Corning Incorporated (GLW)vsSouthern Company (SO)
GLW
Corning Incorporated
$186.94
+2.49%
TECHNOLOGY · Cap: $160.89B
SO
Southern Company
$91.80
-0.68%
UTILITIES · Cap: $103.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 85% more annual revenue ($30.18B vs $16.32B). SO leads profitability with a 14.5% profit margin vs 11.1%. GLW appears more attractively valued with a PEG of 1.80. GLW earns a higher WallStSmart Score of 62/100 (C+).
GLW
Buy62
out of 100
Grade: C+
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
-25.0%
Fair Value
$73.42
Current Price
$91.80
$18.38 premium
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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 0.8%
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 : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
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 : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
GLW profiles as a growth stock while SO 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.
GLW generates stronger free cash flow (30M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (62/100 vs 56/100) 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.
Visit Website →Southern Company
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
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