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

$38.52B

Market Cap

$22.90B

0.35%

Potential Profit

19.48%

Hold

Analyst Rating

Buy

Why It's Moving

Hershey Stock Climbs Amid Valuation Debates as Cocoa Woes Spark Innovation Push.

Stock advanced 6.44% over the past month and 30.10% yearly, outpacing the food products industry's average P/E of 19.26 with Hershey's at 29.31, hinting at expected outperformance.
Company ramps up innovation amid cocoa market turmoil, launching new items like HERSHEY'S Milk Chocolate with Caramel and Reese's Filled Pretzels to sustain demand.
Strategic moves include intent to acquire LesserEvil and executive hires like Chief Growth Officer Stacy Taffet, signaling focus on growth amid commodity pressures.

Sentiment:

🐃Bullish

Intact Investment Management Boosts Stake in Brookfield Infrastructure by 73%, Signaling Confidence Amid Earnings Miss

Intact raised its BIP stake by 72.9%, acquiring 997,680 shares to hold 2.37 million worth $77.96 million, now its seventh-largest holding.
BIP reported Q4 EPS of $0.44, missing estimates by $0.42, but revenue surged 13.4% year-over-year to $5.98 billion, far exceeding forecasts.
Stock trades at $35.26 with a 4.9% annualized dividend yield from $1.72 payout, backed by long-term infrastructure trends like AI power demand.

Sentiment:

🐃Bullish

Hershey Stock Climbs Amid Valuation Debates as Cocoa Woes Spark Innovation Push.

Stock advanced 6.44% over the past month and 30.10% yearly, outpacing the food products industry's average P/E of 19.26 with Hershey's at 29.31, hinting at expected outperformance.
Company ramps up innovation amid cocoa market turmoil, launching new items like HERSHEY'S Milk Chocolate with Caramel and Reese's Filled Pretzels to sustain demand.
Strategic moves include intent to acquire LesserEvil and executive hires like Chief Growth Officer Stacy Taffet, signaling focus on growth amid commodity pressures.

Sentiment:

🐃Bullish

Intact Investment Management Boosts Stake in Brookfield Infrastructure by 73%, Signaling Confidence Amid Earnings Miss

Intact raised its BIP stake by 72.9%, acquiring 997,680 shares to hold 2.37 million worth $77.96 million, now its seventh-largest holding.
BIP reported Q4 EPS of $0.44, missing estimates by $0.42, but revenue surged 13.4% year-over-year to $5.98 billion, far exceeding forecasts.
Stock trades at $35.26 with a 4.9% annualized dividend yield from $1.72 payout, backed by long-term infrastructure trends like AI power demand.

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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