Hewlett Packard Enterprise reported exceptional fiscal third-quarter results, as revenue increased 34% year over year while non-GAAP earnings per share exceeded the high end of guidance.
If HPE can execute on its Juniper acquisition, leading to higher margins, and reinvigorate growth in its hybrid cloud business while benefiting from the AI server wave, there should be upside.
The AI server market’s current growth may not be durable, and future growth will depend on AI demand proving maintainable. OEMs like HPE will struggle to see this structurally change the profitability of their overall server business.
|
Metric
|
HPE
|
DELL
|
CSCO
|
|---|---|---|---|
Price/Earnings (Normalized) | 20.36 | 29.47 | 25.18 |
Price/Book Value | 3.23 | — | 8.53 |
Price/Sales | 2.18 | 2.38 | 6.85 |
Price/Cash Flow | 11.98 | 23.81 | 23.40 |
|
Metric
|
HPE
|
DELL
|
CSCO
|
|---|---|---|---|
Quick Ratio | 0.53 | 0.56 | 0.64 |
Current Ratio | 1.11 | 0.96 | 0.93 |
Interest Coverage | 6.69 | 24.38 | 11.30 |
|
Metric
|
HPE
|
DELL
|
CSCO
|
|---|---|---|---|
Return on Assets (Normalized) | 5.72% | 11.68% | 13.87% |
Return on Equity (Normalized) | 17.83% | — | 35.85% |
Return on Invested Capital (Normalized) | 10.24% | 43.17% | 22.89% |
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1-Day Chart
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Morningstar Rating for Stocks
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United States