Hewlett Packard Enterprise Co (HPE)vsMicrosoft Corporation (MSFT)
HPE
Hewlett Packard Enterprise Co
$62.09
+12.44%
TECHNOLOGY · Cap: $74.38B
MSFT
Microsoft Corporation
$495.63
+0.65%
TECHNOLOGY · Cap: $3.68T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 693% more annual revenue ($331.84B vs $41.87B). MSFT leads profitability with a 40.3% profit margin vs 6.7%. HPE appears more attractively valued with a PEG of 0.43. HPE earns a higher WallStSmart Score of 75/100 (B).
HPE
Strong Buy75
out of 100
Grade: B
MSFT
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 33.7% year-over-year
Earnings expanding 410.2% YoY
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 45.1%
Generating 19.6B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
6.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Trading at 8.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HPE
The strongest argument for HPE centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 33.7% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 40.3% and operating margin at 45.1%. Revenue growth of 17.7% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are P/E Ratio, Profit Margin, Piotroski F-Score.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
HPE profiles as a hypergrowth stock while MSFT is a growth play — different risk/reward profiles.
HPE carries more volatility with a beta of 1.44 — expect wider price swings.
HPE is growing revenue faster at 33.7% — sustainability is the question.
MSFT generates stronger free cash flow (19.6B), providing more financial flexibility.
Bottom Line
HPE scores higher overall (75/100 vs 72/100) and 33.7% revenue growth. Both earn "Strong Buy" and "Strong 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.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
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