BIPH vs CSANY vs NSC Stock Comparison

Brookfield Infrastructure Partners, Cosan and Norfolk Southern Prices as of Oct 26, 2026 Peers: Industry group
CSANY Cosan S.A.
$2.11 -26.5% 1M -52.2% 1Y
Market cap
$1.28B
P/E
–
Revenue (TTM)
$7.59B
Div. yield
–
Integrated Oil and Gas Energy
2 wins
NSC Norfolk Southern Corp
$334.02 +6.7% 1M +19.1% 1Y
Market cap
$76.34B
P/E
28.4x
Revenue (TTM)
$12.96B
Div. yield
0.02%
Railroads Industrials
4 wins

Head to Head

11 decided of 12

Brookfield Infrastructure Partners leads on 5 of the 12 questions below (Brookfield Infrastructure Partners 5, Norfolk Southern 4, Cosan 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBIPHCSANYNSCLeader
Larger companyMarket capitalisation $9.59B $1.28B $76.34B NSC
Cheaper on earningsLower P/E, profitable companies only -25.6x -0.8x 28.4x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 25.8x — 27.3x BIPH
Faster revenue growthRevenue growth, trailing twelve months +16.4% -0.9% +6.0% BIPH
More profitableNet margin, trailing twelve months -1.5% -21.9% 20.7% NSC
Better return on capitalReturn on invested capital 6.6% 129.2% 9.7% CSANY
Less leveragedLower net debt / EBITDA 6.1x -0.3x 2.7x CSANY
Higher dividend yieldTrailing dividend yield 0.18% 0.00% 0.02% BIPH
Better 1-year returnPrice return, last 12 months -11.3% -52.2% +19.1% NSC
Better 5-year returnAnnualised price return, 5 years -9.9%/yr -32.2%/yr +3.1%/yr NSC
Less volatileAnnualised volatility, 1 year 13.9% 90.0% 20.9% BIPH
Higher overall scoreMean of the five percentile scores vs peers 46/100 46/100 33/100 BIPH

Percentile Scorecard

BIPHCSANYNSC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBIPHCSANYNSC
Valuation 64 #50 of 136 89 #12 of 99 10 #123 of 136
Growth 87 #17 of 122 14 #84 of 97 44 #69 of 122
Profitability 38 #72 of 116 45 #53 of 96 66 #40 of 116
Financial Health 13 #126 of 144 65 #36 of 102 30 #101 of 144
Shareholder Returns 31 #57 of 82 17 #63 of 76 16 #69 of 82
Overall 46 46 33
  • BIPH ranked among 150 companies in Transportation
  • CSANY ranked among 103 companies in Oil and Gas Upstream
  • NSC ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBIPHCSANYNSCSPY
1 month -1.3%-26.5%+6.7% -0.8%
3 months -6.0%-31.7%-2.7% +3.5%
6 months -8.1%-47.1%+4.7% +7.0%
Year to date -6.5%-46.6%+15.7% +12.2%
1 year -11.3%-52.2%+19.1% +13.0%
3 years +2.9%-83.5%+81.0% +86.3%
3 years, per year +1.0%-45.2%+21.9% +23.1%
5 years -40.7%-85.7%+16.4% +68.6%
5 years, per year -9.9%-32.2%+3.1% +11.0%
10 years ——+271.0% +258.0%
10 years, per year ——+14.0% +13.6%

