Live Report · Updated January 26, 2026

FIS vs Hewlett Packard Enterprise

This page compares FIS and Hewlett Packard Enterprise, examining their business models, financial performance, and market context to help readers understand how each organisation operates in the tech and financial services landscapes. The content is neutral and accessible, highlighting similarities and differences without guidance or endorsement. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

FIS

Metric

HPE

$31.33B

Market Cap

$28.09B

36.46%

Potential Profit

20.77%

Buy

Analyst Rating

Buy

Why It's Moving

FIS Launches Pioneering Agentic Commerce Solution to Supercharge AI-Driven Payments

Acquired Total Issuing Solutions portfolio to enable safe AI agent interactions in banking transactions, positioning FIS as a frontrunner in next-gen payments.
Recent Q4 earnings beat estimates with $1.51 EPS and $2.72B revenue, up 5.7% YoY, alongside reaffirmed FY2025 guidance of $5.74-$5.78 EPS signaling steady growth.
Strategic shifts like exiting Worldpay and adding AI exec Anil Chakravarthy to the board underscore FIS's focus on high-margin, sticky enterprise software despite lingering execution risks.

Sentiment:

🐃Bullish

HPE Charges into FY2026 with AI Innovations and Retail Network Overhaul.

Record Q4 results and full-year performance highlight surging demand for HPE's AI and hybrid cloud solutions, positioning the company for accelerated growth.
Major HPE Discover unveils, including AMD Helios AI architecture and NVIDIA partnerships, empower faster AI scaling from edge to data center.
NRF 2026 launches feature AI-native Aruba CX switches, Nonstop Compute upgrades, and Juniper Mist integration for resilient, insight-driven retail networks.

Sentiment:

🐃Bullish

FIS Launches Pioneering Agentic Commerce Solution to Supercharge AI-Driven Payments

Acquired Total Issuing Solutions portfolio to enable safe AI agent interactions in banking transactions, positioning FIS as a frontrunner in next-gen payments.
Recent Q4 earnings beat estimates with $1.51 EPS and $2.72B revenue, up 5.7% YoY, alongside reaffirmed FY2025 guidance of $5.74-$5.78 EPS signaling steady growth.
Strategic shifts like exiting Worldpay and adding AI exec Anil Chakravarthy to the board underscore FIS's focus on high-margin, sticky enterprise software despite lingering execution risks.

Sentiment:

🐃Bullish

HPE Charges into FY2026 with AI Innovations and Retail Network Overhaul.

Record Q4 results and full-year performance highlight surging demand for HPE's AI and hybrid cloud solutions, positioning the company for accelerated growth.
Major HPE Discover unveils, including AMD Helios AI architecture and NVIDIA partnerships, empower faster AI scaling from edge to data center.
NRF 2026 launches feature AI-native Aruba CX switches, Nonstop Compute upgrades, and Juniper Mist integration for resilient, insight-driven retail networks.

Sentiment:

🐃Bullish

Investment Analysis

FIS

Pros

FIS has raised its full-year earnings and revenue guidance, indicating strong operational performance and confidence in future growth.
The company maintains a leading position in financial technology solutions, serving a broad base of banks and financial institutions globally.
FIS offers a stable dividend yield above the market average, providing income support for investors.

Considerations

FIS trades at a premium valuation relative to its fair value, increasing downside risk if growth expectations are not met.
Recent acquisitions and divestitures, such as the sale of Worldpay, have led to business complexity and integration challenges.
The company's profitability has been pressured by high debt levels and ongoing restructuring costs.

Hewlett Packard Enterprise

HPE

Pros

Hewlett Packard Enterprise is positioned to benefit from growth in hybrid cloud and AI server markets, offering long-term expansion opportunities.
The company has a disciplined capital allocation strategy, including share buybacks and dividends, supporting shareholder returns.
HPE's stock trades at a relatively low valuation compared to its fair value estimate, suggesting potential upside if execution improves.

Considerations

HPE's revenue growth has been stagnant in recent years, with limited progress in reinvigorating its core businesses.
The company faces intense competition in the enterprise hardware and cloud sectors, pressuring margins and market share.
HPE's Juniper acquisition introduces integration risks and uncertainty around future synergies and returns.

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