Corning Incorporated (GLW)vsRichardson Electronics Ltd (RELL)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
RELL
Richardson Electronics Ltd
$11.57
+2.12%
TECHNOLOGY · Cap: $167.97M
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 7252% more annual revenue ($15.63B vs $212.59M). GLW leads profitability with a 10.2% profit margin vs 0.4%. RELL appears more attractively valued with a PEG of 0.84. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
RELL
Buy59
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
-515.4%
Fair Value
$2.34
Current Price
$11.57
$9.23 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
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
2.2% earnings growth
Smaller company, higher risk/reward
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
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 : RELL
The strongest argument for RELL centers on Price/Book, PEG Ratio. PEG of 0.84 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 : RELL
The primary concerns for RELL are EPS Growth, Market Cap, Return on Equity. A P/E of 231.4x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLW profiles as a growth stock while RELL is a value play — different risk/reward profiles.
RELL carries more volatility with a beta of 1.09 — 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 59/100) 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 →Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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