Risk

MeasureBIPHCSANYNSCSPY
Volatility, 1Y 13.9%90.0%20.9% 12.7%
Downside volatility, 1Y 15.7%107.2%20.3% 12.7%
Beta vs S&P 500, 1Y 0.101.170.19 1.00
Return / volatility, 1Y -0.81-0.580.91 1.02
Max drawdown, 5Y -43.5%-89.7%-38.0% -25.4%
From 52-week high -12.5%-61.3%-5.4% -1.8%
52-week high $17.40$5.45$352.99 $779.14
52-week low $15.08$2.11$278.19 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBIPHCSANYNSC
P/E now vs peer median -25.7xmedian 16.1x -0.8xmedian 13.5x 28.0xmedian 16.1x
P/S now vs peer median 0.4xmedian 1.0x 0.3xmedian 2.1x 5.8xmedian 1.0x
EV/EBITDA now vs peer median 7.0xmedian 8.7x 0.4xmedian 5.9x 16.3xmedian 8.7x
P/FCF now vs peer median -12.1xmedian 11.5x 2.1xmedian 11.0x 45.6xmedian 11.5x
P/B now vs peer median 0.3xmedian 1.2x 0.3xmedian 1.5x 4.5xmedian 1.2x
PEG now vs peer median —median 0.81 0.01median 2.27 3.11median 0.81

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBIPHCSANYNSC
Revenue $25.06B $7.59B $12.96B
Gross profit $6.65B $2.62B –
Operating income $6.20B $1.96B $4.09B
Net income $2.39B -$1.37B $2.68B
Free cash flow -$792.00M $1.01B $1.65B
EPS (diluted) – $-2.68 $11.92
Cash & equivalents $3.09B $2.58B $1.60B
Total debt $67.76B $4.35B $16.61B
Shares (diluted) – 617.57M 225.20M
Enterprise value -$3.98B -$9.76B $70.80B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBIPHCSANYNSC
P/E -25.7x -0.8x 28.0x
P/FCF -12.1x 2.1x 45.6x
P/Operating cash flow 1.5x 0.8x 19.8x
P/S 0.4x 0.3x 5.8x
P/B 0.3x 0.3x 4.5x
P/Tangible book 0.5x 2.0x 4.5x
EV/EBITDA 7.0x 0.4x 16.3x
EV/EBIT 11.9x 0.6x 22.0x
EV/Revenue 2.9x 0.2x 6.9x
EV/FCF -93.3x 1.2x 54.7x
EV/Operating cash flow 11.7x 0.5x 23.8x
PEG (3Y EPS CAGR) – 0.01 3.11

Growth

14 metrics
MetricBIPHCSANYNSC
Revenue growth (1Y) 16.4% -0.9% 6.0%
Revenue CAGR (3Y) 16.6% -20.2% 1.7%
Gross profit growth (1Y) 16.9% 4.7% –
Gross profit CAGR (3Y) 48.1% -10.5% –
Operating income growth (1Y) 17.8% 52.4% -10.2%
Operating income CAGR (3Y) 28.4% -8.8% 8.2%
Net income growth (1Y) 63.4% 19.5% -9.4%
Net income CAGR (3Y) 15.0% -61.8% 8.7%
EPS growth (1Y) – -169.9% -9.6%
EPS CAGR (3Y) – -74.8% 9.0%
Operating cash flow growth (1Y) 30.9% -18.5% -11.0%
Operating cash flow CAGR (3Y) 26.0% -11.2% 4.6%
Free cash flow growth (1Y) 72.5% -69.1% -21.5%
Free cash flow CAGR (3Y) 8.5% -43.2% 13.0%

Profitability

14 metrics
MetricBIPHCSANYNSC
Gross margin 26.5% 34.5% –
EBITDA margin 41.9% 35.6% 42.5%
Operating margin 24.8% 25.9% 31.5%
Pretax margin 11.8% -15.0% 26.4%
Net margin -1.5% -21.9% 20.7%
FCF margin -3.2% 13.3% 12.7%
Operating cash flow margin 25.1% 33.1% 29.2%
Return on equity 7.2% -26.1% 16.3%
Return on assets 1.9% -6.3% 5.9%
Return on invested capital 6.6% 129.2% 9.7%
Return on capital employed 5.6% 8.5% 9.8%
Asset turnover 0.2x 0.3x 0.3x
Cash conversion (OCF / net income) 2.6x -1.8x 1.4x
Stock comp / revenue – 0.2% –

