portfolios can decrease your overall portfolio volatility.

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