Corning Incorporated (GLW)vsIron Mountain Incorporated (IRM)
GLW
Corning Incorporated
$164.24
+8.12%
TECHNOLOGY · Cap: $141.09B
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 136% more annual revenue ($16.32B vs $6.90B). GLW leads profitability with a 11.1% profit margin vs 2.1%. GLW appears more attractively valued with a PEG of 1.70. GLW earns a higher WallStSmart Score of 62/100 (C+).
GLW
Buy62
out of 100
Grade: C+
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$114.52
$24.11 premium
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
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Expensive relative to growth rate
Trading at 11.9x book value
Premium valuation, high expectations priced in
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 79.0x leaves little room for execution misses.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 229.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
GLW generates stronger free cash flow (30M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLW scores higher overall (62/100 vs 52/100) and 20.0% 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.
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 →Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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