Deswell Industries Inc (DSWL)vsCorning Incorporated (GLW)
DSWL
Deswell Industries Inc
$3.26
+1.87%
TECHNOLOGY · Cap: $55.93M
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 23016% more annual revenue ($15.63B vs $67.61M). DSWL leads profitability with a 16.5% profit margin vs 10.2%. DSWL appears more attractively valued with a PEG of 0.89. GLW earns a higher WallStSmart Score of 65/100 (C+).
DSWL
Buy61
out of 100
Grade: C+
GLW
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$26.38
Current Price
$3.26
$23.12 discount
Margin of Safety
-55.2%
Fair Value
$85.64
Current Price
$146.35
$60.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Earnings expanding 77.4% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Areas to Watch
2.5% revenue growth
Smaller company, higher risk/reward
Operating margin of 4.2%
Trading at 10.6x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DSWL
The strongest argument for DSWL centers on P/E Ratio, Price/Book, Altman Z-Score. Profitability is solid with margins at 16.5% and operating margin at 4.2%. PEG of 0.89 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 20.4% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bear Case : DSWL
The primary concerns for DSWL are Revenue Growth, Market Cap, Operating Margin.
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.
Key Dynamics to Monitor
DSWL profiles as a value stock while GLW is a growth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.02 — 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.
Bottom Line
GLW scores higher overall (65/100 vs 61/100) and 20.4% revenue growth. DSWL offers better value entry with a 86.3% 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.
Deswell Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · China
Deswell Industries, Inc. manufactures and sells injection molded plastic parts and components, electronic products and sub-assemblies, and metal molds and accessory parts to original equipment manufacturers and contractors. The company is headquartered in Macau.
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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