Corning Incorporated (GLW)vsSanmina Corporation (SANM)
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
SANM
Sanmina Corporation
$138.56
+2.79%
TECHNOLOGY · Cap: $7.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 68% more annual revenue ($15.63B vs $9.31B). GLW leads profitability with a 10.2% profit margin vs 2.5%. SANM appears more attractively valued with a PEG of 0.68. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
SANM
Buy59
out of 100
Grade: C
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
-424.2%
Fair Value
$28.49
Current Price
$138.56
$110.07 premium
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
Revenue surging 59.0% year-over-year
Growing faster than its price suggests
Areas to Watch
Trading at 10.6x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.5% margin — thin
Operating margin of 3.7%
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 : SANM
The strongest argument for SANM centers on Revenue Growth, PEG Ratio. Revenue growth of 59.0% demonstrates continued momentum. PEG of 0.68 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 : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLW profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.02 — expect wider price swings.
SANM is growing revenue faster at 59.0% — sustainability is the question.
GLW generates stronger free cash flow (620M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (65/100 vs 59/100) and 20.4% 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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