WallStSmart

Corning Incorporated (GLW)vsMicrosoft Corporation (MSFT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Microsoft Corporation generates 1855% more annual revenue ($346.44B vs $17.72B). MSFT leads profitability with a 41.2% profit margin vs 12.1%. GLW appears more attractively valued with a PEG of 0.71. MSFT earns a higher WallStSmart Score of 72/100 (B).

GLW

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 5.7Quality: 6.5
Piotroski: 5/9Altman Z: 2.03

MSFT

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.68

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLW5 strengths · Avg: 8.6/10
EPS GrowthGrowth
56.0%10/10

Earnings expanding 56.0% YoY

Market CapQuality
$106.22B9/10

Large-cap with strong market position

PEG RatioValuation
0.718/10

Growing faster than its price suggests

Revenue GrowthGrowth
18.4%8/10

18.4% revenue growth

Free Cash FlowQuality
$1.29B8/10

Generating 1.3B in free cash flow

MSFT6 strengths · Avg: 9.8/10
Market CapQuality
$3.88T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
41.2%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
49.8%10/10

Strong operational efficiency at 49.8%

Free Cash FlowQuality
$18.63B10/10

Generating 18.6B in free cash flow

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Areas to Watch

GLW1 concerns · Avg: 2.0/10
P/E RatioValuation
49.9x2/10

Premium valuation, high expectations priced in

MSFT3 concerns · Avg: 4.0/10
PEG RatioValuation
1.704/10

Expensive relative to growth rate

P/E RatioValuation
27.2x4/10

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 EPS Growth, Market Cap, PEG Ratio. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.71 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 41.2% and operating margin at 49.8%. Revenue growth of 18.8% demonstrates continued momentum.

Bear Case : GLW

The primary concerns for GLW are P/E Ratio. A P/E of 49.9x 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 1.12 — expect wider price swings.

MSFT is growing revenue faster at 18.8% — sustainability is the question.

MSFT generates stronger free cash flow (18.6B), providing more financial flexibility.

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

Bottom Line

MSFT scores higher overall (72/100 vs 67/100), backed by strong 41.2% margins and 18.8% revenue growth. Both earn "Strong Buy" and "Strong 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.

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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.

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