HEWLETT PACKARD ENTERPRISE COMPANY vs INTERNATIONAL BUSINESS MACHINES CORP, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HPE and IBM diverge most: on dividend yield, HPE reads 0.7% and IBM reads 3.0%; on revenue growth, HPE reads +26.6% and IBM reads +8.0%. The rest of the comparable metrics sit closer together. What HPE's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | HPE | IBM |
|---|---|---|
| Price | $73.45 | $227.08 |
| Market cap | $97.5B | $216.5B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +8.5% |
| P/E | 37.9 | 20.1 |
| P/B | 3.67 | 6.27 |
| P/S | 2.33 | 3.13 |
| EV/EBITDA | 25.2 | 52.1 |
| Revenue growth | +26.6% | +8.0% |
| Gross margin | — | 57.7% |
| Operating margin | 11.4% | — |
| Net margin | 6.7% | 12.4% |
| Return on equity | 10.5% | 24.9% |
| Return on assets | 3.3% | 5.7% |
| Return on invested capital | 4.9% | 3.6% |
| FCF yield | 4.3% | 6.4% |
| Dividend yield | 0.7% | 3.0% |
| Debt / equity | 0.76 | 1.79 |
| Current ratio | 1.11 | 0.79 |
| Altman Z (solvency) | 6.59 | 2.94 |
| Piotroski F (quality) | 7 / 9 | 7 / 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.