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...
Why It's Moving
Hershey Flashes Golden Cross as Technicals Signal Short-Term Rally Potential
- Golden cross formed as HSY broke above its 20-day moving average, reinforcing momentum after reaching key support levels.[1]
- Nine earnings estimates raised with none lowered in the past two months, boosting the consensus outlook and Zacks Rank #3 (Hold) status.[1]
- Shares up 0.86% to $181.61 on December 11, extending a multi-week advance amid steady volume and favorable technical signals.[2]
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.
Hershey Flashes Golden Cross as Technicals Signal Short-Term Rally Potential
- Golden cross formed as HSY broke above its 20-day moving average, reinforcing momentum after reaching key support levels.[1]
- Nine earnings estimates raised with none lowered in the past two months, boosting the consensus outlook and Zacks Rank #3 (Hold) status.[1]
- Shares up 0.86% to $181.61 on December 11, extending a multi-week advance amid steady volume and favorable technical signals.[2]
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.
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Explore BasketInvestment 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.
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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