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BIPC vs. AOS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BIPC and AOS is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BIPC vs. AOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Infrastructure Corporation (BIPC) and A. O. Smith Corporation (AOS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BIPC:

0.53

AOS:

-0.77

Sortino Ratio

BIPC:

1.07

AOS:

-0.89

Omega Ratio

BIPC:

1.13

AOS:

0.89

Calmar Ratio

BIPC:

0.61

AOS:

-0.54

Martin Ratio

BIPC:

1.98

AOS:

-0.97

Ulcer Index

BIPC:

9.75%

AOS:

18.94%

Daily Std Dev

BIPC:

29.89%

AOS:

25.49%

Max Drawdown

BIPC:

-48.51%

AOS:

-66.52%

Current Drawdown

BIPC:

-17.07%

AOS:

-24.38%

Fundamentals

Market Cap

BIPC:

$4.65B

AOS:

$9.66B

EPS

BIPC:

-$2.05

AOS:

$3.58

PS Ratio

BIPC:

1.26

AOS:

2.54

PB Ratio

BIPC:

37.49

AOS:

5.13

Total Revenue (TTM)

BIPC:

$3.70B

AOS:

$3.80B

Gross Profit (TTM)

BIPC:

$2.30B

AOS:

$1.45B

EBITDA (TTM)

BIPC:

$2.16B

AOS:

$768.80M

Returns By Period

In the year-to-date period, BIPC achieves a -1.87% return, which is significantly lower than AOS's 1.14% return.


BIPC

YTD

-1.87%

1M

14.67%

6M

-7.44%

1Y

16.60%

5Y*

8.58%

10Y*

N/A

AOS

YTD

1.14%

1M

9.17%

6M

-7.85%

1Y

-19.47%

5Y*

11.32%

10Y*

8.87%

*Annualized

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Risk-Adjusted Performance

BIPC vs. AOS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIPC
The Risk-Adjusted Performance Rank of BIPC is 7171
Overall Rank
The Sharpe Ratio Rank of BIPC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BIPC is 6868
Sortino Ratio Rank
The Omega Ratio Rank of BIPC is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BIPC is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BIPC is 7373
Martin Ratio Rank

AOS
The Risk-Adjusted Performance Rank of AOS is 1818
Overall Rank
The Sharpe Ratio Rank of AOS is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 1515
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 1616
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 1717
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIPC vs. AOS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Corporation (BIPC) and A. O. Smith Corporation (AOS). 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.


The current BIPC Sharpe Ratio is 0.53, which is higher than the AOS Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of BIPC and AOS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

BIPC vs. AOS - Dividend Comparison

BIPC's dividend yield for the trailing twelve months is around 4.24%, more than AOS's 1.96% yield.


TTM20242023202220212020201920182017201620152014
BIPC
Brookfield Infrastructure Corporation
4.24%4.05%4.34%3.70%4.11%2.01%0.00%0.00%0.00%0.00%0.00%0.00%
AOS
A. O. Smith Corporation
1.96%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%

Drawdowns

BIPC vs. AOS - Drawdown Comparison

The maximum BIPC drawdown since its inception was -48.51%, smaller than the maximum AOS drawdown of -66.52%. Use the drawdown chart below to compare losses from any high point for BIPC and AOS. For additional features, visit the drawdowns tool.


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Volatility

BIPC vs. AOS - Volatility Comparison

Brookfield Infrastructure Corporation (BIPC) and A. O. Smith Corporation (AOS) have volatilities of 8.12% and 7.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BIPC vs. AOS - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Infrastructure Corporation and A. O. Smith Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00B20212022202320242025
929.00M
963.90M
(BIPC) Total Revenue
(AOS) Total Revenue
Values in USD except per share items

BIPC vs. AOS - Profitability Comparison

The chart below illustrates the profitability comparison between Brookfield Infrastructure Corporation and A. O. Smith Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
61.8%
39.0%
(BIPC) Gross Margin
(AOS) Gross Margin
BIPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookfield Infrastructure Corporation reported a gross profit of 574.00M and revenue of 929.00M. Therefore, the gross margin over that period was 61.8%.

AOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a gross profit of 375.40M and revenue of 963.90M. Therefore, the gross margin over that period was 39.0%.

BIPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookfield Infrastructure Corporation reported an operating income of 555.00M and revenue of 929.00M, resulting in an operating margin of 59.7%.

AOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported an operating income of 182.80M and revenue of 963.90M, resulting in an operating margin of 19.0%.

BIPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookfield Infrastructure Corporation reported a net income of 389.00M and revenue of 929.00M, resulting in a net margin of 41.9%.

AOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a net income of 136.60M and revenue of 963.90M, resulting in a net margin of 14.2%.