Brookfield Infrastructure Corp vs UGI Corp

We do not publish a verdict for Brookfield Infrastructure Corp (BIPC) and UGI Corp (UGI) is slightly undervalued.

We publish an intrinsic value for UGI but not for BIPC, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Brookfield Infrastructure Corp (BIPC)

Discounting its cash flows would put the shares at $330.39: 9 times the price of $36.01. A gap that size says more about a model than about the market. It usually means heavy debt, where a small error in the value of the business becomes a large one in the value of the shares, or a business our method does not describe. We do not publish a verdict on this one.

Leak Score 56/100 on 2 of 12 signals

UGI Corp (UGI)

Discounting its cash flows at 7.7% (average of 3 methods) values the shares at $41.00; the price of $36.85 is 10% below that value, and 80% of that value comes from beyond year five.

Leak Score 35/100 on 3 of 12 signals

MetricBIPCUGI
VerdictNo reliable verdictSlightly undervalued
Price$36.01$36.85
Intrinsic value$41.00
Margin of safety+10%
Leak Score56/100 (2/12)35/100 (3/12)
Market cap$4.9B$7.9B
Revenue growth, 5 years20.7%2.2%
Operating margin60.2%14.5%
Net margin-9.4%9.2%
Return on equity13.3%
Debt to equity1.35
P/E12.3x
Forward P/E17.6x11.4x
P/B1.5x
Dividend yield5.3%4.1%

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