Hewlett Packard Enterprise Co (HPE)vsPalo Alto Networks Inc (PANW)
HPE
Hewlett Packard Enterprise Co
$53.21
+1.58%
TECHNOLOGY · Cap: $63.43B
PANW
Palo Alto Networks Inc
$366.34
-1.00%
TECHNOLOGY · Cap: $298.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 266% more annual revenue ($38.79B vs $10.61B). PANW leads profitability with a 8.0% profit margin vs 4.0%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 59/100 (C).
HPE
Buy59
out of 100
Grade: C
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
+22.4%
Fair Value
$467.52
Current Price
$366.34
$101.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 40.0% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
ROE of 6.0% — below average capital efficiency
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 10.8x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HPE
The strongest argument for HPE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 40.0% demonstrates continued momentum. PEG of 0.85 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 31.1% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 44.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 318.6x leaves little room for execution misses.
Key Dynamics to Monitor
HPE carries more volatility with a beta of 1.44 — expect wider price swings.
HPE is growing revenue faster at 40.0% — sustainability is the question.
HPE generates stronger free cash flow (827M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HPE scores higher overall (59/100 vs 47/100) and 40.0% revenue growth. PANW offers better value entry with a 22.4% margin of safety. Both earn "Buy" and "Hold" 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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