Hewlett Packard Enterprise Co vs Vertiv Holdings Co — how do they compare? Hewlett Packard Enterprise Co trades at $46.91 (market cap $59.01B), while Vertiv Holdings Co trades at $304.85 (market cap $112.03B). The key difference: Vertiv Holdings Co 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 | VRT | |
|---|---|---|
Market Cap | $59.01B | $112.03B |
Sector | Technology | Technology |
52-Week High | $56.14 | $376.23 |
52-Week Low | $19.81 | $121.82 |
Enterprise Value | $74.96B | $112.80B |
Dividend Yield | 1.28% | 0.09% |
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.
Vertiv Holdings (VRT) trades at $291.67, up 0.73% with strong analyst support (94.7% buy ratings) and a $402.92 consensus price target. The stock shows bearish technical signals but maintains robust fundamentals with 14.37% net margins and consistent earnings beats. Recent news highlights AI infrastructure demand driving Vertiv's $15 billion backlog and expansion in Malaysia to support growth.
Outlook remains positive given AI-driven data center investments, though premium valuations (P/E 72.75) and technical weakness near support at $282 pose near-term risks. Earnings on July 29 will be critical for confirming growth trajectory amid competitive pressures.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →