Extreme Networks Inc (EXTR)vsHewlett Packard Enterprise Co (HPE)
EXTR
Extreme Networks Inc
$21.63
-2.57%
TECHNOLOGY · Cap: $2.80B
HPE
Hewlett Packard Enterprise Co
$55.41
-10.77%
TECHNOLOGY · Cap: $74.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 3162% more annual revenue ($41.87B vs $1.28B). HPE leads profitability with a 6.7% profit margin vs 3.3%. HPE appears more attractively valued with a PEG of 0.43. HPE earns a higher WallStSmart Score of 75/100 (B).
EXTR
Buy63
out of 100
Grade: C+
HPE
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.4%
Fair Value
$12.88
Current Price
$21.63
$8.75 premium
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 206.4% YoY
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
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
3.3% margin — thin
Premium valuation, high expectations priced in
Trading at 31.8x book value
Distress zone — elevated risk
Moderate valuation
6.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EXTR
The strongest argument for EXTR centers on EPS Growth, Return on Equity, PEG Ratio. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
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 0.43 suggests the stock is reasonably priced for its growth.
Bear Case : EXTR
The primary concerns for EXTR are Profit Margin, P/E Ratio, Price/Book. A P/E of 69.2x leaves little room for execution misses. Debt-to-equity of 2.20 is elevated, increasing financial risk.
Bear Case : HPE
The primary concerns for HPE are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
EXTR profiles as a value stock while HPE is a hypergrowth play — different risk/reward profiles.
EXTR carries more volatility with a beta of 1.76 — 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 63/100) and 33.7% revenue growth. Both earn "Strong 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.
Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
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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