Hewlett Packard Enterprise Co (HPE)vsMotorola Solutions Inc (MSI)
HPE
Hewlett Packard Enterprise Co
$54.40
-1.48%
TECHNOLOGY · Cap: $73.14B
MSI
Motorola Solutions Inc
$486.54
-0.15%
TECHNOLOGY · Cap: $75.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 217% more annual revenue ($38.79B vs $12.24B). MSI leads profitability with a 17.4% profit margin vs 4.0%. MSI appears more attractively valued with a PEG of 2.22. MSI earns a higher WallStSmart Score of 62/100 (C+).
HPE
Buy51
out of 100
Grade: C-
MSI
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 40.0% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Every $100 of equity generates 80 in profit
Large-cap with strong market position
Strong operational efficiency at 27.4%
Areas to Watch
ROE of 6.0% — below average capital efficiency
4.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 30.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HPE
The strongest argument for HPE centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 40.0% demonstrates continued momentum.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 17.4% and operating margin at 27.4%. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.2x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 3.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
HPE profiles as a hypergrowth stock while MSI is a mature 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
MSI scores higher overall (62/100 vs 51/100), backed by strong 17.4% margins and 13.3% 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.
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.
Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
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