CommScope Holding Co Inc (COMM)vsHewlett Packard Enterprise Co (HPE)
COMM
CommScope Holding Co Inc
$49.10
+150.77%
TECHNOLOGY · Cap: $4.34B
HPE
Hewlett Packard Enterprise Co
$53.73
+1.70%
TECHNOLOGY · Cap: $63.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 632% more annual revenue ($38.79B vs $5.30B). HPE leads profitability with a 4.0% profit margin vs 0.2%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 59/100 (C).
COMM
Buy56
out of 100
Grade: C
HPE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.9%
Fair Value
$14.96
Current Price
$49.10
$34.14 premium
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
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
Areas to Watch
Expensive relative to growth rate
0.5% revenue growth
0.2% margin — thin
Operating margin of 0.2%
ROE of 6.0% — below average capital efficiency
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : COMM
The strongest argument for COMM centers on Debt/Equity, P/E Ratio.
Bull 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.
Bear Case : COMM
The primary concerns for COMM are PEG Ratio, Revenue Growth, Profit Margin. Thin 0.2% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
COMM profiles as a value stock while HPE is a hypergrowth play — different risk/reward profiles.
COMM carries more volatility with a beta of 2.40 — 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 56/100) and 40.0% revenue growth. 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.
CommScope Holding Co Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
CommScope Holding Company, Inc. provides infrastructure solutions for communications and entertainment networks. The company is headquartered in Hickory, North Carolina.
Visit Website →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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