Centene Corp (CNC)vsCorning Incorporated (GLW)
CNC
Centene Corp
$62.33
-0.59%
HEALTHCARE · Cap: $32.19B
GLW
Corning Incorporated
$197.90
+11.13%
TECHNOLOGY · Cap: $161.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Centene Corp generates 993% more annual revenue ($178.33B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs -3.6%. CNC appears more attractively valued with a PEG of 1.25. GLW earns a higher WallStSmart Score of 64/100 (C+).
CNC
Buy57
out of 100
Grade: C
GLW
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.0%
Fair Value
$268.78
Current Price
$62.33
$206.45 discount
Intrinsic value data unavailable for GLW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 3.4B in free cash flow
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Areas to Watch
ROE of -30.1% — below average capital efficiency
Currently unprofitable
Trading at 15.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CNC
The strongest argument for CNC centers on Price/Book, Free Cash Flow. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : CNC
The primary concerns for CNC are Return on Equity, Profit Margin.
Bear Case : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 89.9x leaves little room for execution misses.
Key Dynamics to Monitor
CNC profiles as a turnaround stock while GLW is a growth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.16 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
CNC generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
GLW scores higher overall (64/100 vs 57/100) and 20.0% revenue growth. CNC offers better value entry with a 85.0% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Centene Corp
HEALTHCARE · HEALTHCARE PLANS · USA
Centene Corporation is a large publicly traded company and a multi-line managed care enterprise that serves as a major intermediary for both government-sponsored and privately insured health care programs. It is a healthcare insurer that focuses on managed care for uninsured, underinsured, and low-income individuals.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
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