HEWLETT PACKARD ENTERPRISE COMPANY vs NetApp, Inc., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HPE and NTAP diverge most: on return on equity, HPE reads 10.5% and NTAP reads 94.8%; on p/b, HPE reads 3.67 and NTAP reads 31.74. 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). What NTAP'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 | NTAP |
|---|---|---|
| Price | $73.45 | $237.22 |
| Market cap | $97.5B | $47.4B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +20.7% |
| P/E | 37.9 | 33.5 |
| P/B | 3.67 | 31.74 |
| P/S | 2.33 | 6.42 |
| EV/EBITDA | 25.2 | 25.5 |
| Revenue growth | +26.6% | +12.4% |
| Gross margin | — | 70.1% |
| Operating margin | 11.4% | 23.9% |
| Net margin | 6.7% | 19.2% |
| Return on equity | 10.5% | 94.8% |
| Return on assets | 3.3% | 12.9% |
| Return on invested capital | 4.9% | 36.0% |
| FCF yield | 4.3% | 3.5% |
| Dividend yield | 0.7% | 0.9% |
| Debt / equity | 0.76 | 1.66 |
| Current ratio | 1.11 | 1.24 |
| Altman Z (solvency) | 6.59 | 3.98 |
| 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.