Corning Incorporated (GLW)vsIntercontinental Exchange Inc (ICE)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
ICE
Intercontinental Exchange Inc
$156.83
+0.65%
FINANCIAL SERVICES · Cap: $88.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 57% more annual revenue ($15.63B vs $9.93B). ICE leads profitability with a 33.4% profit margin vs 10.2%. GLW appears more attractively valued with a PEG of 1.39. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
ICE
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.2%
Fair Value
$85.64
Current Price
$146.35
$60.71 premium
Margin of Safety
+38.6%
Fair Value
$255.26
Current Price
$156.83
$98.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 77.4% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 49.6%
Large-cap with strong market position
Earnings expanding 23.4% YoY
Generating 1.1B in free cash flow
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.4% and operating margin at 49.6%.
Bear Case : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 68.1x leaves little room for execution misses.
Bear Case : ICE
The primary concerns for ICE are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
GLW profiles as a growth stock while ICE is a mature play — different risk/reward profiles.
ICE carries more volatility with a beta of 1.05 — expect wider price swings.
GLW is growing revenue faster at 20.4% — sustainability is the question.
ICE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
GLW scores higher overall (65/100 vs 63/100) and 20.4% revenue growth. ICE offers better value entry with a 38.6% 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.
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.
Visit Website →Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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