VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Brookfield Infrastructure Partners L.P. vs Dino Polska S.A.

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)$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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

Comparison highlights

  • Moat score gap: Brookfield Infrastructure Partners L.P. leads (74 / 100 vs 66 / 100 for Dino Polska S.A.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; Dino Polska S.A. has 5 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

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

Side-by-side metrics

Brookfield Infrastructure Partners L.P.
Dino Polska S.A.
Ticker / Exchange
BIP - New York Stock Exchange
DNP - Warsaw Stock Exchange
Market cap (USD)
$15.9B
$3.7B
Gross margin (TTM)
26.4%
26.1%
Operating margin (TTM)
24.6%
272.7%
Net margin (TTM)
3.6%
261.5%
Sector
Utilities
Consumer
Industry
Diversified Utilities
Asset Management - Income
HQ country
BM
PL
Primary segment
Utilities
Proximity grocery retail (Dino stores)
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
7%-9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
74 / 100
66 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit Cost

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term Contracts

Dino Polska S.A. strengths

Habit DefaultSupply Chain ControlOperational Excellence

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

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

Want the full wide moat stocks list?

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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.