BIP-UN.TO vs. STAG
BIP-UN.TO (Brookfield Infrastructure Partners L.P) and STAG (STAG Industrial, Inc.) are both stocks. BIP-UN.TO operates in Utilities - Diversified (Utilities), while STAG operates in REIT - Industrial (Real Estate). Over the past 10 years, BIP-UN.TO returned 29.95%/yr vs 10.93%/yr for STAG. At a 0.22 correlation, their price movements are largely independent.
Performance
BIP-UN.TO vs. STAG - Performance Comparison
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Different Trading Currencies
BIP-UN.TO is traded in CAD, while STAG is traded in USD. To make them comparable, the STAG values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BIP-UN.TO achieves a 15.90% return, which is significantly higher than STAG's 3.99% return. Over the past 10 years, BIP-UN.TO has outperformed STAG with an annualized return of 29.95%, while STAG has yielded a comparatively lower 10.93% annualized return.
BIP-UN.TO
- 1D
- -0.11%
- 1M
- 8.60%
- YTD
- 15.90%
- 6M
- 13.26%
- 1Y
- 23.45%
- 3Y*
- 8.53%
- 5Y*
- 18.21%
- 10Y*
- 29.95%
STAG
- 1D
- -0.05%
- 1M
- -2.67%
- YTD
- 3.99%
- 6M
- -0.43%
- 1Y
- 6.53%
- 3Y*
- 6.49%
- 5Y*
- 6.43%
- 10Y*
- 10.93%
BIP-UN.TO vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIP-UN.TO Brookfield Infrastructure Partners L.P | 15.90% | 10.04% | 15.27% | 4.54% | 27.87% | 27.84% | 14.53% | 46.25% | -11.04% | 33.26% |
STAG STAG Industrial, Inc. | 3.99% | 8.13% | -2.75% | 23.71% | -25.20% | 59.02% | 1.71% | 27.71% | 4.28% | 12.51% |
Correlation
The correlation between BIP-UN.TO and STAG is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2011 | 0.22 |
The correlation between BIP-UN.TO and STAG shifts across timeframes, from 0.22 (all time) to 0.34 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
BIP-UN.TO:
CA$24.85B
STAG:
$7.10B
BIP-UN.TO:
CA$0.91
STAG:
$1.30
BIP-UN.TO:
59.66
STAG:
28.66
BIP-UN.TO:
0.31
STAG:
3.63
BIP-UN.TO:
1.04
STAG:
8.10
BIP-UN.TO:
5.38
STAG:
1.98
BIP-UN.TO:
CA$24.01B
STAG:
$863.82M
BIP-UN.TO:
CA$6.49B
STAG:
$356.54M
BIP-UN.TO:
CA$11.14B
STAG:
$598.36M
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Return for Risk
BIP-UN.TO vs. STAG — Risk / Return Rank
BIP-UN.TO
STAG
BIP-UN.TO vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Partners L.P (BIP-UN.TO) and STAG Industrial, Inc. (STAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BIP-UN.TO | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.07 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | 0.63 | +1.34 |
| Martin ratioReturn relative to average drawdown | 4.41 | 1.45 | +2.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIP-UN.TO | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.33 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.27 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.41 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.61 | +0.38 |
Drawdowns
BIP-UN.TO vs. STAG - Drawdown Comparison
The maximum BIP-UN.TO drawdown since its inception was -46.85%, which is greater than STAG's maximum drawdown of -40.46%. Use the drawdown chart below to compare losses from any high point for BIP-UN.TO and STAG.
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Drawdown Indicators
| BIP-UN.TO | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.85% | -40.46% | -6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -10.33% | -1.58% |
Max Drawdown (3Y)Largest decline over 3 years | -39.18% | -22.24% | -16.94% |
Max Drawdown (5Y)Largest decline over 5 years | -44.39% | -37.85% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -46.85% | -40.46% | -6.39% |
Current DrawdownCurrent decline from peak | -0.46% | -5.27% | +4.81% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -9.19% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.33% | 4.52% | +0.81% |
Volatility
BIP-UN.TO vs. STAG - Volatility Comparison
The current volatility for Brookfield Infrastructure Partners L.P (BIP-UN.TO) is 4.72%, while STAG Industrial, Inc. (STAG) has a volatility of 5.07%. This indicates that BIP-UN.TO experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIP-UN.TO | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 5.07% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 13.86% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 19.70% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.96% | 24.27% | +8.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.59% | 27.03% | +11.56% |
Dividends
BIP-UN.TO vs. STAG - Dividend Comparison
BIP-UN.TO's dividend yield for the trailing twelve months is around 4.51%, more than STAG's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIP-UN.TO Brookfield Infrastructure Partners L.P | 4.51% | 5.04% | 4.85% | 5.00% | 4.23% | 3.97% | 5.61% | 5.62% | 6.65% | 5.64% | 5.16% | 10.13% |
STAG STAG Industrial, Inc. | 3.38% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
BIP-UN.TO vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Infrastructure Partners L.P and STAG Industrial, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BIP-UN.TO vs. STAG - Profitability Comparison
BIP-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a gross profit of 1.70B and revenue of 6.30B. Therefore, the gross margin over that period was 26.9%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
BIP-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported an operating income of 1.59B and revenue of 6.30B, resulting in an operating margin of 25.2%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
BIP-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a net income of -86.00M and revenue of 6.30B, resulting in a net margin of -1.4%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
Frequently Asked Questions
BIP-UN.TO and STAG have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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