Hewlett Packard Enterprise vs Super Micro Computer
HPE and SMCI side by side, both in computer and office equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HPE and SMCI compare
Hewlett Packard Enterprise is the larger company, worth 3.4 times as much as Super Micro Computer ($73.1B against $21.6B).
On earnings, Super Micro Computer is cheaper: it trades at 10.1× trailing earnings, against 28.7× for Hewlett Packard Enterprise.
Super Micro Computer grew revenue faster over the last twelve months (77.8% versus 26.6% for Hewlett Packard Enterprise).
Hewlett Packard Enterprise keeps more of each dollar of sales as profit, with a net margin of 6.7% compared with 5.7% at Super Micro Computer.
Hewlett Packard Enterprise pays a dividend yielding 1.0%; Super Micro Computer does not pay one.
Super Micro Computer scores higher on the StockData Score (19 against 12 for Hewlett Packard Enterprise), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HPE | SMCI |
|---|---|---|
| Size and price | ||
| Market cap | $73.1B | $21.6B |
| Share price | $55.09 | $32.95 |
| Change, 1 year | 127% | −37.5% |
| Change, 5 years | 256% | 607% |
| Beta (5Y) | 1.27 | 2.07 |
| Employees | 67K | 7,000 |
| StockData Score | ||
| Total score | 12 | 19 (better) |
| Valuation score | 1 | 6 (better) |
| Growth score | 2 | 5 (better) |
| Performance score | 3 | 5 (better) |
| Health score | 3 | 3 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 28.7× | 10.1× (better) |
| P/S | 1.7× | 0.6× (better) |
| P/B | 2.8× | 1.5× (better) |
| EV/EBITDA | 14.3× | 5.0× (better) |
| P/FCF | 17.6× | – |
| PEG | – | 0.24 |
| FCF yield | 5.7% (better) | −32.2% |
| Fair value | $49.40 | $83.92 |
| Margin of safety | −11.5% | 60.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 26.6% | 77.8% (better) |
| Revenue growth, 5Y average | 4.9% | 61.5% (better) |
| Net income growth (TTM) | 124% (better) | 113% |
| EPS growth (TTM) | 137% (better) | 94.0% |
| EPS growth, 5Y average | – | 73.2% |
| Profitability | ||
| Gross margin | – | 10.8% |
| Operating margin | 6.2% | 7.1% (better) |
| Net margin | 6.7% (better) | 5.7% |
| FCF margin | 9.9% (better) | −17.8% |
| Return on equity | 11.0% | 21.5% (better) |
| Return on invested capital | 6.2% | 55.0% (better) |
| Financial health | ||
| Debt / equity | 0.76 | – |
| Net debt / EBITDA | 2.30 | – |
| Interest coverage | – | 14.2× |
| Current ratio | 1.11 | 3.87 (better) |
| Altman Z-score | 1.41 | 3.54 (better) |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.0% | – |
| Payout ratio | 26.5% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 7.6% | – |
| Buyback yield | 0.75% | – |
| Shareholder yield | 1.8% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 89.1% | 68.6% |
| Held by insiders | 0.52% | 22.7% |
| Insider net buying, 12 months | −$51.9M | −$18.9M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 3.8% | – |
Go deeper
- HPE stock overview
- HPE income statement
- HPE valuation and score
- SMCI stock overview
- SMCI income statement
- SMCI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.