TransAlta (TA) Competitors

TransAlta (TSE:TA) and Brookfield Infrastructure (TSE:BIPC) are both mid-cap utilities companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, valuation, profitability, earnings, institutional ownership, community ranking, analyst recommendations, risk and media sentiment.

Do institutionals & insiders believe in TA or BIPC?

70.8% of TransAlta shares are owned by institutional investors. Comparatively, 72.8% of Brookfield Infrastructure shares are owned by institutional investors. 0.2% of TransAlta shares are owned by company insiders. Comparatively, 0.0% of Brookfield Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Is TA or BIPC more profitable?

TransAlta has a net margin of 7.49% compared to Brookfield Infrastructure's net margin of -18.82%. Brookfield Infrastructure's return on equity of 196.70% beat TransAlta's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
TransAlta	7.49%	12.03%	7.07%
Brookfield Infrastructure	-18.82%	196.70%	7.43%

Do analysts prefer TA or BIPC?

TransAlta currently has a consensus price target of C$17.71, indicating a potential upside of 44.14%. Given TransAlta's stronger consensus rating and higher probable upside, research analysts clearly believe TransAlta is more favorable than Brookfield Infrastructure.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TransAlta	0 Sell rating(s)	2 Hold rating(s)	3 Buy rating(s)	1 Strong Buy rating(s)	2.83
Brookfield Infrastructure	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Does the MarketBeat Community believe in TA or BIPC?

TransAlta received 343 more outperform votes than Brookfield Infrastructure when rated by MarketBeat users.

Company	Underperform	Outperform
TransAlta	Outperform Votes 343 53.10%	Underperform Votes 303 46.90%
Brookfield Infrastructure	N/A	N/A

Which has more risk & volatility, TA or BIPC?

TransAlta has a beta of 0.93, meaning that its share price is 7% less volatile than the S&P 500. Comparatively, Brookfield Infrastructure has a beta of 1.41, meaning that its share price is 41% more volatile than the S&P 500.

Which has preferable earnings & valuation, TA or BIPC?

TransAlta has higher revenue and earnings than Brookfield Infrastructure. Brookfield Infrastructure is trading at a lower price-to-earnings ratio than TransAlta, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TransAlta	C$2.83B	1.30	C$212.05M	C$0.70	17.52
Brookfield Infrastructure	C$2.13B	2.03	-C$400.51M	-C$6.81	-7.59

Does the media prefer TA or BIPC?

In the previous week, TransAlta had 20 more articles in the media than Brookfield Infrastructure. MarketBeat recorded 24 mentions for TransAlta and 4 mentions for Brookfield Infrastructure. Brookfield Infrastructure's average media sentiment score of 0.00 beat TransAlta's score of -0.08 indicating that Brookfield Infrastructure is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
TransAlta	4 Very Positive mention(s)	0 Positive mention(s)	7 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Brookfield Infrastructure	0 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

Is TA or BIPC a better dividend stock?

TransAlta pays an annual dividend of C$0.24 per share and has a dividend yield of 2.0%. Brookfield Infrastructure pays an annual dividend of C$2.18 per share and has a dividend yield of 4.2%. TransAlta pays out 34.2% of its earnings in the form of a dividend. Brookfield Infrastructure pays out -32.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Brookfield Infrastructure is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

TransAlta beats Brookfield Infrastructure on 12 of the 20 factors compared between the two stocks.