Hewlett Packard Enterprise Co vs McKesson Corporation — how do they compare? Hewlett Packard Enterprise Co trades at $46.9 (market cap $59.01B), while McKesson Corporation trades at $823.86 (market cap $97.35B). The key difference: McKesson Corporation is the larger of the two by market cap, and Hewlett Packard Enterprise Co pays the higher dividend (1.28%). Which is the better fit depends on your goals.
| HPE | MCK | |
|---|---|---|
Market Cap | $59.01B | $97.35B |
Sector | Technology | Health |
52-Week High | $56.14 | $995.69 |
52-Week Low | $19.81 | $659.01 |
Enterprise Value | $74.96B | $101.98B |
Dividend Yield | 1.28% | 0.39% |
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.
McKesson Corporation (MCK) trades at $831.60, down 1.16% on the day, with a bullish technical signal and positive earnings momentum after beating estimates for three consecutive quarters. The stock shows strong analyst support with an 80% buy rating and a consensus price target of $932.83, implying potential upside. Revenue growth is robust, reaching $359.05 billion in 2025, though net margins remain thin at 1.18%. Cash flow from operations improved to $6.09 billion in 2025, supporting financial stability.
The outlook for MCK is positive, driven by earnings beats, analyst optimism, and solid cash generation. Key opportunities include growth in specialty pharma and oncology services. Risks involve policy uncertainties, competitive pressures, and execution challenges. The stock's current price near key support at $829 suggests a critical level for near-term direction.
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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 →McKesson is a leading wholesaler of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and Cardinal Health, the three account for well over 90% of the U.S. pharmaceutical wholesale industry. McKesson is currently divesting from its pharmaceutical wholesale and distribution in Europe and Canada in order to redeploy capital to strategic growth areas in the U.S. (oncology network and ecosystem, and biopharma services). Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.
Read more on MCK →