Hewlett Packard Enterprise Co vs Illumina, Inc. — how do they compare? Hewlett Packard Enterprise Co trades at $45.59 (market cap $59.01B), while Illumina, Inc. trades at $180.13 (market cap $27.94B). The key difference: Hewlett Packard Enterprise Co is far larger — about 2.1× Illumina, Inc.'s market cap, and Hewlett Packard Enterprise Co pays a 1.28% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| HPE | ILMN | |
|---|---|---|
Market Cap | $59.01B | $27.94B |
Sector | Technology | Health |
52-Week High | $56.14 | $194.33 |
52-Week Low | $19.81 | $91.00 |
Enterprise Value | $74.96B | $29.33B |
Dividend Yield | 1.28% | — |
Signals from Pluang's Aura AI — not financial advice
HPE trades at $44.95, down 1.9% today, with a bearish technical signal despite recent earnings beats. The stock shows strong AI infrastructure momentum with a record $6.3 billion backlog, though 2025 net income declined sharply to $57 million. Valuation metrics include a P/E of 42.8 and P/S of 1.6, while analyst consensus favors a Buy rating with a $69.69 price target representing 55% upside potential.
HPE's transformation into an AI infrastructure leader presents significant growth opportunity, supported by strong enterprise demand and improving cash flow projections. Key risks include competitive pressure in AI hardware, execution challenges with Juniper integration, and volatile cash flow patterns. The current valuation appears reasonable given AI growth prospects despite near-term profitability concerns.
Illumina (ILMN) trades at $185.36, down 0.69% on the day, with a bullish technical signal from moving averages. The stock shows strong profitability with a 19.42% net income margin and has beaten EPS estimates for three consecutive quarters. Recent news highlights expansion of the Billion Cell Atlas program and upcoming Q2 2026 earnings on July 30.
Outlook remains positive with 51% analyst buy ratings, though the current price exceeds the $178 consensus target. Key risks include competitive pressure from Roche's new sequencer and China market weakness. Earnings growth and cost control initiatives support upside potential, but valuation multiples suggest limited near-term appreciation.
Trailing returns across standard periods
Latest headlines on both assets
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →