Ceragon Networks Ltd (CRNT)vsHewlett Packard Enterprise Co (HPE)
CRNT
Ceragon Networks Ltd
$2.35
-1.67%
TECHNOLOGY · Cap: $214.51M
HPE
Hewlett Packard Enterprise Co
$48.54
-1.16%
TECHNOLOGY · Cap: $57.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 11478% more annual revenue ($38.79B vs $335.08M). HPE leads profitability with a 4.0% profit margin vs -0.7%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 59/100 (C).
CRNT
Avoid31
out of 100
Grade: F
HPE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.2%
Fair Value
$7.14
Current Price
$2.35
$4.79 discount
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
Operating margin of 3.1%
Weak financial health signals
Expensive relative to growth rate
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 : CRNT
The strongest argument for CRNT centers on Price/Book, Debt/Equity.
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 : CRNT
The primary concerns for CRNT are Market Cap, Operating Margin, Piotroski F-Score.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 40.3x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRNT profiles as a turnaround stock while HPE is a hypergrowth play — different risk/reward profiles.
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.
Bottom Line
HPE scores higher overall (59/100 vs 31/100) and 40.0% revenue growth. CRNT offers better value entry with a 67.2% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ceragon Networks Ltd
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ceragon Networks Ltd. provides wireless backhaul solutions that enable cellular operators and other wireless service providers to provide voice and data services. The company is headquartered in Tel Aviv, Israel.
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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