HPE vs NU

Comparison between Hewlett Packard Enterprise Company (HPE, Company) and Nu Holdings Ltd Class A (NU, Company).

HPE is from the Technology sector, while NU is from the Financial Services sector.

5-Year PerformanceHPE has outperformed NU, delivering a return of +32.3% compared to +6.9%

HPE vs NU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HPE(COMPANY)	NU(COMPANY)
Market Cap	$70B	$71B
Max Drawdown	68.40%	72.07%
Sharpe Ratio	2.10	0.49
5Y Beta	1.67	1.31
Industry	Communication Equipment	Banks - Regional
P/E Ratio	45.27	22.31
Forward P/E	12.29	19.92
PEG Ratio	9.75	0.47
Dividend Yield	1.04%	N/A
5Y Dividends CAGR	7.45%	N/A
5Y EPS CAGR	18.69%	N/A
Debt to Equity	81.00%	25.15%
Free Cash Flow Yield	9.03%	0.93%
P/S Ratio	1.82	9.21
P/B Ratio	2.51	5.50

Market Cap

HPE

$70B

Winner

$71B

Max Drawdown

Winner

HPE

68.40%

72.07%

Sharpe Ratio

Winner

HPE

2.10

0.49

5Y Beta

HPE

1.67

Winner

1.31

Industry

HPE

Communication Equipment

Banks - Regional

P/E Ratio

HPE

45.27

Winner

22.31

Forward P/E

Winner

HPE

12.29

19.92

PEG Ratio

HPE

9.75

Winner

0.47

Dividend Yield

HPE

1.04%

N/A

5Y Dividends CAGR

HPE

7.45%

N/A

5Y EPS CAGR

HPE

18.69%

N/A

Debt to Equity

HPE

81.00%

Winner

25.15%

Free Cash Flow Yield

Winner

HPE

9.03%

0.93%

P/S Ratio

Winner

HPE

1.82

9.21

P/B Ratio

Winner

HPE

2.51

5.50

HPE vs NU - Historical Returns

Returns include dividend reinvestment.

Period	HPE	NU
1 month	+21.51%	+0.43%
3 months	+73.15%	-2.49%
6 months	+124.05%	-18.85%
1 year	+165.68%	+15.55%
5 years(CAGR)	+32.32%	+6.94%
10 years(CAGR)	+18.35%	N/A
Max(CAGR)	+20.07%	+6.94%

Winner

HPE

+21.51%

+0.43%

Winner

HPE

+73.15%

-2.49%

Winner

HPE

+124.05%

-18.85%

Winner

HPE

+165.68%

+15.55%

5Y(CAGR)

Winner

HPE

+32.32%

+6.94%

10Y(CAGR)

HPE

+18.35%

N/A

Max(CAGR)

Winner

HPE

+20.07%

+6.94%

HPE vs NU - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HPE	NU
2026	+118.86%	-17.04%
2025	+14.86%	+57.48%
2024	+29.45%	+27.43%
2023	+9.00%	+133.99%
2022	+2.10%	-59.22%
2021	+40.71%	-9.20%
2020	-23.44%	N/A
2019	+21.44%	N/A
2018	-7.25%	N/A
2017	+7.52%	N/A
2016	+54.71%	N/A
2015	-7.83%	N/A

HPE vs NU Drawdown Comparison

The maximum drawdown for HPE was -56.91%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current HPE drawdown is -6.35%. The current NU drawdown is -24.73%.

Rank	HPE	NU
#1	-56.91% Mar 6, 2018 - Jan 7, 2022	-72.07% Dec 10, 2021 - Mar 20, 2024
#2	-48.36% Jan 22, 2025 - Sep 10, 2025	-39.58% Nov 11, 2024 - Sep 15, 2025
#3	-30.59% Mar 29, 2022 - Jun 15, 2023	-38.17% Jan 28, 2026 - Jun 8, 2026
#4	-28.81% Oct 23, 2015 - Mar 16, 2016	-21.13% Jul 16, 2024 - Aug 15, 2024
#5	-26.36% Jun 2, 2026 - Jul 2, 2026	-14.45% Mar 22, 2024 - Jun 25, 2024
#6	-26.28% Jun 18, 2024 - Nov 8, 2024	-13.47% Sep 17, 2024 - Oct 28, 2024
#7	-23.73% Oct 9, 2025 - Apr 17, 2026	-10.14% Dec 4, 2025 - Jan 5, 2026
#8	-16.52% Aug 8, 2023 - Mar 5, 2024	-9.63% Sep 22, 2025 - Nov 11, 2025
#9	-14.84% Apr 1, 2016 - May 31, 2016	-8.84% Oct 30, 2024 - Nov 11, 2024
#10	-14.03% Dec 6, 2024 - Jan 22, 2025	-8.48% Aug 30, 2024 - Sep 17, 2024
#11	-13.43% May 16, 2017 - Sep 26, 2017	-7.69% Jan 5, 2026 - Jan 22, 2026
#12	-12.96% Jun 21, 2016 - Jul 14, 2016	-6.53% Nov 11, 2025 - Nov 25, 2025
#13	-12.64% Feb 16, 2022 - Mar 25, 2022	-4.41% Jun 27, 2024 - Jul 9, 2024
#14	-12.49% Oct 2, 2017 - Dec 18, 2017	-3.20% Aug 27, 2024 - Aug 30, 2024
#15	-11.76% Mar 6, 2024 - Jun 5, 2024	-1.66% Aug 19, 2024 - Aug 26, 2024