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Also traded in: Germany, Mexico

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

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GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

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» HPE's 10-Y Financials

Financials (Next Earnings Date: 2017-02-23)


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

HPE Guru Trades in Q1 2016

Mario Gabelli 344,189 sh (New)
Pioneer Investments 1,042,614 sh (New)
Louis Moore Bacon 263,700 sh (New)
Steven Cohen 382,900 sh (New)
Joel Greenblatt 1,584,045 sh (+365.52%)
Paul Tudor Jones 207,998 sh (+256.22%)
Keeley Asset Management Corp 160,950 sh (+20.39%)
PRIMECAP Management 56,167,415 sh (+10.71%)
Dodge & Cox 224,069,718 sh (+3.01%)
Richard Pzena 20,837,525 sh (+2.54%)
Chris Davis 284,802 sh (+0.91%)
Yacktman Fund 2,500,000 sh (unchged)
First Eagle Investment 9,535,795 sh (unchged)
Jeff Auxier 15,904 sh (unchged)
Bernard Horn 125,100 sh (unchged)
David Tepper Sold Out
Paul Singer Sold Out
George Soros Sold Out
Donald Yacktman 2,801,556 sh (-0.03%)
Charles de Vaulx 1,517,668 sh (-23.67%)
Jeremy Grantham 12,895 sh (-25.01%)
HOTCHKIS & WILEY 24,928,986 sh (-27.30%)
Manning & Napier Advisors, Inc 138,038 sh (-29.14%)
Richard Snow 681,544 sh (-31.83%)
Ken Fisher 10,327 sh (-71.62%)
David Dreman 10,566 sh (-85.19%)
» More
Q2 2016

HPE Guru Trades in Q2 2016

Jim Simons 916,500 sh (New)
Jana Partners 4,057,209 sh (New)
Paul Tudor Jones 527,395 sh (+153.56%)
Pioneer Investments 1,621,471 sh (+55.52%)
Joel Greenblatt 2,285,232 sh (+44.27%)
Louis Moore Bacon 320,690 sh (+21.61%)
Ken Fisher 11,213 sh (+8.58%)
HOTCHKIS & WILEY 27,055,545 sh (+8.53%)
Steven Cohen 408,200 sh (+6.61%)
Donald Yacktman 2,836,380 sh (+1.24%)
David Dreman 10,600 sh (+0.32%)
Yacktman Fund 2,500,000 sh (unchged)
Jeremy Grantham 12,895 sh (unchged)
Bernard Horn 125,100 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Richard Pzena 20,764,556 sh (-0.35%)
Jeff Auxier 15,804 sh (-0.63%)
PRIMECAP Management 55,810,605 sh (-0.64%)
Dodge & Cox 216,321,878 sh (-3.46%)
Keeley Asset Management Corp 153,901 sh (-4.38%)
Mario Gabelli 326,089 sh (-5.26%)
Richard Snow 611,354 sh (-10.30%)
First Eagle Investment 7,590,540 sh (-20.40%)
Charles de Vaulx 449,867 sh (-70.36%)
Chris Davis 20,830 sh (-92.69%)
» More
Q3 2016

HPE Guru Trades in Q3 2016

Manning & Napier Advisors, Inc 9,911 sh (New)
Larry Robbins 3,013,739 sh (New)
George Soros 1,302,647 sh (New)
John Paulson 5,963,100 sh (New)
Caxton Associates 195,200 sh (New)
Joel Greenblatt 5,206,850 sh (+127.85%)
Jana Partners 6,822,274 sh (+68.15%)
Paul Tudor Jones 848,866 sh (+60.95%)
Louis Moore Bacon 400,000 sh (+24.73%)
Mario Gabelli 333,339 sh (+2.22%)
PRIMECAP Management 56,061,655 sh (+0.45%)
David Dreman 10,600 sh (unchged)
Chris Davis 20,830 sh (unchged)
Jeff Auxier 15,804 sh (unchged)
Jim Simons Sold Out
Steven Cohen Sold Out
Dodge & Cox 211,469,572 sh (-2.24%)
Keeley Asset Management Corp 150,401 sh (-2.27%)
Charles de Vaulx 424,081 sh (-5.73%)
Richard Pzena 18,885,018 sh (-9.05%)
Ken Fisher 9,835 sh (-12.29%)
Richard Snow 519,694 sh (-14.99%)
Pioneer Investments 1,317,374 sh (-18.75%)
Donald Yacktman 2,287,470 sh (-19.35%)
Yacktman Fund 2,000,000 sh (-20.00%)
First Eagle Investment 5,621,175 sh (-25.94%)
Jeremy Grantham 9,300 sh (-27.88%)
HOTCHKIS & WILEY 19,281,254 sh (-28.73%)
Bernard Horn 80,500 sh (-35.65%)
» More
Q4 2016

