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Guru Investment Theses on Hewlett-Packard Co

Bernard Horn Comments on Hewlett-Packard Co - Mar 16, 2015

Hewlett-Packard Co. (HPQ) was the sector’s top performer, after announcing plans to split into two publicly traded companies: one that will focus on enterprise technology, storage, service and cloud platforms and one that will focus on consumer-driven products and printers.

From Bernard Horn (Trades, Portfolio)’s Polaris Global Value Fund Q4 2014 Shareholder Letter.

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Dodge & Cox’s Stock Fund Comments on Hewlett-Packard Co - Feb 16, 2015

Hewlett-Packard (HPQ), a long-term holding in the Fund, is an example of how our patience, persistence, and ability to build conviction in the face of uncertainty have benefited recent performance (up 101% in 2013 and up 46% in 2014, and the largest contributor to Fund results in both years). We believe that Hewlett-Packard remains an attractive investment opportunity with strong business prospects given its large valuation discount to the overall market. As the world’s largest enterprise technology company, Hewlett-Packard has a strong, well- recognized brand and serves more than one billion end users in more than 170 countries. The company generates high, recurring free cash flow. Over our three- to five-year investment horizon, Hewlett-Packard is positioned to benefit from growth opportunities in the cloud, security, and converged network infrastructure markets. Furthermore, we believe that the competent management of the company’s operating businesses is underappreciated by the market. Current risks to the business include the possibility of expensive acquisitions, macroeconomic weakness, and competitive threats in PCs, services, and enterprise server/storage/networking. While these risks are significant, we believe that the valuation reflects an overly pessimistic outlook.



In October, the company announced plans to separate the business into two companies—Hewlett-Packard Enterprise and HP Inc.—and expects to complete the transaction by October 2015. Hewlett-Packard Enterprise will consist of technology infrastructure, software, and services, with a focus on growth opportunities from cloud, big data, security, and mobility. HP Inc. will consist of the personal computing and printing businesses, which generate strong cash flow; the new company intends to invest in innovative technologies, such as 3-D printing. We believe that the proposed deal could build long-term shareholder value. The announcement comes four years into Hewlett-Packard’s five-year turnaround strategy. Management believes that the separation will provide greater focus, flexibility, and management alignment for each new company. Additionally, we believe the proposed capital structures and capital allocation strategy would be better tailored for each company’s respective growth profile. On December 31, Hewlett-Packard was a 4.1% position in the Fund.



From Dodge & Cox’s Stock Fund Q4 2014 Shareholder Letter.



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Bernard Horn Comments on Hewlett-Packard Co - Oct 30, 2014

H-P (HPQ) posted solid quarter-end revenues on the back of broad-based PC revenue growth of 12% year-on-year and unit growth of 13%. The company generated strong free cash flow, of which half will be returned to shareholders

From Bernard Horn (Trades, Portfolio)’s Polaris Global Value Fund Q3 2014 Shareholder Letter.

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Top Ranked Articles about Hewlett-Packard Co

Bernard Horn Comments on Hewlett-Packard Co
Hewlett-Packard Co. (HPQ) was the sector’s top performer, after announcing plans to split into two publicly traded companies: one that will focus on enterprise technology, storage, service and cloud platforms and one that will focus on consumer-driven products and printers. Read more...
Dodge & Cox’s Stock Fund Comments on Hewlett-Packard Co
Hewlett-Packard (HPQ), a long-term holding in the Fund, is an example of how our patience, persistence, and ability to build conviction in the face of uncertainty have benefited recent performance (up 101% in 2013 and up 46% in 2014, and the largest contributor to Fund results in both years). We believe that Hewlett-Packard remains an attractive investment opportunity with strong business prospects given its large valuation discount to the overall market. As the world’s largest enterprise technology company, Hewlett-Packard has a strong, well- recognized brand and serves more than one billion end users in more than 170 countries. The company generates high, recurring free cash flow. Over our three- to five-year investment horizon, Hewlett-Packard is positioned to benefit from growth opportunities in the cloud, security, and converged network infrastructure markets. Furthermore, we believe that the competent management of the company’s operating businesses is underappreciated by the market. Current risks to the business include the possibility of expensive acquisitions, macroeconomic weakness, and competitive threats in PCs, services, Read more...
Bernard Horn Comments on Hewlett-Packard Co
H-P (HPQ) posted solid quarter-end revenues on the back of broad-based PC revenue growth of 12% year-on-year and unit growth of 13%. The company generated strong free cash flow, of which half will be returned to shareholders Read more...
Ray Dalio's Top 5 New Second Quarter Stocks
Ray Dalio (Trades, Portfolio) is founder of Bridgewater Associates, the largest hedge fund in the world with $150 billion in assets. His All Weather Fund returned 11.2% this year through July, according to Forbes, compared to the S&P’s 6% gain. This is a turn for the better, as the fund declined 4% in 2013 while the S&P rose by about 30%. Read more...
» More Articles for HPQ

