Hewlett Packard Enterprise Co (HPE)vsMcKesson Corporation (MCK)
HPE
Hewlett Packard Enterprise Co
$38.21
+19.47%
TECHNOLOGY · Cap: $57.11B
MCK
McKesson Corporation
$742.44
-1.92%
HEALTHCARE · Cap: $88.61B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 1029% more annual revenue ($403.43B vs $35.74B). MCK leads profitability with a 1.2% profit margin vs -0.3%. HPE appears more attractively valued with a PEG of 0.85. MCK earns a higher WallStSmart Score of 57/100 (C).
HPE
Buy52
out of 100
Grade: C-
MCK
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
-69.7%
Fair Value
$561.55
Current Price
$742.44
$180.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
18.4% revenue growth
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 37.2% YoY
Generating 3.3B in free cash flow
Areas to Watch
Weak financial health signals
ROE of -0.6% — below average capital efficiency
Earnings declined 30.3%
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
1.2% margin — thin
Operating margin of 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : HPE
The strongest argument for HPE centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Altman Z-Score, Market Cap. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : HPE
The primary concerns for HPE are Piotroski F-Score, Return on Equity, EPS Growth.
Bear Case : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
HPE profiles as a growth stock while MCK is a value play — different risk/reward profiles.
HPE carries more volatility with a beta of 1.29 — expect wider price swings.
HPE is growing revenue faster at 18.4% — sustainability is the question.
MCK generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
MCK scores higher overall (57/100 vs 52/100). 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.
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.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
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