Hewlett Packard Enterprise Co (HPE)vsUbiquiti Networks Inc (UI)
HPE
Hewlett Packard Enterprise Co
$44.44
-2.52%
TECHNOLOGY · Cap: $60.68B
UI
Ubiquiti Networks Inc
$523.05
-2.22%
TECHNOLOGY · Cap: $32.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 1153% more annual revenue ($38.79B vs $3.10B). UI leads profitability with a 30.4% profit margin vs 4.0%. HPE appears more attractively valued with a PEG of 0.85. UI earns a higher WallStSmart Score of 65/100 (B-).
HPE
Buy59
out of 100
Grade: C
UI
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HPE.
Margin of Safety
-44.1%
Fair Value
$371.06
Current Price
$523.05
$151.99 premium
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
Every $100 of equity generates 78 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 36.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
18.7% revenue growth
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
Premium valuation, high expectations priced in
Trading at 26.3x 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 : UI
The strongest argument for UI centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.4% and operating margin at 36.9%. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 42.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book.
Key Dynamics to Monitor
HPE profiles as a hypergrowth stock while UI is a growth 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
UI scores higher overall (65/100 vs 59/100), backed by strong 30.4% margins and 18.7% 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.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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