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HPQ Stock Analysis — HP Inc.

Sector: Tech hardware

AI Verdict

HPQ trades at 7.1x next year's earnings while analysts expect nearly 15% EPS growth—this is cheap for the growth on offer, but the lack of AI or software moat means the low valuation reflects real competitive fragility.

Competitive Moat

HP Inc. dominates the global PC and printer markets through massive scale, entrenched distribution, and recurring revenue from printer supplies. Its moat is defensible mainly due to its supply chain leverage and sticky enterprise contracts, but it lacks proprietary AI or software lock-in.

Summary

HPQ trades at just 7.1x forward earnings with analysts expecting a 14.8% EPS bump, making it a value outlier in tech hardware.

Where It Stands

HPQ is down -23.32% over the past year, with an RSI of 54.6 indicating neutral momentum, and trades at a 7.1x forward P/E versus the sector median of 25x.

Key Metrics

Analyst Consensus

3 Buy · 12 Hold · 11 Sell (26 analysts)

Bull Case

With a forward P/E of 7.1x and 14.8% expected EPS growth, HPQ is priced cheaply relative to both its own growth and the tech hardware sector.

Bear Case

If HPQ's P/E were to re-rate down to 6x (closer to deep value territory), the stock could lose another 15% from here even before considering business risk.

Catalyst to Watch

Watch for quarterly earnings surprises or major PC market share shifts, as either could quickly alter the growth and value narrative.

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