Comtech Telecommunications Corp (CMTL)vsHewlett Packard Enterprise Co (HPE)
CMTL
Comtech Telecommunications Corp
$4.72
-12.59%
TECHNOLOGY · Cap: $160.56M
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 8068% more annual revenue ($38.79B vs $474.95M). HPE leads profitability with a 4.0% profit margin vs 2.6%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 59/100 (C).
CMTL
Hold47
out of 100
Grade: D+
HPE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.8%
Fair Value
$22.48
Current Price
$4.72
$17.76 discount
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 587.0% YoY
Reasonable price relative to book value
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
Smaller company, higher risk/reward
ROE of 4.6% — below average capital efficiency
2.6% margin — thin
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 : CMTL
The strongest argument for CMTL centers on EPS Growth, Price/Book.
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 : CMTL
The primary concerns for CMTL are PEG Ratio, Market Cap, Return on Equity. Thin 2.6% margins leave little buffer for downturns.
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
CMTL profiles as a value stock while HPE is a hypergrowth play — different risk/reward profiles.
HPE carries more volatility with a beta of 1.45 — 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 47/100) and 40.0% revenue growth. CMTL offers better value entry with a 73.8% 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.
Comtech Telecommunications Corp
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Comtech Telecommunications Corp. The company is headquartered in Melville, New York.
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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