CVS Health Corp (CVS)vsCorning Incorporated (GLW)
CVS
CVS Health Corp
$95.93
+1.17%
HEALTHCARE · Cap: $128.46B
GLW
Corning Incorporated
$197.90
+11.13%
TECHNOLOGY · Cap: $161.70B
Smart Verdict
WallStSmart Research — data-driven comparison
CVS Health Corp generates 2385% more annual revenue ($405.62B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs 0.7%. CVS appears more attractively valued with a PEG of 0.28. CVS earns a higher WallStSmart Score of 65/100 (C+).
CVS
Buy65
out of 100
Grade: C+
GLW
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.3%
Fair Value
$140.72
Current Price
$95.93
$44.79 discount
Intrinsic value data unavailable for GLW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 63.1% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 3.4B in free cash flow
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Areas to Watch
ROE of 3.8% — below average capital efficiency
0.7% margin — thin
Operating margin of 4.1%
Elevated debt levels
Trading at 15.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CVS
The strongest argument for CVS centers on PEG Ratio, EPS Growth, Market Cap. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : CVS
The primary concerns for CVS are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.2x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Bear Case : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 89.9x leaves little room for execution misses.
Key Dynamics to Monitor
CVS profiles as a value stock while GLW is a growth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.16 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
CVS generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
CVS scores higher overall (65/100 vs 64/100). 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.
CVS Health Corp
HEALTHCARE · HEALTHCARE PLANS · USA
CVS Health (previously CVS Corporation and CVS Caremark Corporation) is an American healthcare company that owns CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; Aetna, a health insurance provider, among many other brands. The company's headquarters is in Woonsocket, Rhode Island.
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 HEALTHCARE PLANS Stocks
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