VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Atlas Copco AB (publ) vs Brookfield Infrastructure Partners L.P.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)$15.9B
Gross margin (TTM)26.4%
Operating margin (TTM)24.6%
Net margin (TTM)3.6%
SectorUtilities
IndustryDiversified Utilities
CountryBM
Data as of2025-12-31
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Brookfield Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP analysis

Comparison highlights

  • Moat score gap: Brookfield Infrastructure Partners L.P. leads (74 / 100 vs 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique); Brookfield Infrastructure Partners L.P. has 4 segments.
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Atlas Copco AB (publ) has 6 moat types across 2 domains; Brookfield Infrastructure Partners L.P. has 4 across 3.

Primary market context

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

Side-by-side metrics

Atlas Copco AB (publ)
Brookfield Infrastructure Partners L.P.
Ticker / Exchange
ATCO-A - Nasdaq Stockholm
BIP - New York Stock Exchange
Market cap (USD)
$839.9B
$15.9B
Gross margin (TTM)
42.7%
26.4%
Operating margin (TTM)
21%
24.6%
Net margin (TTM)
16.1%
3.6%
Sector
Industrials
Utilities
Industry
Industrial - Machinery
Diversified Utilities
HQ country
SE
BM
Primary segment
Compressor Technique
Utilities
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
74 / 100
Moat domains
Supply, Demand
Legal, Demand, Supply
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Atlas Copco AB (publ) strengths

Service Field NetworkData Workflow LockinDesign In QualificationLearning Curve YieldInstalled Base ConsumablesCapacity Moat

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term ContractsPhysical Network DensityScale Economies Unit Cost

Segment mix

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.