HPE Guru Trades in Q4 2016

Jim Simons 2,000,200 sh (New)
David Dreman 34,858 sh (+228.85%)
HOTCHKIS & WILEY 37,399,100 sh (+93.97%)
Mario Gabelli 344,639 sh (+3.39%)
Ken Fisher 9,993 sh (+1.61%)
Yacktman Fund 2,000,000 sh (unchged)
Manning & Napier Advisors, Inc 9,911 sh (unchged)
Chris Davis 20,830 sh (unchged)
Jeremy Grantham 9,300 sh (unchged)
Jana Partners Sold Out
Larry Robbins Sold Out
PRIMECAP Management 56,003,148 sh (-0.10%)
Dodge & Cox 208,854,672 sh (-1.24%)
Donald Yacktman 2,240,912 sh (-2.04%)
Richard Pzena 17,218,172 sh (-8.83%)
George Soros 1,068,241 sh (-17.99%)
Richard Snow 424,524 sh (-18.31%)
Keeley Asset Management Corp 106,502 sh (-29.19%)
Pioneer Investments 913,069 sh (-30.69%)
John Paulson 2,976,400 sh (-50.09%)
First Eagle Investment 2,434,490 sh (-56.69%)
Joel Greenblatt 1,638,726 sh (-68.53%)
Caxton Associates 50,000 sh (-74.39%)
Paul Tudor Jones 107,646 sh (-87.32%)
» More
» Details

Insider Trades

Latest Guru Trades with HPE

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Business Description

Industry: Communication Equipment » Communication Equipment    NAICS: 334290    SIC: 3669
Compare:OTCPK:NOKBF, NAS:ERIC, OTCPK:AACAF, NYSE:HRS, NYSE:MSI, NYSE:JNPR, NAS:COMM, NYSE:ZAYO, OTCPK:ZTCOF, NAS:ARRS, OTCPK:PRYMY, NAS:SATS, OTCPK:ETCMY, NAS:UBNT, NAS:BBRY, NAS:VSAT, NAS:FNSR, NYSE:CIEN, NAS:LITE, OTCPK:FXCNY » details
Traded in other countries:2HP.Germany, HPE.Mexico,
Hewlett Packard Enterprise Co provides servers, storage, networking and technology services. The Company's business segments are Enterprise Group, Software, Enterprise Services, Financial Services, and Corporate Investments.

Hewlett Packard Enterprise Co was incorporated on 25, February 2015. The Comapny provides servers, storage, networking and technology services. The Company's business segments are Enterprise Group, Software, Enterprise Services, Financial Services, and Corporate Investments. The Enterprise Group provides customers with the cutting-edge technology infrastructure, needed to optimize traditional IT while building a secure, cloud-enabled and mobile-ready future. The Software allows its customers to automate IT operations to simplify, accelerate and secure business processes and drives the analytic that turn raw data into actionable knowledge. The Enterprise Services brings all of its solutions together through its consulting and support professionals to deliver results for its customers. The Financial Services enables flexible IT consumption models, financial architectures and customized investment solutions for its customers. The Corporate Investments includes Hewlett Packard Labs and certain business incubation projects, among others. The Company's competitors include International Business Machines Corporation (IBM), Dell Technologies Inc. (Dell), EMC Corporation (EMC), Cisco Systems, Inc. (Cisco), Lenovo Group Ltd., Oracle Corporation (Oracle), Fujitsu Limited (Fujitsu), Inspur Co., Ltd., Huawei Technologies Co. Ltd., NetApp, Inc., Hitachi Ltd., Juniper Networks, Inc., Arista Networks, Inc., Extreme Networks, Inc., Brocade Communications Systems, Inc., VMware, Microsoft, IBM, CA Technologies, Inc., VMware, BMC Software, Inc, IBM Global Services, Computer Sciences Corporation, Accenture plc, Fujitsu, Wipro Limited, Infosys Limited and Tata Consultancy Services Ltd. The Company's operations are subject to regulation under various federal, state, local and foreign laws concerning the environment, including laws addressing the discharge of pollutants into the air and water, the management and disposal of hazardous substances and wastes, and the clean-up of contaminated sites.

Guru Investment Theses on Hewlett Packard Enterprise Co

Dodge & Cox Comments on Hewlett Packard Enterprise - Feb 02, 2016

After providing strong returns in 2013 and 2014, Hewlett-Packard was the Fund’s largest detractor from results during 2015. Hewlett-Packard recently split into two entities—Hewlett Packard Enterprise (NYSE:HPE) and HP Inc. (NYSE:HPQ)—which should result in greater focus and flexibility for each company to achieve its strategic goals. To assess secular challenges and evaluate the risks and opportunities of each stand-alone business, we met numerous times with their management teams and competitors and spoke with industry consultants. As a result, we added to the Fund’s positions in both companies. On December 31, Hewlett Packard Enterprise was a 2.5% position and HP Inc. was a 1.8% position in the Fund.



