HPE vs. ORCL
HPE (Hewlett Packard Enterprise Company) and ORCL (Oracle Corporation) are both stocks. Both are in the Technology sector — HPE in Communication Equipment, ORCL in Software - Infrastructure. Over the past 10 years, HPE returned 19.18%/yr vs 20.29%/yr for ORCL. At a 0.41 correlation, their price movements are largely independent.
Performance
HPE vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, HPE achieves a 106.15% return, which is significantly higher than ORCL's 10.30% return. Over the past 10 years, HPE has underperformed ORCL with an annualized return of 19.18%, while ORCL has yielded a comparatively higher 20.29% annualized return.
HPE
- 1D
- -8.36%
- 1M
- 62.00%
- YTD
- 106.15%
- 6M
- 113.51%
- 1Y
- 184.02%
- 3Y*
- 51.55%
- 5Y*
- 28.55%
- 10Y*
- 19.18%
ORCL
- 1D
- -9.59%
- 1M
- 10.13%
- YTD
- 10.30%
- 6M
- -1.19%
- 1Y
- 26.11%
- 3Y*
- 27.38%
- 5Y*
- 22.50%
- 10Y*
- 20.29%
HPE vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HPE Hewlett Packard Enterprise Company | 106.15% | 15.54% | 29.14% | 9.72% | 4.49% | 37.37% | -21.94% | 23.74% | -5.62% | 7.83% |
ORCL Oracle Corporation | 10.30% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between HPE and ORCL is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2015 | 0.41 |
Fundamentals
HPE:
$66.72B
ORCL:
$622.66B
HPE:
$1.10
ORCL:
$5.56
HPE:
44.81
ORCL:
38.43
HPE:
0.56
ORCL:
8.62
HPE:
1.73
ORCL:
9.72
HPE:
2.64
ORCL:
15.94
HPE:
$38.88B
ORCL:
$64.08B
HPE:
$5.56B
ORCL:
$58.10B
HPE:
$2.70B
ORCL:
$17.85B
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Return for Risk
HPE vs. ORCL — Risk / Return Rank
HPE
ORCL
HPE vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hewlett Packard Enterprise Company (HPE) and Oracle Corporation (ORCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HPE | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.41 | ||
| Sortino ratioReturn per unit of downside risk | +3.09 | ||
| Omega ratioGain probability vs. loss probability | 1.58 | 1.14 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 7.80 | 0.45 | +7.35 |
| Martin ratioReturn relative to average drawdown | 18.83 | 0.75 | +18.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HPE | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.81 | 0.40 | +3.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.54 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.58 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.49 | +0.03 |
Drawdowns
HPE vs. ORCL - Drawdown Comparison
The maximum HPE drawdown since its inception was -56.88%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for HPE and ORCL.
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Drawdown Indicators
| HPE | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -84.19% | +27.31% |
Max Drawdown (1Y)Largest decline over 1 year | -23.73% | -58.25% | +34.52% |
Max Drawdown (3Y)Largest decline over 3 years | -48.36% | -58.25% | +9.89% |
Max Drawdown (5Y)Largest decline over 5 years | -48.36% | -58.25% | +9.89% |
Max Drawdown (10Y)Largest decline over 10 years | -56.88% | -58.25% | +1.37% |
Current DrawdownCurrent decline from peak | -12.38% | -34.41% | +22.03% |
Average DrawdownAverage peak-to-trough decline | -14.43% | -29.10% | +14.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.82% | 34.97% | -25.15% |
Volatility
HPE vs. ORCL - Volatility Comparison
Hewlett Packard Enterprise Company (HPE) has a higher volatility of 28.38% compared to Oracle Corporation (ORCL) at 21.58%. This indicates that HPE's price experiences larger fluctuations and is considered to be riskier than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HPE | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.38% | 21.58% | +6.80% |
Volatility (6M)Calculated over the trailing 6-month period | 39.79% | 42.52% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.60% | 65.28% | -16.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.03% | 41.97% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.12% | 34.99% | +2.13% |
Dividends
HPE vs. ORCL - Dividend Comparison
HPE's dividend yield for the trailing twelve months is around 1.11%, more than ORCL's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HPE Hewlett Packard Enterprise Company | 1.11% | 2.22% | 2.44% | 2.89% | 3.01% | 3.04% | 4.05% | 2.88% | 3.12% | 70.62% | 0.99% | 0.36% |
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
HPE vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Hewlett Packard Enterprise Company and Oracle Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
HPE and ORCL have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HPE has higher volatility (28.38%) compared to ORCL (21.58%). In terms of maximum drawdown, HPE dropped -56.88% vs ORCL's -84.19%.
HPE currently has the higher Sharpe Ratio (3.81 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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