ADM vs Brookfield Infrastructure Partners
This page compares ADM and Brookfield Infrastructure Partners on business models, financial performance, and market context. It provides a neutral overview of how each company creates value, manages assets, and competes within its sector. The aim is to inform about structure, strategy, and potential implications without endorsement or advice. Educational content, not financial advice.
This page compares ADM and Brookfield Infrastructure Partners on business models, financial performance, and market context. It provides a neutral overview of how each company creates value, manages a...
Why It's Moving
ADM Delivers Q3 Earnings Amid Headwinds, Flags Softer 2025 Outlook on Trade and Policy Uncertainty
- Q3 segment operating profit fell 19% year-over-year to $845 million, driven by biodiesel and refining margin squeezes from deferred biofuel policies restraining North American demand.
- Year-to-date earnings before taxes plunged 51% to $779 million, with Ag Services & Oilseeds hit hard by trade uncertainty and 75% drop in crushing margins.
- Nutrition segment posted sequential profit growth and record Flavors revenue in North America, while Carbohydrate Solutions benefited from improved ethanol margins.
Brookfield Infrastructure Powers Ahead with Strong Q3 FFO Growth and AI-Driven Data Surge
- Data segment FFO rocketed 62% to $138 million, signaling booming AI infrastructure needs.
- Generated $3B+ from asset sales at over 20% IRR and 4x capital multiple, enabling $1B in fresh acquisitions.
- Solid balance sheet with $5.5B liquidity and declared $0.43 quarterly distribution, payable Dec 31.
ADM Delivers Q3 Earnings Amid Headwinds, Flags Softer 2025 Outlook on Trade and Policy Uncertainty
- Q3 segment operating profit fell 19% year-over-year to $845 million, driven by biodiesel and refining margin squeezes from deferred biofuel policies restraining North American demand.
- Year-to-date earnings before taxes plunged 51% to $779 million, with Ag Services & Oilseeds hit hard by trade uncertainty and 75% drop in crushing margins.
- Nutrition segment posted sequential profit growth and record Flavors revenue in North America, while Carbohydrate Solutions benefited from improved ethanol margins.
Brookfield Infrastructure Powers Ahead with Strong Q3 FFO Growth and AI-Driven Data Surge
- Data segment FFO rocketed 62% to $138 million, signaling booming AI infrastructure needs.
- Generated $3B+ from asset sales at over 20% IRR and 4x capital multiple, enabling $1B in fresh acquisitions.
- Solid balance sheet with $5.5B liquidity and declared $0.43 quarterly distribution, payable Dec 31.
Which Baskets Do They Appear In?
Global Property REITs: Market Risks & Opportunities
With rising inflation and currency volatility in Nigeria, generating stable, dollar-denominated income from property has become increasingly important. This basket offers exposure to a collection of US and European-listed real estate companies that own and manage income-generating properties globally.
Published: September 12, 2025
Explore BasketEU Tariff Cuts: Which US Companies May Benefit?
A new trade agreement between the U.S. and the European Union reduces tariffs, creating new opportunities for American exporters. This theme focuses on U.S. industrial, agricultural, and seafood companies poised to benefit from increased access to European markets.
Published: August 22, 2025
Explore BasketPantry Stocks
These agricultural powerhouses are the backbone of our global food system, producing and distributing the staples that fill pantries worldwide. Hand-selected by our analysts, these companies offer stability through persistent demand and long-term growth potential as the global population expands.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Global Property REITs: Market Risks & Opportunities
With rising inflation and currency volatility in Nigeria, generating stable, dollar-denominated income from property has become increasingly important. This basket offers exposure to a collection of US and European-listed real estate companies that own and manage income-generating properties globally.
Published: September 12, 2025
Explore BasketEU Tariff Cuts: Which US Companies May Benefit?
A new trade agreement between the U.S. and the European Union reduces tariffs, creating new opportunities for American exporters. This theme focuses on U.S. industrial, agricultural, and seafood companies poised to benefit from increased access to European markets.
Published: August 22, 2025
Explore BasketPantry Stocks
These agricultural powerhouses are the backbone of our global food system, producing and distributing the staples that fill pantries worldwide. Hand-selected by our analysts, these companies offer stability through persistent demand and long-term growth potential as the global population expands.
Published: June 17, 2025
Explore BasketInvestment Analysis
ADM
ADM
Pros
- ADM has a diversified business model across Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition, supporting revenue stability and growth potential.
- The company maintains a solid dividend yield around 3.2%, providing attractive income for investors.
- ADM has demonstrated operational agility by adjusting supply chains to mitigate tariff impacts, particularly with China, which supports margin resilience.
Considerations
- ADM faces some margin compression despite supply chain adjustments, with ongoing tariff negotiation risks that could impact profitability.
- The company's payout ratio is near 90%, limiting room for dividend growth which might concern income-focused investors.
- ADM's stock shows a relatively high price-to-earnings ratio around 23-27, suggesting potential overvaluation risks amidst market volatility.
Pros
- Brookfield Infrastructure owns a portfolio of quality, long-life infrastructure assets with stable cash flows supported by high barriers to entry.
- The company benefits from geographic diversification across multiple countries including the U.S., Australia, and Brazil, reducing regional risk.
- Segments such as Utilities, Transport, Midstream, and Data provide diversified, low-maintenance capital cost businesses with growth potential in critical infrastructure.
Considerations
- Brookfield Infrastructure exhibits relatively low liquidity ratios (Quick Ratio 0.66, Current Ratio 0.77), which might raise short-term financial flexibility concerns.
- Interest coverage is modest at 1.57, indicating some susceptibility to rising interest rates or financial stress.
- The company faces regulatory and operational risks inherent in infrastructure assets, including exposure to commodity price fluctuations and economic cycles.
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