Corning Incorporated (GLW)vsOracle Corporation (ORCL)
GLW
Corning Incorporated
$255.71
+15.67%
TECHNOLOGY · Cap: $190.24B
ORCL
Oracle Corporation
$147.79
-0.52%
TECHNOLOGY · Cap: $427.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 313% more annual revenue ($67.36B vs $16.32B). ORCL leads profitability with a 25.4% profit margin vs 11.1%. ORCL appears more attractively valued with a PEG of 0.86. ORCL earns a higher WallStSmart Score of 76/100 (B+).
GLW
Buy62
out of 100
Grade: C+
ORCL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
-41.7%
Fair Value
$104.84
Current Price
$147.79
$42.95 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
Mega-cap, among the largest globally
Every $100 of equity generates 40 in profit
Strong operational efficiency at 36.2%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 19.6x book value
Premium valuation, high expectations priced in
Moderate valuation
Trading at 12.7x book value
Weak financial health signals
Negative free cash flow — burning cash
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.4% and operating margin at 36.2%. Revenue growth of 20.6% demonstrates continued momentum.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 106.3x leaves little room for execution misses.
Bear Case : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 3.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.66 — expect wider price swings.
ORCL is growing revenue faster at 20.6% — sustainability is the question.
GLW generates stronger free cash flow (30M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (76/100 vs 62/100), backed by strong 25.4% margins and 20.6% 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.
Visit Website →Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
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