Corning Incorporated (GLW)vsKnowles Cor (KN)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
KN
Knowles Cor
$26.65
+1.33%
TECHNOLOGY · Cap: $2.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 2535% more annual revenue ($15.63B vs $593.20M). GLW leads profitability with a 10.2% profit margin vs 7.5%. KN appears more attractively valued with a PEG of 1.12. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
KN
Buy61
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
-63.9%
Fair Value
$16.47
Current Price
$26.65
$10.18 premium
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 6.7% — below average capital efficiency
7.5% margin — thin
Premium valuation, high expectations priced in
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 : KN
The strongest argument for KN centers on Debt/Equity, Price/Book. Revenue growth of 13.8% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
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 : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 46.0x leaves little room for execution misses.
Key Dynamics to Monitor
GLW profiles as a growth stock while KN is a value play — different risk/reward profiles.
KN carries more volatility with a beta of 1.50 — expect wider price swings.
GLW is growing revenue faster at 20.4% — sustainability is the question.
GLW generates stronger free cash flow (620M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (65/100 vs 61/100) and 20.4% revenue growth. 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 →Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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