Ratios

vs
industry
vs
history
P/E(ttm) 12.90
HPQ's P/E(ttm) is ranked higher than
86% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 37.30 vs. HPQ: 12.90 )
HPQ' s 10-Year P/E(ttm) Range
Min: 5.24   Max: 36.97
Current: 12.9

5.24
36.97
Forward P/E 8.56
HPQ's Forward P/E is ranked higher than
100% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 0.00 vs. HPQ: 8.56 )
N/A
PE(NRI) 12.90
HPQ's PE(NRI) is ranked higher than
87% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 38.30 vs. HPQ: 12.90 )
HPQ' s 10-Year PE(NRI) Range
Min: 5.24   Max: 37.13
Current: 12.9

5.24
37.13
P/B 2.31
HPQ's P/B is ranked higher than
53% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 1.93 vs. HPQ: 2.31 )
HPQ' s 10-Year P/B Range
Min: 0.96   Max: 3.53
Current: 2.31

0.96
3.53
P/S 0.58
HPQ's P/S is ranked higher than
100% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 1.09 vs. HPQ: 0.58 )
HPQ' s 10-Year P/S Range
Min: 0.2   Max: 1.38
Current: 0.58

0.2
1.38
PFCF 10.26
HPQ's PFCF is ranked higher than
89% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 231.50 vs. HPQ: 10.26 )
HPQ' s 10-Year PFCF Range
Min: 3.51   Max: 22.86
Current: 10.26

3.51
22.86
POCF 6.36
HPQ's POCF is ranked higher than
88% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 22.94 vs. HPQ: 6.36 )
HPQ' s 10-Year POCF Range
Min: 2.33   Max: 15.04
Current: 6.36

2.33
15.04
EV-to-EBIT 9.31
HPQ's EV-to-EBIT is ranked higher than
88% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 29.70 vs. HPQ: 9.31 )
HPQ' s 10-Year EV-to-EBIT Range
Min: -50.4   Max: 24.2
Current: 9.31

-50.4
24.2
Shiller P/E 21.17
HPQ's Shiller P/E is ranked higher than
92% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 0.00 vs. HPQ: 21.17 )
HPQ' s 10-Year Shiller P/E Range
Min: 6.08   Max: 46.81
Current: 21.17

6.08
46.81
Current Ratio 1.13
HPQ's Current Ratio is ranked lower than
64% of the 2906 Companies
in the Global Computer Systems industry.

( Industry Median: 1.89 vs. HPQ: 1.13 )
HPQ' s 10-Year Current Ratio Range
Min: 0.98   Max: 1.87
Current: 1.13

0.98
1.87
Quick Ratio 0.98
HPQ's Quick Ratio is ranked lower than
55% of the 2905 Companies
in the Global Computer Systems industry.

( Industry Median: 1.40 vs. HPQ: 0.98 )
HPQ' s 10-Year Quick Ratio Range
Min: 0.83   Max: 1.43
Current: 0.98

0.83
1.43
Days Inventory 27.12
HPQ's Days Inventory is ranked higher than
92% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 80.47 vs. HPQ: 27.12 )
HPQ' s 10-Year Days Inventory Range
Min: 23.95   Max: 97.96
Current: 27.12

23.95
97.96
Days Sales Outstanding 40.75
HPQ's Days Sales Outstanding is ranked higher than
90% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 84.62 vs. HPQ: 40.75 )
HPQ' s 10-Year Days Sales Outstanding Range
Min: 36.22   Max: 67.7
Current: 40.75

36.22
67.7

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.95
HPQ's Dividend Yield is ranked higher than
54% of the 1931 Companies
in the Global Computer Systems industry.

( Industry Median: 1.81 vs. HPQ: 1.95 )
HPQ' s 10-Year Dividend Yield Range
Min: 0.59   Max: 4.05
Current: 1.95

0.59
4.05
Dividend Payout 0.24
HPQ's Dividend Payout is ranked higher than
100% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 0.00 vs. HPQ: 0.24 )
HPQ' s 10-Year Dividend Payout Range
Min: 0.07   Max: 4
Current: 0.24

0.07
4
Dividend growth (3y) 15.10
HPQ's Dividend growth (3y) is ranked higher than
83% of the 1024 Companies
in the Global Computer Systems industry.

