Corning Incorporated (GLW)vsTE Connectivity Ltd (TEL)
GLW
Corning Incorporated
$159.96
+1.07%
TECHNOLOGY · Cap: $137.67B
TEL
TE Connectivity Ltd
$206.94
+0.81%
TECHNOLOGY · Cap: $59.92B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 15% more annual revenue ($18.70B vs $16.32B). TEL leads profitability with a 15.5% profit margin vs 11.1%. TEL appears more attractively valued with a PEG of 1.08. TEL earns a higher WallStSmart Score of 76/100 (B+).
GLW
Buy62
out of 100
Grade: C+
TEL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
-60.7%
Fair Value
$142.16
Current Price
$206.94
$64.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 20.3%
Areas to Watch
Expensive relative to growth rate
Trading at 11.6x book value
Premium valuation, high expectations priced in
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.
Bull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 77.3x leaves little room for execution misses.
Bear Case : TEL
No major red flags identified for TEL, but monitor valuation.
Key Dynamics to Monitor
GLW profiles as a growth stock while TEL is a mature play — different risk/reward profiles.
TEL carries more volatility with a beta of 1.18 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (76/100 vs 62/100), backed by strong 15.5% margins and 14.5% 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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