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

Key characteristics


BIPCAOS
YTD Return1.65%1.45%
1Y Return-18.85%15.76%
3Y Return (Ann)-9.23%7.50%
Sharpe Ratio-0.520.83
Daily Std Dev34.91%20.99%
Max Drawdown-48.51%-66.53%
Current Drawdown-27.45%-7.31%

Fundamentals


BIPCAOS
Market Cap$4.47B$11.84B
EPS$3.77$3.96
PE Ratio8.9820.96
Total Revenue (TTM)$2.03B$2.90B
Gross Profit (TTM)$1.39B$1.11B
EBITDA (TTM)$1.35B$594.80M

Correlation

-0.50.00.51.00.3

The correlation between BIPC and AOS is 0.30, 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 1.65% return, which is significantly higher than AOS's 1.45% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%160.00%FebruaryMarchAprilMayJuneJuly
88.02%
137.99%
BIPC
AOS

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Brookfield Infrastructure Corporation

A. O. Smith Corporation

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.


BIPC
Sharpe ratio
The chart of Sharpe ratio for BIPC, currently valued at -0.52, compared to the broader market-2.00-1.000.001.002.003.00-0.52
Sortino ratio
The chart of Sortino ratio for BIPC, currently valued at -0.57, compared to the broader market-4.00-2.000.002.004.00-0.57
Omega ratio
The chart of Omega ratio for BIPC, currently valued at 0.93, compared to the broader market0.501.001.502.000.93
Calmar ratio
The chart of Calmar ratio for BIPC, currently valued at -0.37, compared to the broader market0.002.004.006.00-0.37
Martin ratio
The chart of Martin ratio for BIPC, currently valued at -0.72, compared to the broader market-10.000.0010.0020.00-0.72
AOS
Sharpe ratio
The chart of Sharpe ratio for AOS, currently valued at 0.83, compared to the broader market-2.00-1.000.001.002.003.000.83
Sortino ratio
The chart of Sortino ratio for AOS, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.25
Omega ratio
The chart of Omega ratio for AOS, currently valued at 1.16, compared to the broader market0.501.001.502.001.16
Calmar ratio
The chart of Calmar ratio for AOS, currently valued at 0.79, compared to the broader market0.002.004.006.000.79
Martin ratio
The chart of Martin ratio for AOS, currently valued at 2.81, compared to the broader market-10.000.0010.0020.002.81

BIPC vs. AOS - Sharpe Ratio Comparison

The current BIPC Sharpe Ratio is -0.52, which is lower than the AOS Sharpe Ratio of 0.83. The chart below compares the 12-month rolling Sharpe Ratio of BIPC and AOS.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50FebruaryMarchAprilMayJuneJuly
-0.52
0.83
BIPC
AOS

Dividends

BIPC vs. AOS - Dividend Comparison

BIPC's dividend yield for the trailing twelve months is around 4.50%, more than AOS's 1.88% yield.


TTM20232022202120202019201820172016201520142013
BIPC
Brookfield Infrastructure Corporation
4.50%4.34%3.70%2.99%2.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AOS
A. O. Smith Corporation
1.88%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.


-40.00%-30.00%-20.00%-10.00%0.00%FebruaryMarchAprilMayJuneJuly
-27.45%
-7.31%
BIPC
AOS

Volatility

BIPC vs. AOS - Volatility Comparison

Brookfield Infrastructure Corporation (BIPC) has a higher volatility of 6.74% compared to A. O. Smith Corporation (AOS) at 5.45%. This indicates that BIPC's price experiences larger fluctuations and is considered to be riskier than AOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%FebruaryMarchAprilMayJuneJuly
6.74%
5.45%
BIPC
AOS

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



Values in USD except per share items