Hewlett Packard Enterprise Co (HPE)vsViavi Solutions Inc (VIAV)
HPE
Hewlett Packard Enterprise Co
$53.73
+1.76%
TECHNOLOGY · Cap: $63.79B
VIAV
Viavi Solutions Inc
$53.21
+1.10%
TECHNOLOGY · Cap: $13.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 2741% more annual revenue ($38.79B vs $1.37B). HPE leads profitability with a 4.0% 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
VIAV
Hold41
out of 100
Grade: D
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
Revenue surging 42.8% year-over-year
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 14.7x book value
Elevated debt levels
Weak financial health signals
ROE of -6.5% — below average capital efficiency
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 : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 42.8% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 45.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : VIAV
The primary concerns for VIAV are Price/Book, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
HPE carries more volatility with a beta of 1.45 — expect wider price swings.
VIAV is growing revenue faster at 42.8% — 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 41/100) and 40.0% revenue growth. 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.
Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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