Brookfield Renewable Partners L.P. (BEP) vs XPLR Infrastructure, LP (XIFR)

Brookfield Renewable Partners L.P. and XPLR Infrastructure, LP are both Utilities Renewable companies. Brookfield Renewable Partners L.P. is the larger, with a market value of $8.5B against $2.0B — 4.2× the size. Brookfield Renewable Partners L.P. has negative trailing earnings, so its P/E is not meaningful; XPLR Infrastructure, LP trades at 16.2×. Brookfield Renewable Partners L.P. grew revenue faster over the last twelve months: 16.8% against −2.83%. XPLR Infrastructure, LP has the higher net margin (5.16% vs −1.74%) and the lower return on invested capital (0.00% vs 2.14%). Both pay a dividend; XPLR Infrastructure, LP yields more (12.8% vs 5.93%). Across the 20 metrics below, Brookfield Renewable Partners L.P. leads on 10 and XPLR Infrastructure, LP on 10.

Valuation

Metric BEP XIFR Utilities Renewable median
P/E n/m 16.23 18.99
P/S 1.06 0.83 2.58
P/B 0.24 0.09 1.38
Price to free cash flow n/m n/m 5.71
EV/EBITDA 9.02 9.99 16.32
EV/Sales 5.28 5.43 5.43
Earnings yield (1.62%) 6.16% (12.46%)
Free cash flow yield (21.08%) (41.11%) (21.58%)

Profitability

Metric BEP XIFR Utilities Renewable median
Gross margin 61.84% 100.00% 41.45%
Operating margin 29.65% 0.00% 0.00%
Net margin (1.74%) 5.16% (0.87%)
Free cash flow margin (22.33%) (34.03%) (9.23%)
Return on equity (0.42%) 0.57% 0.00%
Return on assets (0.14%) 0.31% (2.61%)
Return on invested capital 2.14% 0.00% 0.00%

Growth

Metric BEP XIFR Utilities Renewable median
Revenue growth (TTM) 16.77% (2.83%) 10.25%
EPS growth (last fiscal year) 71.91% (172.73%) —
Revenue growth, 5-year CAGR 15.22% 5.31% 6.29%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BEP XIFR Utilities Renewable median
Debt to equity 1.03 0.57 0.59
Current ratio 0.80 1.27 1.16
Net debt to EBITDA 6.62 11.37 2.66

Dividend

Metric BEP XIFR Utilities Renewable median
Dividend yield 5.93% 12.82% 5.61%
Payout ratio — 1.92 0.00

Size

Metric BEP XIFR Utilities Renewable median
Market cap 8.48b 2.02b 239.67m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack