Clearfield Inc (CLFD)vsHewlett Packard Enterprise Co (HPE)
CLFD
Clearfield Inc
$31.27
+2.22%
TECHNOLOGY · Cap: $435.09M
HPE
Hewlett Packard Enterprise Co
$50.18
-0.18%
TECHNOLOGY · Cap: $63.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 27150% more annual revenue ($41.87B vs $153.66M). HPE leads profitability with a 6.7% profit margin vs -4.7%. HPE trades at a lower P/E of 24.5x. HPE earns a higher WallStSmart Score of 75/100 (B).
CLFD
Hold48
out of 100
Grade: D+
HPE
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.3%
Fair Value
$25.29
Current Price
$31.27
$5.98 premium
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 104.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 33.7% year-over-year
Earnings expanding 410.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
ROE of -2.9% — below average capital efficiency
Currently unprofitable
6.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CLFD
The strongest argument for CLFD centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 13.2% demonstrates continued momentum.
Bull 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 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : CLFD
The primary concerns for CLFD are Market Cap, P/E Ratio, Return on Equity. A P/E of 59.3x leaves little room for execution misses.
Bear Case : HPE
The primary concerns for HPE are Profit Margin, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CLFD profiles as a turnaround stock while HPE is a hypergrowth play — different risk/reward profiles.
CLFD carries more volatility with a beta of 2.14 — expect wider price swings.
HPE is growing revenue faster at 33.7% — sustainability is the question.
HPE generates stronger free cash flow (896M), providing more financial flexibility.
Bottom Line
HPE scores higher overall (75/100 vs 48/100) and 33.7% revenue growth. Both earn "Strong 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.
Clearfield Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to OEM, enterprise and fiber-to-facility markets in the United States and internationally. The company is headquartered in Minneapolis, Minnesota.
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.
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