Fabrinet (FN)vsCorning Incorporated (GLW)
FN
Fabrinet
$661.36
-7.86%
TECHNOLOGY · Cap: $25.31B
GLW
Corning Incorporated
$159.96
+1.07%
TECHNOLOGY · Cap: $137.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 319% more annual revenue ($16.32B vs $3.89B). GLW leads profitability with a 11.1% profit margin vs 9.7%. FN appears more attractively valued with a PEG of 1.19. FN earns a higher WallStSmart Score of 65/100 (C+).
FN
Buy65
out of 100
Grade: C+
GLW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-85.2%
Fair Value
$251.41
Current Price
$661.36
$409.95 premium
Intrinsic value data unavailable for GLW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Earnings expanding 30.7% YoY
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Areas to Watch
Trading at 10.8x book value
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 11.6x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FN
The strongest argument for FN centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 35.9% demonstrates continued momentum. PEG of 1.19 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.
Bear Case : FN
The primary concerns for FN are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 67.5x leaves little room for execution misses.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 77.3x leaves little room for execution misses.
Key Dynamics to Monitor
FN profiles as a hypergrowth 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.
FN is growing revenue faster at 35.9% — sustainability is the question.
GLW generates stronger free cash flow (30M), providing more financial flexibility.
Bottom Line
FN scores higher overall (65/100 vs 62/100) and 35.9% 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.
Fabrinet
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Fabrinet offers optical packaging and precision electronic, electromechanical and optical manufacturing services in North America, Asia-Pacific and Europe. The company is headquartered in George Town, the Cayman Islands.
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 ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?