Corning Incorporated (GLW)vsWaters Corporation (WAT)
GLW
Corning Incorporated
$186.94
+2.49%
TECHNOLOGY · Cap: $160.89B
WAT
Waters Corporation
$355.13
+1.32%
HEALTHCARE · Cap: $34.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 333% more annual revenue ($16.32B vs $3.77B). WAT leads profitability with a 11.9% profit margin vs 11.1%. WAT appears more attractively valued with a PEG of 1.52. GLW earns a higher WallStSmart Score of 62/100 (C+).
GLW
Buy62
out of 100
Grade: C+
WAT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLW.
Margin of Safety
-63.1%
Fair Value
$201.83
Current Price
$355.13
$153.30 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
Revenue surging 91.5% year-over-year
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 8.3x book value
ROE of 5.2% — below average capital efficiency
Premium valuation, high expectations priced in
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 : WAT
The strongest argument for WAT centers on Revenue Growth, Altman Z-Score. Revenue growth of 91.5% demonstrates continued momentum.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 89.9x leaves little room for execution misses.
Bear Case : WAT
The primary concerns for WAT are PEG Ratio, Price/Book, Return on Equity. A P/E of 44.6x leaves little room for execution misses.
Key Dynamics to Monitor
WAT carries more volatility with a beta of 1.14 — expect wider price swings.
WAT is growing revenue faster at 91.5% — sustainability is the question.
GLW generates stronger free cash flow (30M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLW scores higher overall (62/100 vs 52/100) and 20.0% 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 →Waters Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Waters Corporation is a publicly traded Analytical Laboratory instrument and software company headquartered in Milford, Massachusetts.
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