Corning Incorporated (GLW)vsWestern Digital Corporation (WDC)
GLW
Corning Incorporated
$124.58
-6.39%
TECHNOLOGY · Cap: $114.18B
WDC
Western Digital Corporation
$293.10
-7.52%
TECHNOLOGY · Cap: $100.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 46% more annual revenue ($15.63B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 10.2%. WDC appears more attractively valued with a PEG of 0.69. GLW earns a higher WallStSmart Score of 65/100 (C+).
GLW
Buy65
out of 100
Grade: C+
WDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.2%
Fair Value
$85.64
Current Price
$124.58
$38.94 premium
Margin of Safety
-311.2%
Fair Value
$66.57
Current Price
$293.10
$226.53 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
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Trading at 9.0x book value
Premium valuation, high expectations priced in
Moderate valuation
Trading at 14.0x book value
Revenue declined 41.0%
Earnings declined 95.9%
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 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. PEG of 0.69 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 72.7x leaves little room for execution misses.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
GLW profiles as a growth stock while WDC is a declining play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
GLW is growing revenue faster at 20.4% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (65/100 vs 55/100) 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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