VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Brookfield Infrastructure Partners L.P. vs Transurban Group

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

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
Moat score
91/ 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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group leads (91 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; Transurban Group has 3 across 3.

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

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Brookfield Infrastructure Partners L.P.
Transurban Group
Ticker / Exchange
BIP - New York Stock Exchange
TCL - Australian Securities Exchange
Market cap (USD)
$15.9B
$42.6B
Gross margin (TTM)
26.4%
43.4%
Operating margin (TTM)
24.6%
39.4%
Net margin (TTM)
3.6%
5.8%
Sector
Utilities
Industrials
Industry
Diversified Utilities
Industrial - Infrastructure Operations
HQ country
BM
AU
Primary segment
Utilities
Sydney toll roads
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
91 / 100
Moat domains
Legal, Demand, Supply
Legal, Financial, Demand
Last update
2025-12-31
2026-01-04

Moat coverage

Shared moat types

Concession License

Brookfield Infrastructure Partners L.P. strengths

Long Term ContractsPhysical Network DensityScale Economies Unit Cost

Transurban Group strengths

Benchmark Pricing PowerDynamic congestion pricing

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

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

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.