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Hewlett Packard Enterprise Company (HPE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US42824C1099

CUSIP

42824C109

Sector

Technology

IPO Date

Oct 19, 2015

Highlights

Market Cap

$28.34B

EPS (TTM)

$1.93

PE Ratio

11.32

PEG Ratio

3.79

Total Revenue (TTM)

$30.08B

Gross Profit (TTM)

$15.55B

EBITDA (TTM)

$4.31B

Year Range

$14.17 - $24.24

Target Price

$23.97

Short %

2.96%

Short Ratio

3.00

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HPE vs. SMCI HPE vs. JNPR HPE vs. CSCO HPE vs. EXTR HPE vs. M HPE vs. NTGR HPE vs. ^GSPC HPE vs. SPY HPE vs. VOO HPE vs. ORCL
Popular comparisons:
HPE vs. SMCI HPE vs. JNPR HPE vs. CSCO HPE vs. EXTR HPE vs. M HPE vs. NTGR HPE vs. ^GSPC HPE vs. SPY HPE vs. VOO HPE vs. ORCL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hewlett Packard Enterprise Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


120.00%140.00%160.00%180.00%200.00%220.00%JulyAugustSeptemberOctoberNovemberDecember
190.68%
191.63%
HPE (Hewlett Packard Enterprise Company)
Benchmark (^GSPC)

Returns By Period

Hewlett Packard Enterprise Company had a return of 30.71% year-to-date (YTD) and 30.56% in the last 12 months.


HPE

YTD

30.71%

1M

2.67%

6M

4.69%

1Y

30.56%

5Y*

10.37%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of HPE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.95%-0.39%17.27%-4.12%3.82%20.67%-5.95%-2.71%6.38%-4.74%8.88%30.71%
20231.07%-3.22%2.94%-10.11%0.70%17.35%3.45%-2.24%2.96%-11.46%9.95%1.20%9.72%
20223.55%-2.51%5.74%-7.78%1.23%-14.30%7.39%-4.49%-11.11%19.11%17.59%-4.18%4.49%
20214.13%17.99%8.99%1.78%-0.37%-7.94%-0.55%6.62%-7.07%2.81%-2.05%10.75%37.37%
2020-12.17%-8.18%-23.25%3.60%-3.48%1.25%1.44%-2.03%-1.85%-7.79%27.78%8.41%-21.92%
201918.02%5.07%-5.13%2.46%-13.22%9.84%-3.88%-3.83%10.60%8.17%-3.53%0.95%23.75%
201814.21%13.35%-5.28%-2.79%-10.62%-3.45%5.68%7.06%-0.65%-6.50%-1.64%-11.24%-5.61%
2017-1.99%0.62%4.16%4.93%0.97%-11.46%5.55%3.14%5.52%-5.37%0.22%3.47%8.60%
2016-9.47%-3.56%34.09%-6.03%10.87%-0.79%15.05%2.19%5.91%-0.57%5.92%-2.51%54.68%
2015-11.06%0.95%2.66%-7.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, HPE is among the top 24% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HPE is 7676
Overall Rank
The Sharpe Ratio Rank of HPE is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of HPE is 7272
Sortino Ratio Rank
The Omega Ratio Rank of HPE is 7171
Omega Ratio Rank
The Calmar Ratio Rank of HPE is 8484
Calmar Ratio Rank
The Martin Ratio Rank of HPE is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Hewlett Packard Enterprise Company (HPE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HPE, currently valued at 0.85, compared to the broader market-4.00-2.000.002.000.852.10
The chart of Sortino ratio for HPE, currently valued at 1.41, compared to the broader market-4.00-2.000.002.004.001.412.80
The chart of Omega ratio for HPE, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.39
The chart of Calmar ratio for HPE, currently valued at 1.24, compared to the broader market0.002.004.006.001.243.09
The chart of Martin ratio for HPE, currently valued at 3.32, compared to the broader market-5.000.005.0010.0015.0020.0025.003.3213.49
HPE
^GSPC

The current Hewlett Packard Enterprise Company Sharpe ratio is 0.85. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Hewlett Packard Enterprise Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.85
2.10
HPE (Hewlett Packard Enterprise Company)
Benchmark (^GSPC)

Dividends

Dividend History

Hewlett Packard Enterprise Company provided a 2.41% dividend yield over the last twelve months, with an annual payout of $0.52 per share. The company has been increasing its dividends for 8 consecutive years.


0.00%1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.40$0.50201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$0.52$0.49$0.48$0.48$0.48$0.46$0.41$0.23$0.19$0.03

Dividend yield

2.41%2.89%3.01%3.04%4.05%2.89%3.13%1.59%1.40%0.36%

Monthly Dividends

The table displays the monthly dividend distributions for Hewlett Packard Enterprise Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.52
2023$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.49
2022$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.48
2021$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.48
2020$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.48
2019$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.12$0.46
2018$0.00$0.00$0.08$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.41
2017$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.00$0.08$0.23
2016$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.00$0.09$0.00$0.04$0.19
2015$0.03$0.03

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.4%
Hewlett Packard Enterprise Company has a dividend yield of 2.41%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%26.3%
Hewlett Packard Enterprise Company has a payout ratio of 26.26%, which is quite average when compared to the overall market. This suggests that Hewlett Packard Enterprise Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.21%
-2.62%
HPE (Hewlett Packard Enterprise Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hewlett Packard Enterprise Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hewlett Packard Enterprise Company was 56.87%, occurring on Mar 23, 2020. Recovery took 454 trading sessions.

The current Hewlett Packard Enterprise Company drawdown is 9.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.87%Mar 7, 2018515Mar 23, 2020454Jan 7, 2022969
-30.59%Mar 30, 2022128Sep 30, 2022177Jun 15, 2023305
-28.8%Oct 26, 201559Jan 20, 201639Mar 16, 201698
-26.28%Jun 20, 202457Sep 10, 202443Nov 8, 2024100
-16.53%Aug 9, 2023140Feb 28, 20244Mar 5, 2024144

Volatility

Volatility Chart

The current Hewlett Packard Enterprise Company volatility is 15.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
15.88%
3.79%
HPE (Hewlett Packard Enterprise Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hewlett Packard Enterprise Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Hewlett Packard Enterprise Company compared to its peers in the Communication Equipment industry.


PE Ratio
100.0200.0300.0400.011.3
The chart displays the price to earnings (P/E) ratio for HPE in comparison to other companies of the Communication Equipment industry. Currently, HPE has a PE value of 11.3. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
0.010.020.030.040.050.03.8
The chart displays the price to earnings to growth (PEG) ratio for HPE in comparison to other companies of the Communication Equipment industry. Currently, HPE has a PEG value of 3.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hewlett Packard Enterprise Company.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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