Hewlett Packard Enterprise Co (HPE)vsViaSat Inc (VSAT)
HPE
Hewlett Packard Enterprise Co
$53.73
+1.76%
TECHNOLOGY · Cap: $63.79B
VSAT
ViaSat Inc
$67.18
-7.88%
TECHNOLOGY · Cap: $9.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 736% more annual revenue ($38.79B vs $4.64B). HPE leads profitability with a 4.0% profit margin vs -0.7%. VSAT appears more attractively valued with a PEG of 0.26. HPE earns a higher WallStSmart Score of 59/100 (C).
HPE
Buy59
out of 100
Grade: C
VSAT
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
+72.3%
Fair Value
$163.77
Current Price
$67.18
$96.59 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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.7% YoY
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
2.1% revenue growth
Elevated debt levels
ROE of -7.4% — below average capital efficiency
Distress zone — elevated risk
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 : VSAT
The strongest argument for VSAT centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.26 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 : VSAT
The primary concerns for VSAT are Revenue Growth, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
HPE profiles as a hypergrowth stock while VSAT is a turnaround play — different risk/reward profiles.
VSAT carries more volatility with a beta of 1.72 — 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.
Bottom Line
HPE scores higher overall (59/100 vs 51/100) and 40.0% revenue growth. VSAT offers better value entry with a 72.3% margin of safety. Both earn "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.
ViaSat Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viasat, Inc. provides worldwide broadband and communications products and services. The company is headquartered in Carlsbad, California.
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