Hewlett Packard Enterprise Co vs Nokia Corp ADR

Hewlett Packard Enterprise Co (HPE) is overvalued and Nokia Corp ADR (NOK) is overvalued.

Both trade above our estimate of their intrinsic value. NOK is the closer of the two: -152%, against -5467% for HPE.

Values as of the 22 Sept 2026 close.

Hewlett Packard Enterprise Co (HPE)

Its through-the-cycle earnings (4.2% median margin), capitalised at 10.4% with no growth, values the shares at $1.10; the price of $61.03 is 5467% above that value.

Leak Score 33/100 on 10 of 12 signals

Nokia Corp ADR (NOK)

Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $4.30; the price of $10.82 is 152% above that value, and 71% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

MetricHPENOK
VerdictOvervaluedOvervalued
Price$61.03$10.82
Intrinsic value$1.10$4.30
Margin of safety-5467%-152%
Leak Score33/100 (10/12)27/100 (3/12)
Market cap$81.0B$60.6B
Revenue growth, 5 years5.0%-2.1%
Operating margin8.0%11.1%
Net margin6.4%3.4%
Return on equity11.0%3.5%
Debt to equity0.760.16
P/E31.8x74.7x
Forward P/E13.3x23.3x
P/B3.1x2.5x
Dividend yield0.9%1.6%

All stocks in Communication Equipment