FORTINET, INC. vs HEWLETT PACKARD ENTERPRISE COMPANY, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FTNT and HPE diverge most: on return on invested capital, FTNT reads 94.2% and HPE reads 2.8%; on p/b, FTNT reads 77.22 and HPE reads 2.50. The rest of the comparable metrics sit closer together. What FTNT's price implies is a somewhat stretched bet versus history (whole-company basis). What HPE's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FTNT | HPE |
|---|---|---|
| Price | $161.89 | $47.88 |
| Market cap | $119.8B | $63.4B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| P/E | 57.2 | 43.9 |
| P/B | 77.22 | 2.50 |
| P/S | 15.91 | 1.63 |
| EV/EBITDA | 45.3 | 34.1 |
| Revenue growth | +18.7% | +22.8% |
| Gross margin | 80.2% | — |
| Operating margin | 33.7% | 7.0% |
| Net margin | 28.2% | 4.0% |
| Return on equity | 136.7% | 6.1% |
| Return on assets | 19.5% | 2.0% |
| Return on invested capital | 94.2% | 2.8% |
| FCF yield | 2.6% | 6.3% |
| Dividend yield | — | 1.1% |
| Debt / equity | 0.32 | 0.84 |
| Current ratio | 1.28 | 1.09 |
| Altman Z (solvency) | 7.01 | 6.52 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.