WallStSmart

British American Tobacco p.l.c. (BTI)vsCorning Incorporated (GLW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

British American Tobacco p.l.c. generates 57% more annual revenue ($25.61B vs $16.32B). BTI leads profitability with a 30.3% profit margin vs 11.1%. BTI appears more attractively valued with a PEG of 1.52. GLW earns a higher WallStSmart Score of 62/100 (C+).

BTI

Buy

60

out of 100

Grade: C+

Growth: 3.3Profit: 8.5Value: 6.7Quality: 5.0

GLW

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 3.7Quality: 6.5
Piotroski: 5/9Altman Z: 2.03
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BTIUndervalued (+23.4%)

Margin of Safety

+23.4%

Fair Value

$78.80

Current Price

$58.28

$20.52 discount

UndervaluedFair: $78.80Overvalued

Intrinsic value data unavailable for GLW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BTI5 strengths · Avg: 9.0/10
Profit MarginProfitability
30.3%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Market CapQuality
$125.67B9/10

Large-cap with strong market position

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.98B8/10

Generating 3.0B in free cash flow

GLW3 strengths · Avg: 9.0/10
EPS GrowthGrowth
138.9%10/10

Earnings expanding 138.9% YoY

Market CapQuality
$160.89B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.0%8/10

Revenue surging 20.0% year-over-year

Areas to Watch

BTI4 concerns · Avg: 4.0/10
PEG RatioValuation
1.524/10

Expensive relative to growth rate

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

GLW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Price/BookValuation
13.6x4/10

Trading at 13.6x book value

P/E RatioValuation
89.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : BTI

The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.

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 : BTI

The primary concerns for BTI are PEG Ratio, Price/Book, Revenue 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.

Key Dynamics to Monitor

BTI 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.

BTI generates stronger free cash flow (3.0B), providing more financial flexibility.

Bottom Line

GLW scores higher overall (62/100 vs 60/100) and 20.0% revenue growth. BTI offers better value entry with a 23.4% 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.

British American Tobacco p.l.c.

CONSUMER DEFENSIVE · TOBACCO · USA

British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.

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.

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