Hewlett Packard Enterprise Co (HPE)vsOracle Corporation (ORCL)
HPE
Hewlett Packard Enterprise Co
$60.76
-0.46%
TECHNOLOGY · Cap: $74.38B
ORCL
Oracle Corporation
$147.61
-1.98%
TECHNOLOGY · Cap: $432.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 61% more annual revenue ($67.36B vs $41.87B). ORCL leads profitability with a 25.4% profit margin vs 6.7%. HPE appears more attractively valued with a PEG of 0.43. ORCL earns a higher WallStSmart Score of 76/100 (B+).
HPE
Strong Buy75
out of 100
Grade: B
ORCL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
-42.8%
Fair Value
$105.48
Current Price
$147.61
$42.13 premium
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
Strong operational efficiency at 36.2%
Every $100 of equity generates 28 in profit
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Areas to Watch
Moderate valuation
6.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Trading at 11.3x book value
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Operating Margin, Return on Equity. Profitability is solid with margins at 25.4% and operating margin at 36.2%. Revenue growth of 20.6% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are P/E Ratio, Profit Margin, Piotroski F-Score.
Bear Case : ORCL
The primary concerns for ORCL are Price/Book, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
HPE profiles as a hypergrowth stock while ORCL is a growth play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.73 — expect wider price swings.
HPE is growing revenue faster at 33.7% — sustainability is the question.
HPE generates stronger free cash flow (896M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (76/100 vs 75/100), backed by strong 25.4% margins and 20.6% 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.
Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
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