HPE

Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. The company offers general purpose servers for multi-workload computing and workload-optimized servers; HPE ProLiant rack and tower servers; HPE BladeSystem and HPE Synergy; and solutions for secondary workloads and traditional tape, storage networking, and disk products, such as HPE Modular Storage Arrays and HPE XP. It also offers HPE Apollo and Cray products; and HPE Superdome Flex, HPE Nonstop, HPE Integrity, and HPE Edgeline products. In addition, the company provides HPE Aruba product portfolio that includes wired and wireless local area network hardware products, such as Wi-Fi access points, switches, routers, and sensors; HPE Aruba software and services comprising cloud-based management, network management, network access control, analytics and assurance, and location; and professional and support services, as well as as-a-service and consumption models for the intelligent edge portfolio of products. Further, it offers various leasing, financing, IT consumption, and utility programs and asset management services for customers to facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. Additionally, the company invests in communications and media solutions. It has a partnership with Striim, Inc. to offer high performance and mission-critical solutions with real-time analytics. It serves commercial and large enterprise groups, such as business and public sector enterprises; and through various partners comprising resellers, distribution partners, original equipment manufacturers, independent software vendors, systems integrators, and advisory firms. Hewlett Packard Enterprise Company was founded in 1939 and is headquartered in Houston, Texas.

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Quantitative quality assessment for HPE

Growth

Efficiency

Moat

Valuation

Stock Analysis Template

1. Financial Health Check

Revenue: $30.13B
Net Income: $2.58B
Net Margin: 8.56%
Revenue Growth (3yr CAGR): N/A (Need historical data)
ROE (Return on Equity): N/A (Missing Equity)
ROIC (Return on Invested Capital): [ROIC (Return on Invested Capital)]
Debt/Equity: N/A (Missing Liabilities)
Free Cash Flow Yield: [Free Cash Flow Yield]
Free Cash Flow Trend: [Free Cash Flow Trend]

2. Financial Trends

Revenue vs Net Income

3. Historical Data

Year	Revenue	Net Income

Dell Technologies: Dell is a formidable competitor across multiple segments, including servers, storage, networking, and client solutions. Strengths: Dell benefits from a large installed base, a strong supply chain, and a diversified product portfolio. Their ability to bundle solutions across hardware, software, and services provides a compelling value proposition. Weaknesses: Dell's higher debt load and reliance on PC sales exposes them to cyclical downturns. Their consumption-based pricing model, while growing, may not be as deeply integrated as HPE GreenLake in certain enterprise segments.
IBM: IBM is a major player in hybrid cloud, consulting, and enterprise software. Strengths: IBM possesses a strong brand reputation, a global presence, and a deep portfolio of intellectual property. Their focus on high-value solutions and consulting services commands premium pricing. Weaknesses: IBM's historical challenges in adapting to new technology paradigms and its slower revenue growth compared to HPE are concerns. They also face challenges integrating their Red Hat acquisition into existing offerings and competing effectively with HPE's GreenLake in dedicated cloud deployments.
Cisco Systems: Cisco dominates the networking market and is expanding into adjacent areas such as servers and security. Strengths: Cisco has a dominant market share in networking, a strong brand, and a large installed base. Their focus on innovation and security makes them a key partner for enterprises. Weaknesses: Cisco's reliance on hardware sales exposes them to competition from software-defined networking solutions and cloud providers. They're aggressively moving into software and services, but face execution challenges in competing with more established players like HPE in those fields.
Cloud Service Providers (AWS, Microsoft Azure, Google Cloud Platform): While not direct competitors in hardware sales, cloud providers offer Infrastructure-as-a-Service (IaaS) and Platform-as-a-Service (PaaS) solutions that increasingly displace on-premises infrastructure. Strengths: Cloud providers offer scalability, flexibility, and cost savings, making them attractive alternatives for many workloads. Weaknesses: Cloud providers can be more expensive for steady-state workloads and present challenges for data sovereignty and security. The rise of hybrid cloud, where HPE GreenLake plays, provides a bridge but requires constant innovation to remain competitive.

2024	30.13B	2.58B	9.88B	4.34B
2023	29.11B	2.02B	9.92B	4.43B
2022	28.11B	868.00M	8.82B	4.59B
2021	27.86B	3.43B	9.10B	5.87B
2020	26.94B	-322.00M	8.05B	2.24B

HPE

Stock Analysis Template

Company Information

1. Financial Health Check

2. Financial Trends

3. Historical Data

4. Competitive Advantage (Moat)

5. Management Quality

6. Growth Prospects

7. Scuttlebutt & Soft Data

8. Valuation

9. Risks

10. Checklist

Risks and Competitive Landscape

HPE Valuation Model

HPE report

Hewlett Packard Enterprise Company (HPE)

HPE report