Corning Incorporated (GLW)vsRogers Corporation (ROG)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
ROG
Rogers Corporation
$109.71
+5.00%
TECHNOLOGY · Cap: $1.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 1828% more annual revenue ($15.63B vs $810.80M). GLW leads profitability with a 10.2% profit margin vs -7.6%. ROG appears more attractively valued with a PEG of 0.77. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
ROG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.2%
Fair Value
$85.64
Current Price
$146.35
$60.71 premium
Intrinsic value data unavailable for ROG.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
4.8% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -5.0% — below average capital efficiency
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 : ROG
The strongest argument for ROG centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.77 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 : ROG
The primary concerns for ROG are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
GLW profiles as a growth stock while ROG is a turnaround play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.02 — 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 43/100) and 20.4% revenue growth. Both earn "Buy" and "Hold" 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 →Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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