Corning Incorporated (GLW)vsKenon Holdings (KEN)
GLW
Corning Incorporated
$186.94
+2.49%
TECHNOLOGY · Cap: $160.89B
KEN
Kenon Holdings
$88.89
+2.95%
UTILITIES · Cap: $4.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 1772% more annual revenue ($16.32B vs $871.93M). GLW leads profitability with a 11.1% profit margin vs 7.6%. KEN trades at a lower P/E of 68.0x. GLW earns a higher WallStSmart Score of 62/100 (C+).
GLW
Buy62
out of 100
Grade: C+
KEN
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
-39.5%
Fair Value
$54.68
Current Price
$88.89
$34.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Revenue surging 43.1% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
ROE of 5.1% — below average capital efficiency
7.6% margin — thin
Premium valuation, high expectations priced in
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.
Bull Case : KEN
The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 89.9x leaves little room for execution misses.
Bear Case : KEN
The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 68.0x leaves little room for execution misses.
Key Dynamics to Monitor
GLW profiles as a growth stock while KEN is a hypergrowth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.14 — expect wider price swings.
KEN is growing revenue faster at 43.1% — sustainability is the question.
KEN generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (62/100 vs 40/100) and 20.0% revenue growth. Both earn "Buy" and "Hold" 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 →Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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