Corning Inc (GLW)
Valuation Overview•Is Corning Inc Overvalued or Undervalued?
Priced at a premium to peer multiples and intrinsic cash flows, demanding strong execution to justify current levels.
Moderate quality score of 64/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
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Verdict: Solid fundamental quality, though profitability presents a headwind.
Wall Street sentiment is generally neutral alongside robust expected earnings growth. However, capital return yields remain modest, anchored by a strong, well-covered dividend yield.
GLW demonstrates adequate business quality with stable profitability. This is paired with a moderately leveraged but stable balance sheet.
The company exhibits steady, low-single-digit revenue growth paired with stable bottom-line earnings. The company maintains healthy operational efficiency with a 15.5% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $4.5B | +19.1% | +3.3% | +6.7% | +5.5% | |
| EBITDA | $1.1B | — | +8.4% | — | — | |
| Net Income | $559.0M | +215.4% | +6.6% | — | +1.8% | |
| EPS (Diluted) | $0.64 | +219.0% | +6.3% | +27.9% | +6.3% | |
| Free Cash Flow | $1.3B | +45.1% | +11.8% | +12.0% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 36.3% | 33.0% | 33.4% | 35.2% |
| Operating Margin | 15.5% | 10.2% | 11.2% | 11.7% |
| Net Margin | 11.2% | 6.2% | 8.3% | 9.8% |
| FCF Margin | 14.1% | 7.1% | 8.2% | 7.1% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q3'26Latest | $0.76 | $0.78 | +3.3% | ||
| Q2'26 | $0.69 | $0.70 | +1.2% | ||
| Q1'26 | $0.71 | $0.72 | +1.8% | ||
| Q4'25 | $0.67 | $0.67 | +0.8% | ||
| Q3'25 | $0.57 | $0.60 | +5.1% | ||
| Q2'25 | $0.51 | $0.54 | +6.5% | ||
| Q1'25 | $0.56 | $0.57 | +1.8% | ||
| Q4'24 | $0.53 | $0.54 | +2.7% |
Total return is +100.3% (1Y), outperforming the benchmark by +85.3%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +82.0% | +69.3% | — |
| 1Y | +100.3% | +85.3% | +1.4% |
| 3YCAGR | +77.0% | +54.0% | +11.1% |
| 5YCAGR | +35.9% | +22.6% | +15.1% |
| 10YCAGR | +22.1% | +8.2% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Corning Inc (GLW) valuation, health, and returns.
Corning Inc is estimated to be overvalued under our discounted cash flow framework. relative multiples indicate the stock is Expensive versus peers compared to industry peers. overvalued (implying -40.1% downside from DCF intrinsic value of $98.26)
Corning Inc has multiple valuation anchors: DCF Intrinsic Value: $98.26 | Peer Relative Fair Value: $94.97 | Wall Street Analyst Target: $170.63 (implying +3.9% upside). A convergence of these signals offers higher conviction.
Corning Inc displays good financial health with a composite quality score of 64/100, supported by a Altman Z-Score of 5.7 (safe zone), Piotroski F-Score of 7/9, Return on Invested Capital (ROIC) of 9.1%.
Corning Inc pays a 0.7% dividend yield, covered by a 63% payout ratio with 0 years of growth, supplemented by a 0.1% buyback yield.
Corning Inc's current growth trajectory is Accelerating. The company achieved +19.1% 1Y revenue growth and +219.0% 1Y EPS growth, compared to its 3Y revenue CAGR of +3.3%.
Wall Street consensus is Buy based on 37 analysts, beating EPS expectations in 83% of recent quarters with a 10-quarter streak. The consensus price target represents a +3.9% change from current levels.
Investment risks for Corning Inc include: -51.5% 1-year max drawdown, high beta (2.84x market volatility). Volatility risk is characterized by a beta of 2.84x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.