Hershey vs Brookfield Infrastructure Partners

Hershey and Brookfield Infrastructure Partners are compared across business models, financial performance, and market context. This page presents a neutral view of how each company creates value, generates revenue, and positions itself within its sector. Educational content, not financial advice.

Hershey and Brookfield Infrastructure Partners are compared across business models, financial performance, and market context. This page presents a neutral view of how each company creates value, gene...

Comparison Snapshot

Key Financial Metrics

HSY

Metric

BIP

$45.88B

Market Cap

$25.15B

-13.56%

Potential Profit

8.92%

Hold

Analyst Rating

Buy

Why It's Moving

HSY Stock Warning: Why Analysts See -15% Downside Risk

Hershey beat Q4 2025 estimates with $1.71 EPS versus $1.40 expected and 7% revenue growth to $3.09B, yet overall consensus remains 'Hold' with median targets implying 15% drop.
Firm issued 2026 outlook for 4-5% sales growth and $8-$9 EPS, backed by $230M efficiency savings and 9% pricing hikes to counter 3% volume declines and cocoa swings.
Mixed analyst moves include Stephens hiking target to $260 with 'overweight,' but broader Street skepticism persists as shares trade above average $203-$220 forecasts.

Sentiment:

🐻Bearish

BIP Surges to 52-Week High as Dividend Momentum Fuels Infrastructure Rally

Stock soared to $39.07 on solid volume, building on prior gains and signaling sustained bullish momentum ahead of the February 27 ex-dividend date for $0.455 per share.
Analysts maintain a Moderate Buy consensus, highlighting BIP's resilient infrastructure portfolio amid digital and energy transition plays.
Recent railcar leasing joint venture with GATX closed, bolstering fleet scale and long-term contracted revenues in transport infrastructure.

Sentiment:

🐃Bullish

HSY Stock Warning: Why Analysts See -15% Downside Risk

Hershey beat Q4 2025 estimates with $1.71 EPS versus $1.40 expected and 7% revenue growth to $3.09B, yet overall consensus remains 'Hold' with median targets implying 15% drop.
Firm issued 2026 outlook for 4-5% sales growth and $8-$9 EPS, backed by $230M efficiency savings and 9% pricing hikes to counter 3% volume declines and cocoa swings.
Mixed analyst moves include Stephens hiking target to $260 with 'overweight,' but broader Street skepticism persists as shares trade above average $203-$220 forecasts.

Sentiment:

🐻Bearish

BIP Surges to 52-Week High as Dividend Momentum Fuels Infrastructure Rally

Stock soared to $39.07 on solid volume, building on prior gains and signaling sustained bullish momentum ahead of the February 27 ex-dividend date for $0.455 per share.
Analysts maintain a Moderate Buy consensus, highlighting BIP's resilient infrastructure portfolio amid digital and energy transition plays.
Recent railcar leasing joint venture with GATX closed, bolstering fleet scale and long-term contracted revenues in transport infrastructure.

Sentiment:

🐃Bullish

Investment Analysis

Hershey

HSY

Pros

Hershey reported stronger-than-expected sales growth, with its international segment up 12.1% year on year in Q3 2025.
The company maintains a robust cash position of $1.16 billion, supporting its ability to invest in growth initiatives and weather cost pressures.
Hershey's Agility & Automation Initiative is expected to deliver $150 million in savings in 2025, helping offset inflation and tariff headwinds.

Considerations

Profit margins are under pressure, with adjusted gross margin down 850 basis points to 31.8% in Q3 2025 due to higher commodity and tariff costs.
Earnings per share are projected to decline 48-50% in 2025, reflecting ongoing input cost inflation and an unfavourable sales mix.
Tariff expenses are forecast to reach $160-170 million in 2025, adding to the company's cost burden despite productivity improvements.

Brookfield Infrastructure Partners

BIP

Pros

Brookfield Infrastructure Partners owns a diversified portfolio of long-life, high-barrier infrastructure assets generating stable cash flows.
The company operates across multiple geographies and sectors, including utilities, transport, midstream, and data, reducing single-market risk.
Its assets typically require low maintenance capital expenditure, supporting strong free cash flow generation and reinvestment potential.

Considerations

Brookfield Infrastructure Partners has a relatively high normalized price/earnings ratio, suggesting limited near-term valuation upside.
The company's quick and current ratios are below 1, indicating potential liquidity constraints if short-term obligations rise unexpectedly.
Interest coverage is modest at 1.57, raising concerns about debt servicing capacity if interest rates remain elevated.

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