HPE
Strong BuySecond WindAI neutralHewlett Packard Enterprise Company · Technology · United States · $75.3B cap · $1.2B/day traded
$58.72 +3.6% · close 26 Oct · scored 27 Oct
Second Wind: Cheap and rising again, but the business does not yet earn the optimism.
As of 27 Oct 2026, MoatMap's StockRank for Hewlett Packard Enterprise Company (HPE) is 89/100, ranked against 24,000+ stocks in 35 markets (Quality 48, Value 55, Momentum 87, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Hewlett Packard Enterprise sells servers, storage and, since acquiring Juniper, networking equipment, and it is benefiting from AI data-centre demand: forward earnings estimates have risen about 12.6% in four weeks and it is buying back stock. But AI servers are a low-margin, competitive market against Dell, Supermicro and others, and returns on capital are modest. The upgrade cycle is real, but it is a cyclical hardware story rather than a durable compounder.
ABOUT HEWLETT PACKARD ENTERPRISE COMPANY
Read
Hewlett Packard Enterprise Company (HPE) is a global edge-to-cloud company providing servers, storage, networking, and software solutions for hybrid IT environments. HPE differentiates itself with its GreenLake platform, offering infrastructure and services "as-a-service" to facilitate flexible consumption models for enterprise clients. Its extensive global reach, established customer base, and continuous investment in hybrid cloud and AI technologies solidify its competitive position.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 28.5B | 29.1B | 30.1B | 34.3B | 6.4% | 41.9B | 46.5B | 54.7B | 26.3% |
| EPS | 0.67 | 1.56 | 1.95 | -0.04 | 70.6% | 1.94 | — | — | — |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | +2.9% | 1.3B | — | — | — |
| Debt | 13.5B | 13.5B | 19.8B | 24.1B | 21.3% | 20.3B | — | — | — |
| Equity | 19.9B | 21.2B | 24.8B | 24.7B | 7.5% | — | — | — | — |
| Op CF | 4.6B | 4.4B | 4.3B | 2.9B | -14.0% | 6.7B | — | — | — |
| Inv CF | -2.1B | -3.3B | -53.0M | -13.2B | — | — | — | — | — |
| Fin CF | -1.8B | -1.4B | 6.3B | 1.0B | — | — | — | — | — |
No clear trend: not near its 52-week low, and not in a steady uptrend.
Swung more than 73% of stocks we rank over the past year (58% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of HPE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HPE | Hewlett Packard Enterprise Company(you) | $75.3B | 89 | Strong Buy |
| MSI | Motorola Solutions, Inc. | $79.7B | 73 | Buy |
| ERIC | Telefonaktiebolaget LM Ericsson (publ) | $34.6B | 90 | Strong Buy |
| 2345.TW | Accton Technology Corporation | $30.5B | 77 | Buy |
| 300502.SZ | Eoptolink Technology Inc., Ltd. | $54.6B | 65 | Buy |
| 3308.HK | Zhongji Innolight Co., Ltd. | $112.6B | 67 | Buy |
| ZBRA | Zebra Technologies Corporation | $18.3B | 86 | Strong Buy |
| CSCO | Cisco Systems, Inc. | $419.9B | 80 | Strong Buy |
| NOKIA.HE | Nokia Oyj | $46.2B | 54 | Hold |
| UI | Ubiquiti Inc. | $35.6B | 58 | Hold |
Peer medians: ROE 8.2% · P/E 26.9x · Gross margin 33.1%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.