Financial Health

11 metrics
MetricBIPHCSANYNSC
Debt / assets 55.6% 6.9% 36.2%
Debt / equity 2.1x 0.3x 1.0x
Net debt / EBITDA 6.1x -0.3x 2.7x
Debt / FCF -85.6x 1.7x 10.1x
Liabilities / assets 73.3% 74.8% 63.6%
Equity / assets 26.7% 25.2% 36.4%
Interest coverage 1.1x 1.3x 5.2x
Current ratio 0.9x – 0.9x
Quick ratio 0.7x 3.4x 0.8x
Cash ratio 0.3x 2.4x 0.4x
Altman Z-score – – 2.54

Shareholder Returns

7 metrics
MetricBIPHCSANYNSC
Dividend yield 0.0% – 1.6%
Net buyback yield – -3.5% 0.0%
Shareholder yield 0.0% -3.5% 1.6%
Payout ratio (earnings) 71.4% – 45.2%
Payout ratio (FCF) -215.5% – 73.6%
Dividend growth (1Y) 10.5% – -0.4%
Dividend CAGR (3Y) 40.3% – 0.2%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBIPHCSANYNSC
Forward P/E 25.8xFY2026 – 27.3xFY2026
EPS, next fiscal year $0.59FY2026 $-0.01FY2026 $12.23FY2026
EPS growth, next FY -34.4%FY2026 – -2.1%FY2026
EPS growth, the year after +88.1% – +24.4%
Revenue, next fiscal year $17.63BFY2026 $7.67BFY2026 $14.12BFY2026
Revenue growth, next FY -23.7%FY2026 -2.0%FY2026 +15.9%FY2026
Revenue growth, the year after -44.6% +21.1% +2.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBIPHCSANYNSC
Held by institutions – – 75.9%
Institutions holding – – 1,862
Change in shares held, QoQ – – +1.5%
Institutions buying – – 750
Institutions selling – – 631
Buyers to sellers – – 1.19

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BIPHCSANYNSC
BIPH 1.00 0.02 -0.02
CSANY 0.02 1.00 0.00
NSC -0.02 0.00 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BIPH, CSANY and NSC?

Norfolk Southern (NSC) is the largest by market capitalisation: Brookfield Infrastructure Partners (BIPH) $9.59B, Cosan (CSANY) $1.28B, Norfolk Southern (NSC) $76.34B.

Which company is growing faster?

Brookfield Infrastructure Partners (BIPH) grew revenue fastest over the trailing twelve months: Brookfield Infrastructure Partners (BIPH) +16.4%, Cosan (CSANY) -0.9%, Norfolk Southern (NSC) +6.0%.

Which company is more profitable?

Norfolk Southern (NSC) has the highest net margin (Brookfield Infrastructure Partners (BIPH) -1.5%, Cosan (CSANY) -21.9%, Norfolk Southern (NSC) 20.7%). On return on invested capital, Cosan (CSANY) leads (Brookfield Infrastructure Partners (BIPH) 6.6%, Cosan (CSANY) 129.2%, Norfolk Southern (NSC) 9.7%).

Which stock has performed better?

Over the past year Norfolk Southern (NSC) returned the most: Brookfield Infrastructure Partners (BIPH) -11.3%, Cosan (CSANY) -52.2%, Norfolk Southern (NSC) +19.1%. Over five years, Norfolk Southern (NSC) compounded fastest (Brookfield Infrastructure Partners (BIPH) -9.9%/yr, Cosan (CSANY) -32.2%/yr, Norfolk Southern (NSC) +3.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Brookfield Infrastructure Partners (BIPH) has the highest dividend yield: Brookfield Infrastructure Partners (BIPH) 0.18%, Cosan (CSANY) 0.00%, Norfolk Southern (NSC) 0.02%. Cosan (CSANY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Brookfield Infrastructure Partners (BIPH) has been the steadiest (Brookfield Infrastructure Partners (BIPH) 13.9%, Cosan (CSANY) 90.0%, Norfolk Southern (NSC) 20.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BIPH, CSANY and NSC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Brookfield Infrastructure Partners (BIPH) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.