Corning Incorporated (GLW)vsPalo Alto Networks Inc (PANW)
GLW
Corning Incorporated
$166.40
+2.01%
TECHNOLOGY · Cap: $143.34B
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 48% more annual revenue ($16.96B vs $11.48B). GLW leads profitability with a 11.2% profit margin vs 2.7%. GLW appears more attractively valued with a PEG of 0.98. GLW earns a higher WallStSmart Score of 60/100 (C+).
GLW
Buy60
out of 100
Grade: C+
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
16.6% revenue growth
Generating 1.3B in free cash flow
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 12.0x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : GLW
The strongest argument for GLW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bear Case : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 76.7x leaves little room for execution misses.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLW profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.15 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
GLW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
GLW scores higher overall (60/100 vs 51/100) and 16.6% revenue growth. PANW offers better value entry with a 34.1% 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 →Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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