Bristol-Myers Squibb Company (BMY)vsCorning Incorporated (GLW)
BMY
Bristol-Myers Squibb Company
$56.16
-0.16%
HEALTHCARE · Cap: $114.68B
GLW
Corning Incorporated
$186.94
+2.49%
TECHNOLOGY · Cap: $160.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Bristol-Myers Squibb Company generates 197% more annual revenue ($48.48B vs $16.32B). BMY leads profitability with a 15.0% 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+).
BMY
Buy60
out of 100
Grade: C+
GLW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.0%
Fair Value
$88.08
Current Price
$56.16
$31.92 discount
Intrinsic value data unavailable for GLW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Strong operational efficiency at 33.0%
Large-cap with strong market position
Attractively priced relative to earnings
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Areas to Watch
2.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BMY
The strongest argument for BMY centers on Return on Equity, Operating Margin, Market Cap.
Bull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.
Bear Case : BMY
The primary concerns for BMY are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
BMY profiles as a value stock while GLW is a growth 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.
BMY generates stronger free cash flow (757M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (62/100 vs 60/100) and 20.0% revenue growth. BMY offers better value entry with a 32.0% margin of safety. 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.
Bristol-Myers Squibb Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.
Visit Website →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 →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?