( Industry Median: 3.70 vs. HPQ: 15.10 )
HPQ' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 20.1
Current: 15.1

0
20.1
Yield on cost (5-Year) 3.94
HPQ's Yield on cost (5-Year) is ranked higher than
78% of the 1979 Companies
in the Global Computer Systems industry.

( Industry Median: 1.93 vs. HPQ: 3.94 )
HPQ' s 10-Year Yield on cost (5-Year) Range
Min: 1.22   Max: 8.4
Current: 3.94

1.22
8.4
Share Buyback Rate 3.50
HPQ's Share Buyback Rate is ranked higher than
94% of the 1638 Companies
in the Global Computer Systems industry.

( Industry Median: -1.10 vs. HPQ: 3.50 )
HPQ' s 10-Year Share Buyback Rate Range
Min: 6.8   Max: -15.7
Current: 3.5

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 0.63
HPQ's Price/DCF (Projected) is ranked higher than
95% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 0.00 vs. HPQ: 0.63 )
HPQ' s 10-Year Price/DCF (Projected) Range
Min: 0.24   Max: 3.38
Current: 0.63

0.24
3.38
Price/Median PS Value 0.75
HPQ's Price/Median PS Value is ranked higher than
95% of the 3176 Companies
in the Global Computer Systems industry.

( Industry Median: 1.30 vs. HPQ: 0.75 )
HPQ' s 10-Year Price/Median PS Value Range
Min: 0.29   Max: 3.12
Current: 0.75

0.29
3.12
Earnings Yield (Greenblatt) 10.70
HPQ's Earnings Yield (Greenblatt) is ranked higher than
86% of the 2876 Companies
in the Global Computer Systems industry.

( Industry Median: 4.30 vs. HPQ: 10.70 )
HPQ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.1   Max: 20.4
Current: 10.7

4.1
20.4
Forward Rate of Return (Yacktman) 5.29
HPQ's Forward Rate of Return (Yacktman) is ranked higher than
68% of the 1150 Companies
in the Global Computer Systems industry.

( Industry Median: 6.70 vs. HPQ: 5.29 )
HPQ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -9.2   Max: 41.9
Current: 5.29

-9.2
41.9

Business Description

Industry: Computer Hardware » Computer Systems
Compare:AAPL, DELL, LNVGY, NIPNF, SSYS » details
Traded in other countries:HWP.Germany, HPQB34.Brazil, HPQ.Mexico, HPQ.Argentina, HPQ.Chile, 0R3A.UK, HPQ.Switzerland,
Hewlett-Packard Company was incorporated in 1947 under the laws of the State of California as the successor to a partnership founded in 1939 by William R. Hewlett and David Packard. Effective in May 1998, it changed its state of incorporation from California to Delaware. The Company is a provider of products, technologies, software, solutions and services to individual consumers, small- and medium-sized businesses (SMBs) and large enterprises, including customers in the government, health and education sectors. The Company's offerings span multi-vendor customer services, including infrastructure technology and business process outsourcing, technology support and maintenance, application development and support services & consulting and integration services; enterprise information technology infrastructure, including enterprise storage and server technology, networking products and resources, and software that optimizes business technology investments, personal computing and other access devices and imaging and printing-related products and services. It has seven business segments for financial reporting purposes: Services, Enterprise Storage and Servers, HP Software, the Personal Systems Group (PSG), the Imaging and Printing Group (IPG), HP Financial Services (HPFS), and Corporate Investments. The HP Enterprise Business provides servers, storage, software and information technology (IT) services that enable enterprise and midmarket business customers to manage their current IT environments and transform IT into a business enabler. HP Software is a provider of enterprise and service-provider software and services. PSG is a provider of personal computers (PCs) in the world such as Commercial PCs, consumer PCs, workstations and handheld computing. IPG is the imaging and printing systems provider in the world for consumer and commercial printer hardware, printing supplies, printing media and scanning devices such as Laserjet, managed enterprise solutions, graphics solutions include large format printing, large format supplies, webpress supplies, Indigo printing, inkjet high speed production solutions. HPFS supports and enhances HP's product and service solutions, providing a broad range of value-added financial life-cycle management services. The group offers leasing, financing, utility programs and asset recovery services, as well as financial asset management services for large enterprise customers. Corporate Investments includes Hewlett-Packard Laboratories, also known as HP Labs, network infrastructure products, mobile devices associated with the Palm acquisition, and certain business incubation projects. Revenue in this segment is attributable to the sale of certain network infrastructure products, including Ethernet switch products that enhance computing and enterprise solutions under the ProCurve, 3Com and TippingPoint brands.The Company depends on third party suppliers. The distribution is organized by direct and channel. The
» More Articles for HPQ

Headlines

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Ride the Latest Technology Wave with Apple's Brand New Ultra-thin Macbook. Mar 12 2015 

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