HP INC (HPQ) Stock Analysis

HP INC (HPQ) Stock Analysis

Overall Grade: F (Concerning)

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HP INC faces challenges in financial performance that warrant careful analysis.

Key Metrics:

Metric Value Context
ROIC 54.3% Above industry average
FCF Margin 6.8% Healthy cash flow
Debt/Equity -10.7x Conservative leverage

Investment Thesis: Strong return on invested capital of 54.3% suggests durable competitive advantages and efficient capital allocation.


What is HP INC's Profitability and ROIC?

HP INC generates strong returns on invested capital at 54.3%, indicating efficient capital allocation and competitive advantages. Gross margin of 20.9% with operating margin at 5.9% reflects the company's moderate market position.

Key Metrics

Metric Value Rating Interpretation
Return on Invested Capital (ROIC) 54.3% Excellent Strong capital efficiency
Return on Equity (ROE) -219.2% Red flag Moderate equity returns
Gross Margin 20.9% Adequate Competitive pricing environment
Operating Margin 5.9% Adequate Moderate operational efficiency

How Strong is HP INC's Cash Flow Quality?

HP INC generated $3.7B in free cash flow over the trailing twelve months, representing a 6.8% margin. Cash earnings quality is strong, with operating cash flow exceeding net income by 1.4x.

Key Metrics

Metric Value Rating Interpretation
Free Cash Flow Margin 6.8% Adequate Healthy cash generation
Free Cash Flow (TTM) $3.7B Good Positive cash generation
OCF/Net Income 1.4x Excellent High earnings quality
FCF Consistency (8Q) N/A Warning Variable cash flow

What is HP INC's Financial Health?

HP INC's debt-to-equity ratio of -10.7x indicates conservative leverage.

Key Metrics

Metric Value Rating Interpretation
Debt to Equity -10.7x Excellent Conservative capital structure
Net Cash Position $-6.7B Warning Net debt position

Is HP INC Stock Overvalued or Undervalued?

HP INC trades at a P/E of 9.0x, representing a premium to the sector median of N/A.

Key Metrics

Metric Value Rating Interpretation
P/E Ratio 9.0x Adequate Reasonable valuation
EV/Sales 0.7x Excellent Attractive revenue multiple
Dividend Yield 9.1% Good Meaningful income

Sector Rankings

Metric Value Percentile vs Median
Return on Invested Capital (ROIC) 54.3% Top 5% 8.4x above
Free Cash Flow Margin 6.8% Bottom 50% 0.7x below
Gross Margin 20.9% Bottom 25% 0.4x below
Operating Margin 5.9% Bottom 50% 0.9x below
Return on Equity (ROE) -219.2% Top 5% -35.2x below
P/E Ratio 9.0x N/A -

Rating Thresholds

Return on Invested Capital (ROIC)

Measures how efficiently a company uses its debt and equity capital to generate profits. ROIC above 15% typically indicates a competitive moat.

Rating Range Interpretation
Excellent > 20% Exceptional capital efficiency, strong competitive moat
Good 12% - 20% Above-average returns, sustainable competitive position
Adequate 8% - 12% Around cost of capital, moderate competitive position
Warning 4% - 8% Below cost of capital, value may be eroding
Red flag < 4% Significant capital destruction, fundamental issues

Current: 54.3% (Excellent - Top 5% of sector (median: 6.5%))

Free Cash Flow Margin

The percentage of revenue converted to free cash flow. Higher margins indicate stronger cash generation and business quality.

Rating Range Interpretation
Excellent > 20% Strong cash generation, high-quality business
Good 10% - 20% Healthy cash conversion
Adequate 5% - 10% Moderate cash generation
Warning 0% - 5% Thin cash margins, capital intensive
Red flag < 0% Cash burn, potential liquidity concerns

Current: 6.8% (Adequate - Bottom 50% of sector (median: 10.0%))

Gross Margin

Revenue minus cost of goods sold as a percentage. Higher gross margins indicate pricing power and competitive advantage.

Rating Range Interpretation
Excellent > 50% Strong pricing power and competitive moat
Good 30% - 50% Healthy margins, differentiated product
Adequate 20% - 30% Moderate margins, competitive industry
Warning 10% - 20% Thin margins, commodity-like business
Red flag < 10% Very thin margins, structural challenges

Current: 20.9% (Adequate - Bottom 25% of sector (median: 52.9%))

Debt to Equity Ratio

Total debt divided by shareholders' equity. Lower ratios indicate more conservative financing and reduced financial risk.

Rating Range Interpretation
Excellent < 0.3x Conservative leverage, strong balance sheet
Good 0.3x - 0.7x Moderate leverage, healthy financial position
Adequate 0.7x - 1.5x Elevated leverage, monitor closely
Warning 1.5x - 3.0x High leverage, increased financial risk
Red flag > 3.0x Excessive leverage, potential distress risk

Current: -10.7x (Excellent)

P/E Ratio (Price-to-Earnings)

Stock price divided by earnings per share. Lower P/E may indicate undervaluation, while higher P/E suggests growth expectations.

Rating Range Interpretation
Excellent < 15x Attractively valued, potential opportunity
Good 15x - 25x Fair value for quality company
Adequate 25x - 35x Growth premium, justify with earnings growth
Warning 35x - 50x High expectations priced in
Red flag > 50x or negative Speculative valuation or losses

Current: 895.3% (Adequate)


Frequently Asked Questions

Q: What is HP INC's Return on Invested Capital (ROIC)?

HP INC (HPQ) has a trailing twelve-month Return on Invested Capital (ROIC) of 54.3%. This compares above the sector median of 6.5%. An ROIC above 20% indicates exceptional capital efficiency and strong competitive advantages.

Q: What is HP INC's Free Cash Flow Margin?

HP INC (HPQ) has a free cash flow margin of 6.8%, generating $3.7 billion in free cash flow over the trailing twelve months. A FCF margin between 5-10% is typical for capital-intensive businesses.

Q: Is HP INC stock overvalued or undervalued?

HP INC (HPQ) trades at a P/E ratio of 9.0x, which is above the sector median of N/A. The EV/Sales multiple is 0.7x.

Q: Does HP INC pay a dividend?

HP INC (HPQ) currently pays a dividend yield of 9.1%. A yield above 4% is attractive for income investors, though sustainability should be verified through payout ratio analysis.

Q: Is HP INC buying back stock?

HP INC (HPQ) repurchased $1.3 billion of stock over the trailing twelve months.

Q: How does HP INC compare to competitors in Technology?

Compared to other companies in Technology, HP INC (HPQ) shows: ROIC of 54.3% is above the sector median of 6.5% (Top 0%). FCF margin of 6.8% trails the sector median of 10.0% (Bottom 41% of sector). Gross margin at 20.9% is 32 percentage points lower than sector peers. These rankings are based on MetricDuck's analysis of all Technology companies with available SEC filings.

Q: What warning signs should I watch for with HP INC?

HP INC (HPQ) shows no major financial warning signs based on current metrics. However, investors should always monitor: 1) Margin compression trends, 2) Cash flow consistency, 3) Debt levels relative to cash generation, and 4) Changes in competitive positioning.


Data Source: Data sourced from 10-K filed 2025-12-10. TTM metrics as of Q3 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

This analysis is for informational purposes only and does not constitute investment advice.