Corning Incorporated (GLW)vsHumana Inc (HUM)
GLW
Corning Incorporated
$197.90
+11.13%
TECHNOLOGY · Cap: $161.70B
HUM
Humana Inc
$350.08
+0.08%
HEALTHCARE · Cap: $45.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Humana Inc generates 741% more annual revenue ($137.20B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs 0.8%. GLW appears more attractively valued with a PEG of 1.40. GLW earns a higher WallStSmart Score of 64/100 (C+).
GLW
Buy64
out of 100
Grade: C+
HUM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
+23.7%
Fair Value
$403.67
Current Price
$350.08
$53.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 23.5% year-over-year
Generating 1.1B in free cash flow
Areas to Watch
Trading at 15.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of 6.1% — below average capital efficiency
0.8% margin — thin
Operating margin of 4.7%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : HUM
The strongest argument for HUM centers on Altman Z-Score, Price/Book, Revenue Growth. Revenue growth of 23.5% demonstrates continued momentum.
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.
Bear Case : HUM
The primary concerns for HUM are PEG Ratio, Return on Equity, Profit Margin. A P/E of 40.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLW carries more volatility with a beta of 1.16 — expect wider price swings.
HUM is growing revenue faster at 23.5% — sustainability is the question.
HUM generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLW scores higher overall (64/100 vs 52/100) and 20.0% revenue growth. HUM offers better value entry with a 23.7% 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.
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 →Humana Inc
HEALTHCARE · HEALTHCARE PLANS · USA
Humana Inc. is a for-profit American health insurance company based in Louisville, Kentucky.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?