Hewlett Packard Enterprise Co (HPE)vsPalo Alto Networks Inc (PANW)
HPE
Hewlett Packard Enterprise Co
$38.21
-1.78%
TECHNOLOGY · Cap: $57.11B
PANW
Palo Alto Networks Inc
$281.69
-5.64%
TECHNOLOGY · Cap: $184.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 261% more annual revenue ($35.74B vs $9.89B). PANW leads profitability with a 13.0% profit margin vs -0.3%. HPE appears more attractively valued with a PEG of 0.85. PANW earns a higher WallStSmart Score of 56/100 (C).
HPE
Buy52
out of 100
Grade: C-
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
+41.8%
Fair Value
$442.91
Current Price
$281.69
$161.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
18.4% revenue growth
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Weak financial health signals
ROE of -0.6% — below average capital efficiency
Earnings declined 30.3%
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HPE
The strongest argument for HPE centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are Piotroski F-Score, Return on Equity, EPS Growth.
Bear Case : PANW
The primary concerns for PANW are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 120.5x leaves little room for execution misses.
Key Dynamics to Monitor
HPE profiles as a growth stock while PANW is a value play — different risk/reward profiles.
HPE carries more volatility with a beta of 1.29 — expect wider price swings.
HPE is growing revenue faster at 18.4% — sustainability is the question.
HPE generates stronger free cash flow (609M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 52/100) and 14.9% 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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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