WallStSmart

Corning Incorporated (GLW)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 70% more annual revenue ($27.78B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.19. GLW earns a higher WallStSmart Score of 62/100 (C+).

GLW

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 3.7Quality: 6.5
Piotroski: 5/9Altman Z: 2.03

PCAR

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GLW.

PCARSignificantly Overvalued (-24.4%)

Margin of Safety

-24.4%

Fair Value

$104.06

Current Price

$114.31

$10.25 premium

UndervaluedFair: $104.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLW3 strengths · Avg: 9.0/10
EPS GrowthGrowth
138.9%10/10

Earnings expanding 138.9% YoY

Market CapQuality
$160.89B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.0%8/10

Revenue surging 20.0% year-over-year

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$60.02B9/10

Large-cap with strong market position

Areas to Watch

GLW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Price/BookValuation
13.6x4/10

Trading at 13.6x book value

P/E RatioValuation
89.9x2/10

Premium valuation, high expectations priced in

PCAR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : GLW

The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.19 suggests the stock is reasonably priced for its growth.

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 : PCAR

The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

GLW profiles as a growth stock while PCAR is a value play — different risk/reward profiles.

GLW carries more volatility with a beta of 1.14 — expect wider price swings.

GLW is growing revenue faster at 20.0% — sustainability is the question.

PCAR generates stronger free cash flow (825M), providing more financial flexibility.

Bottom Line

GLW scores higher overall (62/100 vs 54/100) and 20.0% 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.

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PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

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