Corning Incorporated (GLW)vsTTM Technologies Inc (TTMI)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
TTMI
TTM Technologies Inc
$108.00
+0.94%
TECHNOLOGY · Cap: $11.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 438% more annual revenue ($15.63B vs $2.91B). GLW leads profitability with a 10.2% profit margin vs 6.1%. TTMI appears more attractively valued with a PEG of 0.36. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
TTMI
Buy63
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
-16.9%
Fair Value
$78.62
Current Price
$108.00
$29.38 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
Growing faster than its price suggests
19.0% revenue growth
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
6.1% margin — thin
Premium valuation, high expectations priced in
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 20.4% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.36 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 : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio, Free Cash Flow. A P/E of 63.7x leaves little room for execution misses.
Key Dynamics to Monitor
TTMI carries more volatility with a beta of 1.76 — 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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLW scores higher overall (65/100 vs 63/100) 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 →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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