BIP vs USFD

Comparison between Brookfield Infrastructure Partners L.P (BIP, Company) and US Foods Holding Corp (USFD, Company).

BIP is from the Utilities sector, while USFD is from the Consumer Defensive sector.

5-Year PerformanceUSFD has outperformed BIP, delivering a return of +16.2% compared to +6.8%

BIP vs USFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIP(COMPANY)	USFD(COMPANY)
Market Cap	$18B	$18B
Max Drawdown	59.34%	77.30%
Sharpe Ratio	1.22	0.20
5Y Beta	0.84	0.71
Industry	Utilities - Diversified	Food Distribution
P/E Ratio	43.35	26.84
Forward P/E	158.73	17.36
PEG Ratio	0.31	0.74
Dividend Yield	4.58%	N/A
5Y Dividends CAGR	5.94%	N/A
5Y EPS CAGR	1.89%	N/A
Debt to Equity	1290.18%	0.00%
Free Cash Flow Yield	-3.75%	4.74%
P/S Ratio	0.75	0.45
P/B Ratio	3.36	4.12

Market Cap

Winner

BIP

$18B

USFD

$18B

Max Drawdown

Winner

BIP

59.34%

USFD

77.30%

Sharpe Ratio

Winner

BIP

1.22

USFD

0.20

5Y Beta

BIP

0.84

Winner

USFD

0.71

Industry

BIP

Utilities - Diversified

USFD

Food Distribution

P/E Ratio

BIP

43.35

Winner

USFD

26.84

Forward P/E

BIP

158.73

Winner

USFD

17.36

PEG Ratio

Winner

BIP

0.31

USFD

0.74

Dividend Yield

BIP

4.58%

USFD

N/A

5Y Dividends CAGR

BIP

5.94%

USFD

N/A

5Y EPS CAGR

BIP

1.89%

USFD

N/A

Debt to Equity

BIP

1290.18%

Winner

USFD

0.00%

Free Cash Flow Yield

BIP

-3.75%

Winner

USFD

4.74%

P/S Ratio

BIP

0.75

Winner

USFD

0.45

P/B Ratio

Winner

BIP

3.36

USFD

4.12

BIP vs USFD - Historical Returns

Returns include dividend reinvestment.

Period	BIP	USFD
1 month	+10.08%	-12.78%
3 months	+3.62%	-16.29%
6 months	+15.25%	+13.18%
1 year	+28.77%	+6.04%
5 years(CAGR)	+6.77%	+16.19%
10 years(CAGR)	+13.98%	+12.46%
Max(CAGR)	+14.98%	+12.46%

Winner

BIP

+10.08%

USFD

-12.78%

Winner

BIP

+3.62%

USFD

-16.29%

Winner

BIP

+15.25%

USFD

+13.18%

Winner

BIP

+28.77%

USFD

+6.04%

5Y(CAGR)

BIP

+6.77%

Winner

USFD

+16.19%

10Y(CAGR)

Winner

BIP

+13.98%

USFD

+12.46%

Max(CAGR)

Winner

BIP

+14.98%

USFD

+12.46%

BIP vs USFD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BIP	USFD
2026	+16.92%	+7.81%
2025	+14.84%	+11.77%
2024	+7.69%	+46.68%
2023	+5.55%	+33.09%
2022	-21.10%	-4.49%
2021	+27.52%	+7.37%
2020	+15.36%	-18.72%
2019	+49.52%	+32.15%
2018	-18.87%	-1.25%
2017	+39.81%	+15.94%
2016	+42.16%	+10.32%
2015	-6.16%	N/A
2014	+13.17%	N/A
2013	+14.55%	N/A
2012	+31.91%	N/A
2011	+38.55%	N/A
2010	+34.03%	N/A
2009	+39.88%	N/A
2008	-37.64%	N/A

BIP vs USFD Drawdown Comparison

The maximum drawdown for BIP was -56.05%, occurring on Mar 4, 2009. Recovery took 541 trading sessions.

The maximum drawdown for USFD was -77.30%, occurring on Mar 18, 2020. Recovery took 947 trading sessions.

The current BIP drawdown is -0.28%. The current USFD drawdown is -21.09%.

Rank	BIP	USFD
#1	-56.05% Jan 28, 2008 - Mar 22, 2010	-77.30% Sep 20, 2019 - Jun 27, 2023
#2	-51.31% Feb 20, 2020 - Nov 9, 2020	-31.06% Jul 27, 2018 - Sep 4, 2019
#3	-49.84% Apr 20, 2022 - Feb 6, 2026	-21.09% Feb 12, 2026 - May 22, 2026
#4	-28.40% Apr 6, 2015 - Jun 6, 2016	-19.01% Jul 19, 2023 - Dec 5, 2023
#5	-25.40% Dec 27, 2017 - Jun 7, 2019	-17.28% Aug 6, 2025 - Jan 15, 2026
#6	-17.02% Mar 22, 2010 - Sep 9, 2010	-16.40% Dec 5, 2024 - May 12, 2025
#7	-16.61% Sep 20, 2011 - Dec 27, 2011	-14.82% Jun 1, 2017 - Dec 7, 2017
#8	-14.38% Mar 4, 2013 - Oct 28, 2013	-13.54% Jan 26, 2018 - Mar 6, 2018
#9	-12.60% Aug 29, 2014 - Dec 2, 2014	-12.24% Jul 13, 2016 - Dec 13, 2016
#10	-12.48% Nov 18, 2013 - May 7, 2014	-9.70% Jun 25, 2024 - Aug 14, 2024
#11	-12.25% Mar 2, 2026 - May 21, 2026	-8.74% Jun 7, 2016 - Jul 12, 2016
#12	-10.86% Nov 8, 2010 - Feb 14, 2011	-8.39% Mar 27, 2024 - May 9, 2024
#13	-10.64% Aug 3, 2011 - Aug 15, 2011	-7.62% Mar 9, 2018 - Apr 17, 2018
#14	-10.05% Sep 30, 2016 - Jan 5, 2017	-6.43% Jan 3, 2017 - Feb 17, 2017
#15	-9.25% Aug 22, 2012 - Jan 3, 2013	-6.36% Jan 16, 2026 - Feb 3, 2026