Hewlett Packard Enterprise Co (HPE)vsOracle Corporation (ORCL)
HPE
Hewlett Packard Enterprise Co
$38.21
+19.47%
TECHNOLOGY · Cap: $57.11B
ORCL
Oracle Corporation
$225.78
-5.76%
TECHNOLOGY · Cap: $545.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 79% more annual revenue ($64.08B vs $35.74B). ORCL leads profitability with a 25.3% profit margin vs -0.3%. HPE appears more attractively valued with a PEG of 0.85. ORCL earns a higher WallStSmart Score of 71/100 (B).
HPE
Buy52
out of 100
Grade: C-
ORCL
Strong Buy71
out of 100
Grade: B
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
Mega-cap, among the largest globally
Every $100 of equity generates 42 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Revenue surging 21.7% year-over-year
Earnings expanding 24.5% YoY
Areas to Watch
Weak financial health signals
ROE of -0.6% — below average capital efficiency
Earnings declined 30.3%
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 19.3x book value
Weak financial health signals
Negative free cash flow — burning cash
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are Piotroski F-Score, Return on Equity, EPS Growth.
Bear Case : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.21 is elevated, increasing financial risk.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.54 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
HPE generates stronger free cash flow (609M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (71/100 vs 52/100), backed by strong 25.3% margins and 21.7% revenue growth. Both earn "Strong 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.
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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