ADTRAN Inc (ADTN)vsHewlett Packard Enterprise Co (HPE)
ADTN
ADTRAN Inc
$15.35
-11.12%
TECHNOLOGY · Cap: $1.45B
HPE
Hewlett Packard Enterprise Co
$53.73
+1.76%
TECHNOLOGY · Cap: $63.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 3357% more annual revenue ($38.79B vs $1.12B). HPE leads profitability with a 4.0% profit margin vs -3.2%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 59/100 (C).
ADTN
Hold37
out of 100
Grade: F
HPE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$32.80
Current Price
$15.35
$17.45 discount
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.5% revenue growth
Revenue surging 40.0% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 9.0x book value
Smaller company, higher risk/reward
Operating margin of 2.3%
ROE of 6.0% — below average capital efficiency
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ADTN
The strongest argument for ADTN centers on Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum.
Bull Case : HPE
The strongest argument for HPE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 40.0% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : ADTN
The primary concerns for ADTN are PEG Ratio, Price/Book, Market Cap. Debt-to-equity of 1.59 is elevated, increasing financial risk.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 45.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADTN profiles as a growth stock while HPE is a hypergrowth play — different risk/reward profiles.
ADTN carries more volatility with a beta of 1.47 — expect wider price swings.
HPE is growing revenue faster at 40.0% — sustainability is the question.
HPE generates stronger free cash flow (827M), providing more financial flexibility.
Bottom Line
HPE scores higher overall (59/100 vs 37/100) and 40.0% revenue growth. ADTN offers better value entry with a 68.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ADTRAN Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ADTRAN, Inc. provides networking and communications platforms and services for service providers, cable / multi-system operators, small and medium-sized businesses, and distributed businesses in the United States, Germany, Mexico, and internationally. The company is headquartered in Huntsville, Alabama.
Visit Website →Hewlett Packard Enterprise Co
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
The Hewlett Packard Enterprise Company (HPE) is an American multinational enterprise information technology company based in Houston, Texas, United States.
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