VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Brookfield Infrastructure Partners L.P. vs Canadian National Railway Company

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

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)
SectorUtilities
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

Canadian National Railway Company

CNR · Toronto Stock Exchange

Market cap (USD)$61.2B
SectorIndustrials
CountryCA
Data as of2025-12-30
Moat score
97/ 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 Canadian National Railway Company's moat claims, evidence, and risks.

View CNR analysis

Comparison highlights

  • Moat score gap: Canadian National Railway Company leads (97 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; Canadian National Railway Company has 2 segments (96.2% in Rail freight transportation network).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; Canadian National Railway Company has 4 across 2.

Primary market context

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

Canadian National Railway Company

Rail freight transportation network

Market

Canadian Class I freight rail transportation

Geography

Canada (with U.S. cross-border corridors)

Customer

Industrial shippers, intermodal customers, and auto supply chains

Role

Line-haul freight railway (Class I)

Revenue share

96.2%

Side-by-side metrics

Brookfield Infrastructure Partners L.P.
Canadian National Railway Company
Ticker / Exchange
BIP - New York Stock Exchange
CNR - Toronto Stock Exchange
Market cap (USD)
n/a
$61.2B
Sector
Utilities
Industrials
HQ country
BM
CA
Primary segment
Utilities
Rail freight transportation network
Market structure
Quasi-Monopoly
Duopoly
Market share
n/a
50%-56% (estimated)
HHI estimate
n/a
4,031
Pricing power
Moderate
Moderate
Moat score
74 / 100
97 / 100
Moat domains
Legal, Demand, Supply
Legal, Supply
Last update
2025-12-31
2025-12-30

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit Cost

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term Contracts

Canadian National Railway Company strengths

Permits Rights Of WayScope Economies

Segment mix

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

Canadian National Railway Company segments

Full profile >

Rail freight transportation network

Duopoly

96.2%

Non-rail logistics and ancillary services

Competitive

3.8%

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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.