WallStSmart

Corning Incorporated (GLW)vsMicrosoft Corporation (MSFT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Microsoft Corporation generates 1856% more annual revenue ($331.84B vs $16.96B). MSFT leads profitability with a 40.3% profit margin vs 11.2%. GLW appears more attractively valued with a PEG of 1.07. MSFT earns a higher WallStSmart Score of 72/100 (B).

GLW

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 4.3Quality: 6.5
Piotroski: 5/9Altman Z: 2.03

MSFT

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 5.0Quality: 6.5
Piotroski: 4/9Altman Z: 2.51

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLW3 strengths · Avg: 8.3/10
Market CapQuality
$137.45B9/10

Large-cap with strong market position

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

Free Cash FlowQuality
$1.29B8/10

Generating 1.3B in free cash flow

MSFT6 strengths · Avg: 9.7/10
Market CapQuality
$3.66T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.2%10/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
40.3%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
45.1%10/10

Strong operational efficiency at 45.1%

Free Cash FlowQuality
$15.80B10/10

Generating 15.8B in free cash flow

Revenue GrowthGrowth
17.7%8/10

17.7% revenue growth

Areas to Watch

GLW2 concerns · Avg: 3.0/10
Price/BookValuation
12.0x4/10

Trading at 12.0x book value

P/E RatioValuation
73.7x2/10

Premium valuation, high expectations priced in

MSFT3 concerns · Avg: 4.0/10
PEG RatioValuation
1.524/10

Expensive relative to growth rate

P/E RatioValuation
26.2x4/10

Moderate valuation

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : GLW

The strongest argument for GLW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 16.6% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bull Case : MSFT

The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 40.3% and operating margin at 45.1%. Revenue growth of 17.7% demonstrates continued momentum.

Bear Case : GLW

The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 73.7x leaves little room for execution misses.

Bear Case : MSFT

The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

GLW carries more volatility with a beta of 1.15 — expect wider price swings.

MSFT is growing revenue faster at 17.7% — sustainability is the question.

MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.

Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MSFT scores higher overall (72/100 vs 58/100), backed by strong 40.3% margins and 17.7% revenue growth. Both earn "Strong 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 →

Microsoft Corporation

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.

Visit Website →

Want to dig deeper into these stocks?