VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Brookfield Infrastructure Partners L.P. vs Prologis, Inc.

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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: Brookfield Infrastructure Partners L.P. leads (74 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; Prologis, Inc. has 7 across 4.

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

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

Brookfield Infrastructure Partners L.P.
Prologis, Inc.
Ticker / Exchange
BIP - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Utilities
Real Estate
HQ country
BM
US
Primary segment
Utilities
Real Estate (Rental Operations and Development)
Market structure
Quasi-Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
67 / 100
Moat domains
Legal, Demand, Supply
Supply, Legal, Financial, Demand
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

Long Term ContractsScale Economies Unit Cost

Brookfield Infrastructure Partners L.P. strengths

Concession LicensePhysical Network Density

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayCost Of Capital AdvantageProcurement InertiaReputation Reviews

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

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

Want the full wide moat stocks list?

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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.