WallStSmart

Corning Incorporated (GLW)vsMoodys Corporation (MCO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Corning Incorporated generates 103% more annual revenue ($15.63B vs $7.72B). MCO leads profitability with a 31.9% profit margin vs 10.2%. GLW appears more attractively valued with a PEG of 1.39. MCO earns a higher WallStSmart Score of 71/100 (B).

GLW

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 4.7Quality: 7.5
Piotroski: 5/9Altman Z: 2.03

MCO

Strong Buy

71

out of 100

Grade: B

Growth: 8.0Profit: 9.5Value: 10.0Quality: 6.8
Piotroski: 6/9Altman Z: 2.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GLWSignificantly Overvalued (-55.2%)

Margin of Safety

-55.2%

Fair Value

$85.64

Current Price

$146.35

$60.71 premium

UndervaluedFair: $85.64Overvalued
MCOUndervalued (+33.1%)

Margin of Safety

+33.1%

Fair Value

$639.76

Current Price

$428.05

$211.71 discount

UndervaluedFair: $639.76Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLW3 strengths · Avg: 9.0/10
EPS GrowthGrowth
77.4%10/10

Earnings expanding 77.4% YoY

Market CapQuality
$106.88B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

MCO5 strengths · Avg: 9.8/10
Return on EquityProfitability
62.1%10/10

Every $100 of equity generates 62 in profit

Profit MarginProfitability
31.9%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
42.1%10/10

Strong operational efficiency at 42.1%

EPS GrowthGrowth
57.6%10/10

Earnings expanding 57.6% YoY

Market CapQuality
$76.27B9/10

Large-cap with strong market position

Areas to Watch

GLW2 concerns · Avg: 3.0/10
Price/BookValuation
10.6x4/10

Trading at 10.6x book value

P/E RatioValuation
68.1x2/10

Premium valuation, high expectations priced in

MCO3 concerns · Avg: 4.0/10
PEG RatioValuation
1.934/10

Expensive relative to growth rate

P/E RatioValuation
31.3x4/10

Premium valuation, high expectations priced in

Price/BookValuation
18.7x4/10

Trading at 18.7x book value

Comparative Analysis Report

WallStSmart Research

Bull 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 : MCO

The strongest argument for MCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.9% and operating margin at 42.1%. Revenue growth of 13.0% demonstrates continued momentum.

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 : MCO

The primary concerns for MCO are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

GLW profiles as a growth stock while MCO is a mature play — different risk/reward profiles.

MCO carries more volatility with a beta of 1.44 — expect wider price swings.

GLW is growing revenue faster at 20.4% — sustainability is the question.

MCO generates stronger free cash flow (777M), providing more financial flexibility.

Bottom Line

MCO scores higher overall (71/100 vs 65/100), backed by strong 31.9% margins and 13.0% revenue growth. Both earn "Strong 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.

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Moodys Corporation

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Moody's Corporation, often referred to as Moody's, is an American business and financial services company. It is the holding company for Moody's Investors Service (MIS), an American credit rating agency, and Moody's Analytics (MA), an American provider of financial analysis software and services.

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