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Side-by-side financial comparison of Brookfield Infrastructure Corp (BIPC) and STIFEL FINANCIAL CORP (SF). Click either name above to swap in a different company.

STIFEL FINANCIAL CORP is the larger business by last-quarter revenue ($1.1B vs $866.0M, roughly 1.3× Brookfield Infrastructure Corp). STIFEL FINANCIAL CORP runs the higher net margin — 23.5% vs -35.7%, a 59.1% gap on every dollar of revenue. On growth, STIFEL FINANCIAL CORP posted the faster year-over-year revenue change (23.0% vs -4.6%).

Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.

Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.

BIPC vs SF — Head-to-Head

Bigger by revenue
SF
SF
1.3× larger
SF
$1.1B
$866.0M
BIPC
Growing faster (revenue YoY)
SF
SF
+27.7% gap
SF
23.0%
-4.6%
BIPC
Higher net margin
SF
SF
59.1% more per $
SF
23.5%
-35.7%
BIPC

Income Statement — Q2 FY2025 vs Q4 FY2025

Metric
BIPC
BIPC
SF
SF
Revenue
$866.0M
$1.1B
Net Profit
$-309.0M
$264.4M
Gross Margin
65.0%
Operating Margin
62.7%
27.3%
Net Margin
-35.7%
23.5%
Revenue YoY
-4.6%
23.0%
Net Profit YoY
-148.1%
8.3%
EPS (diluted)
$2.30

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BIPC
BIPC
SF
SF
Q4 25
$1.1B
Q3 25
$962.6M
Q2 25
$866.0M
$838.9M
Q1 25
$842.5M
Q4 24
$916.0M
Q3 24
$810.9M
Q2 24
$908.0M
$798.9M
Q1 24
$768.1M
Net Profit
BIPC
BIPC
SF
SF
Q4 25
$264.4M
Q3 25
$211.4M
Q2 25
$-309.0M
$155.1M
Q1 25
$53.0M
Q4 24
$244.0M
Q3 24
$158.5M
Q2 24
$643.0M
$165.3M
Q1 24
$163.6M
Gross Margin
BIPC
BIPC
SF
SF
Q4 25
Q3 25
Q2 25
65.0%
Q1 25
Q4 24
Q3 24
Q2 24
63.8%
Q1 24
Operating Margin
BIPC
BIPC
SF
SF
Q4 25
27.3%
Q3 25
29.7%
Q2 25
62.7%
25.5%
Q1 25
7.5%
Q4 24
29.1%
Q3 24
26.7%
Q2 24
61.9%
28.4%
Q1 24
28.5%
Net Margin
BIPC
BIPC
SF
SF
Q4 25
23.5%
Q3 25
22.0%
Q2 25
-35.7%
18.5%
Q1 25
6.3%
Q4 24
26.6%
Q3 24
19.5%
Q2 24
70.8%
20.7%
Q1 24
21.3%
EPS (diluted)
BIPC
BIPC
SF
SF
Q4 25
$2.30
Q3 25
$1.84
Q2 25
$1.34
Q1 25
$0.39
Q4 24
$2.10
Q3 24
$1.34
Q2 24
$1.41
Q1 24
$1.40

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BIPC
BIPC
SF
SF
Cash + ST InvestmentsLiquidity on hand
$1.2B
$2.3B
Total DebtLower is stronger
$617.4M
Stockholders' EquityBook value
$2.2B
$6.0B
Total Assets
$23.9B
$41.3B
Debt / EquityLower = less leverage
0.10×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BIPC
BIPC
SF
SF
Q4 25
$2.3B
Q3 25
$3.2B
Q2 25
$1.2B
$1.9B
Q1 25
$2.7B
Q4 24
$2.6B
Q3 24
$1.9B
Q2 24
$466.0M
$2.6B
Q1 24
$3.4B
Total Debt
BIPC
BIPC
SF
SF
Q4 25
$617.4M
Q3 25
$617.2M
Q2 25
$617.0M
Q1 25
$616.8M
Q4 24
$616.6M
Q3 24
$616.4M
Q2 24
$1.1B
Q1 24
$1.1B
Stockholders' Equity
BIPC
BIPC
SF
SF
Q4 25
$6.0B
Q3 25
$5.8B
Q2 25
$2.2B
$5.6B
Q1 25
$5.5B
Q4 24
$5.7B
Q3 24
$5.6B
Q2 24
$3.5B
$5.4B
Q1 24
$5.3B
Total Assets
BIPC
BIPC
SF
SF
Q4 25
$41.3B
Q3 25
$41.7B
Q2 25
$23.9B
$39.9B
Q1 25
$40.4B
Q4 24
$39.9B
Q3 24
$38.9B
Q2 24
$23.7B
$37.8B
Q1 24
$38.3B
Debt / Equity
BIPC
BIPC
SF
SF
Q4 25
0.10×
Q3 25
0.11×
Q2 25
0.11×
Q1 25
0.11×
Q4 24
0.11×
Q3 24
0.11×
Q2 24
0.21×
Q1 24
0.21×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BIPC
BIPC
SF
SF
Operating Cash FlowLast quarter
$478.0M
$382.4M
Free Cash FlowOCF − Capex
$369.0M
FCF MarginFCF / Revenue
32.7%
Capex IntensityCapex / Revenue
1.2%
Cash ConversionOCF / Net Profit
1.45×
TTM Free Cash FlowTrailing 4 quarters
$1.1B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BIPC
BIPC
SF
SF
Q4 25
$382.4M
Q3 25
$338.3M
Q2 25
$478.0M
$607.5M
Q1 25
$-211.2M
Q4 24
$694.6M
Q3 24
$198.3M
Q2 24
$511.0M
$207.2M
Q1 24
$-609.7M
Free Cash Flow
BIPC
BIPC
SF
SF
Q4 25
$369.0M
Q3 25
$321.1M
Q2 25
$592.7M
Q1 25
$-227.8M
Q4 24
$677.2M
Q3 24
$185.6M
Q2 24
$173.3M
Q1 24
$-619.4M
FCF Margin
BIPC
BIPC
SF
SF
Q4 25
32.7%
Q3 25
33.4%
Q2 25
70.6%
Q1 25
-27.0%
Q4 24
73.9%
Q3 24
22.9%
Q2 24
21.7%
Q1 24
-80.6%
Capex Intensity
BIPC
BIPC
SF
SF
Q4 25
1.2%
Q3 25
1.8%
Q2 25
1.8%
Q1 25
2.0%
Q4 24
1.9%
Q3 24
1.6%
Q2 24
4.2%
Q1 24
1.3%
Cash Conversion
BIPC
BIPC
SF
SF
Q4 25
1.45×
Q3 25
1.60×
Q2 25
3.92×
Q1 25
-3.99×
Q4 24
2.85×
Q3 24
1.25×
Q2 24
0.79×
1.25×
Q1 24
-3.73×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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