Hewlett Packard Enterprise Co (HPE)vsPalo Alto Networks Inc (PANW)
HPE
Hewlett Packard Enterprise Co
$60.76
-0.46%
TECHNOLOGY · Cap: $74.38B
PANW
Palo Alto Networks Inc
$363.58
-3.06%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 265% more annual revenue ($41.87B vs $11.48B). HPE leads profitability with a 6.7% profit margin vs 2.7%. 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
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$363.58
$137.17 discount
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
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
Moderate valuation
6.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 10.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
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 : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are P/E Ratio, Profit Margin, Piotroski F-Score.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
HPE carries more volatility with a beta of 1.44 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HPE scores higher overall (75/100 vs 51/100) and 33.7% revenue growth. PANW offers better value entry with a 27.4% margin of safety. 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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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