Corning Incorporated (GLW)vsUniversal Display (OLED)
GLW
Corning Incorporated
$143.53
-13.74%
TECHNOLOGY · Cap: $143.34B
OLED
Universal Display
$83.56
+2.96%
TECHNOLOGY · Cap: $3.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 2695% more annual revenue ($16.96B vs $606.91M). OLED leads profitability with a 32.2% profit margin vs 11.2%. GLW appears more attractively valued with a PEG of 0.98. GLW earns a higher WallStSmart Score of 60/100 (C+).
GLW
Buy60
out of 100
Grade: C+
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
+60.5%
Fair Value
$334.53
Current Price
$83.56
$250.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
16.6% revenue growth
Generating 1.3B in free cash flow
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 35.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Trading at 10.4x book value
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.4%
Earnings declined 24.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : GLW
The strongest argument for GLW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.2% and operating margin at 35.3%. PEG of 1.23 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 76.7x leaves little room for execution misses.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
GLW profiles as a growth stock while OLED is a declining play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.56 — expect wider price swings.
GLW is growing revenue faster at 16.6% — sustainability is the question.
GLW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
GLW scores higher overall (60/100 vs 58/100) and 16.6% revenue growth. OLED offers better value entry with a 60.5% 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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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