BIPC vs. AOS
Compare and contrast key facts about Brookfield Infrastructure Corporation (BIPC) and A. O. Smith Corporation (AOS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIPC or AOS.
Key characteristics
| BIPC | AOS | |
|---|---|---|
| YTD Return | 27.95% | -3.37% |
| 1Y Return | 56.20% | 19.45% |
| 3Y Return (Ann) | 7.17% | 8.39% |
| Sharpe Ratio | 1.51 | 0.68 |
| Sortino Ratio | 2.19 | 1.03 |
| Omega Ratio | 1.27 | 1.14 |
| Calmar Ratio | 1.04 | 0.80 |
| Martin Ratio | 8.21 | 2.64 |
| Ulcer Index | 6.17% | 6.41% |
| Daily Std Dev | 33.46% | 24.91% |
| Max Drawdown | -48.51% | -66.53% |
| Current Drawdown | -8.67% | -14.06% |
Fundamentals
| BIPC | AOS | |
|---|---|---|
| Market Cap | $5.77B | $11.49B |
| EPS | $9.97 | $3.87 |
| PE Ratio | 4.39 | 20.35 |
| Total Revenue (TTM) | $2.71B | $2.99B |
| Gross Profit (TTM) | $1.72B | $1.15B |
| EBITDA (TTM) | $1.49B | $639.80M |
Correlation
The correlation between BIPC and AOS is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BIPC vs. AOS - Performance Comparison
In the year-to-date period, BIPC achieves a 27.95% return, which is significantly higher than AOS's -3.37% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
BIPC vs. AOS - Dividend Comparison
BIPC's dividend yield for the trailing twelve months is around 3.66%, more than AOS's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIPC Brookfield Infrastructure Corporation | 3.66% | 4.34% | 3.70% | 4.11% | 2.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOS A. O. Smith Corporation | 1.63% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% | 1.06% | 0.85% |
Drawdowns
BIPC vs. AOS - Drawdown Comparison
The maximum BIPC drawdown since its inception was -48.51%, smaller than the maximum AOS drawdown of -66.53%. Use the drawdown chart below to compare losses from any high point for BIPC and AOS. For additional features, visit the drawdowns tool.
Volatility
BIPC vs. AOS - Volatility Comparison
The current volatility for Brookfield Infrastructure Corporation (BIPC) is 5.58%, while A. O. Smith Corporation (AOS) has a volatility of 9.79%. This indicates that BIPC experiences smaller price fluctuations and is considered to be less risky than AOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities