HPGrab

HP vs Grab

HP Inc. vs Grab Holdings inc.: This page compares the business models, financial performance, and market context of HP Inc. and Grab Holdings inc., in a neutral, accessible way. It outlines how each c...

Why It's Moving

HP

HP shares react to fiscal‑2025 results and a $1B AI-driven cost plan as memory costs cloud 2026 outlook

  • Earnings and dividend: HP posted fiscal‑2025 revenue of $55.3 billion and delivered GAAP EPS of $2.65, while the board declared a $0.30 quarterly cash dividend payable in January, signaling free‑cash‑flow strength and capital allocation discipline.[1][4]
  • AI cost‑savings plan and charges: Management unveiled a fiscal‑2026 plan to accelerate AI in products and operations that it says will drive about $1 billion of gross run‑rate savings by FY2028, but expects roughly $650 million of restructuring and related charges (≈$250 million in FY2026), which front‑loads costs to enable longer‑term margin improvement.[1]
  • Memory supply and 2026 margin risk: Management and analysts flagged rising memory prices tied to AI infrastructure demand as a material headwind for fiscal‑2026 margins; HP is pursuing supplier diversification, price and configuration changes, and warned the second half of 2026 could be the most affected period, creating near‑term earnings uncertainty despite the company’s operational moves.[1][2]
Sentiment:
🌋Volatile
Grab

Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.

  • Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
  • Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
  • Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

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Planned Obsolescence

Planned Obsolescence

These companies have mastered the art of creating products designed for replacement. Our analysts have carefully selected businesses that benefit from predictable upgrade cycles, generating reliable revenue streams as consumers continually refresh their purchases.

Published: June 17, 2025

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Razor & Blade Cartel

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This carefully selected group of stocks represents companies that have mastered the art of customer lock-in. These businesses offer attractive initial products to secure customers, then generate predictable, high-margin revenue from necessary add-ons and consumables. Each company has been chosen by expert analysts for their successful execution of this powerful business strategy.

Published: June 17, 2025

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The Turnaround Artists

The Turnaround Artists

These companies are led by elite CEOs with impressive track records of rescuing struggling businesses. Our analysts have carefully selected these stocks based on leadership that has the potential to engineer dramatic corporate revivals and create significant investor value.

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Investment Analysis

HP

HP

HPQ

Pros

  • HP Inc. reported a 3% year-on-year increase in net revenue, reflecting sustained demand for its products.
  • The company maintains a healthy gross profit margin of over 21% and has consistently paid dividends for 55 consecutive years.
  • HP has successfully expanded its AI-powered product portfolio, which now accounts for a quarter of its offerings.

Considerations

  • HP Inc. has a negative return on equity, raising concerns about its efficiency in generating profits from shareholder capital.
  • The company's net margin is relatively low at around 4.8%, indicating potential pressure on profitability compared to peers.
  • HP reported a decline in earnings per share compared to the same quarter last year, suggesting challenges in maintaining earnings growth.
Grab

Grab

GRAB

Pros

  • Grab Holdings has demonstrated strong revenue growth and is on a path toward sustained profitability in Southeast Asia.
  • The company operates a dominant super-app ecosystem across mobility, delivery, and financial services in a high-growth region.
  • Grab's strategic monetization initiatives, including ad revenue in its delivery segment, offer potential for margin improvement.

Considerations

  • Grab Holdings trades at a very high price-to-earnings ratio, reflecting elevated valuation and potential downside risk.
  • The company does not currently pay dividends, limiting income appeal for investors seeking regular returns.
  • Grab's business is exposed to regulatory and competitive risks in multiple Southeast Asian markets, which could impact future growth.

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