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GLW vs NOK

GLW
Corning Incorporated
NEUTRAL
Price
$82.06
Market Cap
$70.61B
Sector
Technology
AI Confidence
72%
NOK
Nokia Oyj
BEARISH
Price
$12.91
Market Cap
$72.07B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
GLW
52.6
NOK
80.69
Forward P/E
GLW
35.52
NOK
26.61
P/B Ratio
GLW
5.75
NOK
2.97
P/S Ratio
GLW
4.73
NOK
3.6
EV/EBITDA
GLW
23.1
NOK
27.51

Profitability

Gross Margin
GLW
35.98%
NOK
45.36%
Operating Margin
GLW
14.56%
NOK
5.29%
Profit Margin
GLW
9.16%
NOK
3.98%
ROE
GLW
12.74%
NOK
3.72%
ROA
GLW
4.42%
NOK
2.76%

Growth

Revenue Growth
GLW
20.9%
NOK
2.4%
Earnings Growth
GLW
--
NOK
--

Financial Health

Debt/Equity
GLW
0.77
NOK
0.16
Current Ratio
GLW
1.56
NOK
1.57
Quick Ratio
GLW
0.74
NOK
1.29

Dividends

Dividend Yield
GLW
1.36%
NOK
1.27%
Payout Ratio
GLW
71.79%
NOK
99.81%

AI Verdict

GLW NEUTRAL

Corning Incorporated (GLW) trades at a premium valuation with strong recent price momentum—up 78.8% over the past year and 154.6% over five years—reflecting solid execution and cyclical tailwinds in display and optical communications. The company has delivered consistent earnings beats over the last four quarters, with accelerating YoY EPS growth of 24.1% and robust 20.9% revenue growth, outpacing the sector average. However, elevated valuation metrics, including a P/E of 52.60 and forward P/E of 35.52, imply significant optimism already priced in, while insider selling activity over the past six months raises caution. Relative to peers like TE Connectivity and Synopsys, GLW exhibits stronger growth than some but lags in profitability and return metrics, creating a mixed fundamental picture despite healthy balance sheet leverage and dividend stability.

Strengths
Revenue growth of 20.9% YoY outpaces the Technology sector average of 19.36% and peer group, indicating strong demand across key end markets.
Consistent earnings beat streak: 3 out of the last 4 quarters beat estimates, with an average surprise of 3.79% and accelerating YoY EPS growth of 24.1%.
Solid financial leverage profile with Debt/Equity of 0.77, in line with sector average of 0.78, suggesting prudent capital structure management.
Risks
Elevated valuation with P/E of 52.60 and Price/Book of 5.75, significantly above historical norms and implying limited margin of safety despite growth.
Weak profitability relative to peers: profit margin of 9.16% lags sector average of 18.03%, and ROE of 12.74% trails peer median, indicating lower capital efficiency.
Insider selling pressure: $18.17M in net insider sales over the last 6 months, including CFO and CTO transactions, signaling potential lack of confidence at the top.
NOK BEARISH

While Nokia exhibits strong financial health with a Piotroski F-Score of 7/9 and a very low Debt/Equity ratio (0.16), the stock is severely overvalued based on deterministic models. The current price of $12.91 represents a massive premium over the Graham Number ($3.96) and the Intrinsic Value ($1.12). Furthermore, the dividend payout ratio of 99.81% is unsustainable, and the stock is currently trading above the average analyst target price of $11.74 despite sluggish revenue growth.

Strengths
Strong Piotroski F-Score (7/9) indicating robust operational health
Very low leverage with a Debt/Equity ratio of 0.16
Healthy liquidity with a Current Ratio of 1.57
Risks
Extreme valuation gap between market price and Graham/Intrinsic values
Unsustainable dividend payout ratio (99.81%)
Stagnant revenue growth (2.40% YoY)

Compare Another Pair

GLW vs NOK: Head-to-Head Comparison

This page compares Corning Incorporated (GLW) and Nokia Oyj (NOK) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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