Hewlett Packard Enterprise, one of the largest vendors in information technology (IT), consists of the enterprise technology infrastructure, software, and services segments of the old Hewlett-Packard. We acknowledge the company faces headwinds: the shift to the cloud has negatively impacted all on-premise IT vendors, continued public cloud adoption will likely erode the company’s market share, and competition is keen. Despite these risks, we believe Hewlett Packard Enterprise is an attractive investment due to its strong market positions across its portfolio (e.g., top provider of servers, number two position in IT services), scale advantages, and opportunities to improve its margin structure. Meg Whitman—the CEO of Hewlett Packard Enterprise—has overseen sound acquisitions (e.g., 3Par), new product launches, and cost reduction programs during her tenures at Hewlett-Packard and eBay. Management is actively cutting costs and retooling its product and service offerings to improve the company’s competitiveness. Margins in the Enterprise Services segment should expand as the company optimizes its contract mix and delivery models. The company trades at a compelling valuation (eight times forward estimated earnings), which is among the lowest in the S&P 500.



From Dodge & Cox Stock Fund annual commentary for 2015.



Check out Dodge & Cox latest stock trades

Top Ranked Articles about Hewlett Packard Enterprise Co

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Dodge & Cox Trims Hewlett Packard Enterprise Stake Company's market price has soared by 38% since the 4th quarter of 2015
Dodge & Cox, a firm that invests primarily in a diversified portfolio of equity securities, trimmed its stake in Hewlett Packard Enterprise (NYSE:HPE) by 7,747,840 shares for an average price of $17.51 per share during the second quarter. Read more...
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Ratios

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Dividend & Buy Back

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Dividend Yield 0.95
HPE's Dividend Yield is ranked lower than
84% of the 388 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.46 vs. HPE: 0.95 )
Ranked among companies with meaningful Dividend Yield only.
HPE' s Dividend Yield Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.95
Current: 0.95
0
0.95
Dividend Payout 0.12
HPE's Dividend Payout is ranked higher than
96% of the 208 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.44 vs. HPE: 0.12 )
Ranked among companies with meaningful Dividend Payout only.
HPE' s Dividend Payout Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.12
Current: 0.12
0
0.12
Forward Dividend Yield 0.98
HPE's Forward Dividend Yield is ranked lower than
84% of the 366 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.60 vs. HPE: 0.98 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 0.95
HPE's Yield on cost (5-Year) is ranked lower than
81% of the 519 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.52 vs. HPE: 0.95 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
HPE' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.95
Current: 0.95
0
0.95

Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $50,123
EPS (TTM) $ 1.83
Short Percentage of Float1.85%
52-Week Range $12.37 - 24.79
Shares Outstanding (Mil)1,664.82

Analyst Estimate

Oct17 Oct18 Oct19
Revenue (Mil $) 46,241 45,802 44,348
EPS ($) 1.82 1.97 2.08
EPS w/o NRI ($) 1.82 1.97 2.08
EPS Growth Rate
(3Y to 5Y Estimate)
-1.55%
Dividends Per Share ($) 0.25 0.25 0.26
» More Articles for HPE

Headlines

Articles On GuruFocus.com
Dodge & Cox's Stock Fund 4th Quarter Commentary Jan 16 2017 
John Paulson's Largest 3rd Quarter Trades Dec 01 2016 
First Eagle Fund of America 3rd Quarter Commentary Oct 28 2016 
Cisco Has Massive Upside Potential Sep 26 2016 
Dodge & Cox Trims Hewlett Packard Enterprise Stake Sep 20 2016 
Several Companies Reach 52-Week Highs Sep 20 2016 
Microsoft Starts Cherry-Picking Premium Clients From Competitors Sep 13 2016 
Hewlett Packard Enterprises Misses Revenue Estimate, Announces Buyout Sep 12 2016 
HP Inc. Beats Earnings Estimates Aug 28 2016 
Donald Yacktman Adds to 3, Reduces 3 in 2nd Quarter Aug 11 2016 

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Hewlett Packard Enterprise (HPE): What's Up for Q1 Earnings? Feb 20 2017
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Are Hewlett Packard Enterprise's Pending Earnings A Non-Catalyst? Feb 19 2017
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NetApp (NTAP) Q3 Earnings & Revenues Beat; Increase Y/Y Feb 16 2017
DXC Technology Revealed as Name for Combined CSC and HPE Enterprise Services Business Following... Feb 15 2017
Hewlett-Packard Enterprise’s Agenda for 2017 Feb 15 2017
Hewlett Packard (HPE) Introduces Data-centric IoT Security Feb 15 2017
HPE Announces Data-Centric IoT Security Offering Feb 14 2017

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