Corning Incorporated (GLW)vsSea Ltd (SE)
GLW
Corning Incorporated
$186.94
+2.49%
TECHNOLOGY · Cap: $160.89B
SE
Sea Ltd
$86.73
-2.15%
CONSUMER CYCLICAL · Cap: $54.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 41% more annual revenue ($22.94B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs 6.9%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
GLW
Buy62
out of 100
Grade: C+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
+52.8%
Fair Value
$242.40
Current Price
$86.73
$155.67 discount
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
Revenue surging 38.4% year-over-year
Earnings expanding 58.2% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
6.9% margin — thin
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 : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.59 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 : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
GLW profiles as a growth stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.57 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 62/100) and 38.4% 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 →Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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