Corning Incorporated (GLW)vsSanmina Corporation (SANM)
GLW
Corning Incorporated
$166.40
+2.01%
TECHNOLOGY · Cap: $143.34B
SANM
Sanmina Corporation
$216.00
+6.24%
TECHNOLOGY · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 33% more annual revenue ($16.96B vs $12.76B). GLW leads profitability with a 11.2% profit margin vs 2.4%. SANM appears more attractively valued with a PEG of 0.67. SANM earns a higher WallStSmart Score of 71/100 (B).
GLW
Buy60
out of 100
Grade: C+
SANM
Strong Buy71
out of 100
Grade: B
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
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 12.0x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
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 : SANM
The strongest argument for SANM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 69.7% demonstrates continued momentum. PEG of 0.67 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 : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLW profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
SANM carries more volatility with a beta of 1.60 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
GLW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
SANM scores higher overall (71/100 vs 60/100) and 69.7% 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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