Harmonic Inc (HLIT)vsHewlett Packard Enterprise Co (HPE)
HLIT
Harmonic Inc
$14.61
+0.94%
TECHNOLOGY · Cap: $1.72B
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 9663% more annual revenue ($38.79B vs $397.34M). HPE leads profitability with a 4.0% profit margin vs -10.6%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 59/100 (C).
HLIT
Buy54
out of 100
Grade: C-
HPE
Buy59
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 43.4% year-over-year
Earnings expanding 31.9% YoY
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
Premium valuation, high expectations priced in
ROE of -11.8% — below average capital efficiency
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 : HLIT
The strongest argument for HLIT centers on Revenue Growth, EPS Growth. Revenue growth of 43.4% 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 : HLIT
The primary concerns for HLIT are PEG Ratio, Market Cap, P/E Ratio. A P/E of 197.6x leaves little room for execution misses.
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
HPE carries more volatility with a beta of 1.45 — expect wider price swings.
HLIT is growing revenue faster at 43.4% — sustainability is the question.
HPE generates stronger free cash flow (827M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HPE scores higher overall (59/100 vs 54/100) and 40.0% 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.
Harmonic Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Harmonic Inc. provides global video delivery software, products, system solutions and services. The company is headquartered in San Jose, California.
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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