Hewlett Packard Enterprise Co (HPE)vsPalantir Technologies Inc. (PLTR)
HPE
Hewlett Packard Enterprise Co
$53.21
+1.58%
TECHNOLOGY · Cap: $63.43B
PLTR
Palantir Technologies Inc.
$162.66
-2.60%
TECHNOLOGY · Cap: $389.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 643% more annual revenue ($38.79B vs $5.22B). PLTR leads profitability with a 43.7% profit margin vs 4.0%. HPE appears more attractively valued with a PEG of 0.85. PLTR earns a higher WallStSmart Score of 75/100 (B).
HPE
Buy59
out of 100
Grade: C
PLTR
Strong Buy75
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
ROE of 6.0% — below average capital efficiency
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 40.0x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 44.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 182.8x leaves little room for execution misses.
Key Dynamics to Monitor
HPE profiles as a hypergrowth stock while PLTR is a growth play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.56 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 59/100), backed by strong 43.7% margins and 84.7% 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.
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.
Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
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