Extreme Networks Inc (EXTR)vsHewlett Packard Enterprise Co (HPE)
EXTR
Extreme Networks Inc
$29.61
+0.13%
TECHNOLOGY · Cap: $3.47B
HPE
Hewlett Packard Enterprise Co
$53.73
+2.93%
TECHNOLOGY · Cap: $63.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 2998% more annual revenue ($38.79B vs $1.25B). HPE leads profitability with a 4.0% profit margin vs 1.3%. HPE appears more attractively valued with a PEG of 0.85. EXTR earns a higher WallStSmart Score of 62/100 (C+).
EXTR
Buy62
out of 100
Grade: C+
HPE
Buy59
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 206.4% YoY
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
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
1.3% margin — thin
Premium valuation, high expectations priced in
Trading at 49.4x book value
Distress zone — elevated risk
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 : EXTR
The strongest argument for EXTR centers on EPS Growth, Return on Equity, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
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 : EXTR
The primary concerns for EXTR are Profit Margin, P/E Ratio, Price/Book. A P/E of 220.9x leaves little room for execution misses. Debt-to-equity of 2.99 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
EXTR profiles as a value stock while HPE is a hypergrowth play — different risk/reward profiles.
EXTR carries more volatility with a beta of 1.77 — 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
EXTR scores higher overall (62/100 vs 59/100) and 11.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
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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