Corning Incorporated (GLW)vsUniversal Display (OLED)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
OLED
Universal Display
$96.83
+0.86%
TECHNOLOGY · Cap: $4.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 2302% more annual revenue ($15.63B vs $650.61M). OLED leads profitability with a 37.2% profit margin vs 10.2%. OLED appears more attractively valued with a PEG of 1.23. OLED earns a higher WallStSmart Score of 72/100 (B).
GLW
Buy65
out of 100
Grade: C+
OLED
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.2%
Fair Value
$85.64
Current Price
$146.35
$60.71 premium
Margin of Safety
+44.4%
Fair Value
$237.74
Current Price
$96.83
$140.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 77.4% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.2% and operating margin at 38.5%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 68.1x leaves little room for execution misses.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score.
Key Dynamics to Monitor
GLW profiles as a growth stock while OLED is a mature play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.63 — expect wider price swings.
GLW is growing revenue faster at 20.4% — sustainability is the question.
GLW generates stronger free cash flow (620M), providing more financial flexibility.
Bottom Line
OLED scores higher overall (72/100 vs 65/100), backed by strong 37.2% margins. 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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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