Technology · NYSE/NASDAQ: HPE
Hewlett Packard Enterprise Co
Communication Equipment
Market Cap $64.91B
Verdict: Average
Quality Scores
Multi-Bagger
38/100
Compounder Quality
45/100
Management Credibility
58/100
Governance
72/100
Cash Flow Quality
78/100
AI Summary
Hewlett Packard Enterprise (HPE) has undergone a radical structural transformation over the last decade, transitioning from a legacy hardware conglomerate into a service-oriented edge-to-cloud provider. The financial data reveals extreme volatility in revenue, plummeting from $50B in 2016 to $7B levels in 2018-2020 due to major demergers including Enterprise Services (DXC) and Software (Micro Focus), followed by a recovery to $34B in 2025 through the Juniper acquisition. While the top line appears to be stabilizing, profitability remains erratic with significant drops in net income and…
Top Opportunities
- Revenue growth acceleration in 2025 to 34.3B
- Strong historical CFO/NI conversion ratio
- Strategic move into high-margin Juniper networking business
Top Risks
- Significant net income collapse in 2025 (57M vs 2.58B)
- Operating loss reported in 2025 (-437M)
- Long-term debt nearly doubled between 2023 and 2025
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