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Corning Inc (GLW)

Valor Justo
TechnologyElectronic ComponentsUnited States

Fundamental

65

Precio

$153.76

Capitalización Bursátil

$130.31B

Parte 1 · Cuánto vale la empresa

Resumen

Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry, businesses, governments, and individuals. It also offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld devices. In addition, it manufactures products that offer material formulations for glass, glass ceramics, crystals, precision metrology instruments, and software, as well as glass wafers and substrates, tinted sunglasses, and radiation shielding products for markets, such as mobile consumer electronics, semiconductor equipment optics and consumables, aerospace and defense optics, radiation shielding products, sunglasses, and telecommunications components. Further, the company provides ceramic substrates and filter products for emissions control in mobile, gasoline, and diesel applications, as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offers polysilicon products and pharmaceutical glass tubing and vials. The company was formerly known as Corning Glass Works and changed its name to Corning Incorporated in April 1989. Corning Incorporated was founded in 1851 and is headquartered in Corning, New York.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

AGC Inc. (旭硝子 / AGC株式会社)5201.T

AGC is the other global maker of fusion-drawn glass substrates for flat-panel displays and of cover glass for phones and cars, and Corning names it as a principal competitor in both Display Technologies and Specialty Materials.

Nippon Electric Glass Co., Ltd. (日本電気硝子株式会社)5214.T

Nippon Electric Glass sells display glass substrates and specialty glass to the same panel makers and electronics customers, and is the third supplier in a market that Corning and AGC otherwise dominate.

CommScope Holding Company, Inc.COMM

CommScope bids against Corning for the fibre cable, connectors and data-centre cabling bought by the same telecom carriers and hyperscale operators.

Prysmian S.p.A.PRY.MI

Prysmian is the other large manufacturer of optical fibre and cable systems for carrier networks, competing with Corning for the same network build-out contracts, mainly in Europe.

NGK Insulators, Ltd. (日本碍子株式会社)5333.T

NGK Insulators makes the ceramic substrates and particulate filters that carmakers and truck makers fit for emissions control, the same products as Corning's Environmental Technologies segment.

SCHOTT AGNot tracked

Schott, privately held by the Carl Zeiss Foundation, competes in specialty glass — pharmaceutical tubing and vials, and technical glass for electronics and optics — where Corning sells to the same pharma and device customers.

Balance y Liquidez

Ingresos

$16.96B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$1.90B

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

-

Patrimonio Neto Total

$11.81B

Pasivo Total

$18.67B

Ratio de Liquidez

1.81

Cobertura de Intereses

7.28

Deuda/EBITDA

2.30

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$129.29

Precio Actual

$153.76

Margen de Seguridad

-18.9%

Rango de Valor Justo

$84.04 - $174.54

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$189.94
Flujo de caja descontado (DCF):$78.77
Múltiplo sobre beneficios (P/E):$89.81
Fórmula de crecimiento de Graham:$107.03
Valor de la capacidad de generar beneficios (EPV):$21.32
P/B justificado:$24.91
Descuento de dividendos (Gordon):$18.32
P/FFO, fondos de operaciones:Datos insuficientes para calcularlo
Beneficios de mitad de ciclo:$70.94
Múltiplo sobre ingresos:$98.96
Consenso de Analistas:Compra Fuerte (16B / 5H / 0S)
Última Sorpresa de Resultados:+2.21%

Métricas de Valoración

Ratio P/E

70.53

ROE

13.5%

Ratio P/B

10.55

P/FCF

-

Margen Bruto

36.4%

ROIC

7.6%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

7.6%

WACC

10.4%

ROIC − WACC

-2.8 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (18)

  • EPS shows upward trend
  • Price CAGR 21.23%
  • ROIC 7.6%
  • Gross Margin 36.4%
  • Debt/Equity ratio
  • Operating Margin 15.3%
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 15.9%
  • Revenue Growth 5Y 6.7%
  • Analyst Consensus 76% Buy
  • Earnings Quality (OCF/NI) 2.06
  • Share Dilution -0.0%
  • Net Margin Trend 11.2% vs 5.8%
  • Piotroski F-Score 7/9

Fallido (6)

  • EPS CAGR 1.75%
  • P/B Ratio 10.55
  • Price below Graham Number
  • DCF valuation (Unknown)
  • Earnings Surprise avg 0.9%
  • PEG Ratio 3.07

No disponible (4)

  • P/FCF NaN
  • Dividend Payout NaN%
  • Positive Free Cash Flow
  • CapEx intensity

Piotroski F-Score

7/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

2.06

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

0.0%

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Wendell P. WeeksChairman, President & CEO65
Mr. Avery H. Nelson IIIExecutive VP & COO56
Ms. Ann H. S. NicholsonVice President of Investor Relations-
Kevin G. CorlissVP of Global Employee Relations & Chief Compliance Officer-
Ms. Michelle L. GulloSenior VP & Chief Human Resources Officer58
Mr. Martin J. CurranExecutive VP & Innovation Officer66
Mr. John P. MacMahonSenior Vice President of Global Compensation & Benefits-
Mr. Li FangSenior Vice President of Corning International & New Business Development of Solar62
Charles R. CraigSenior Vice President of Science & Technology, Administration and Operations-
Timothy J. ReganSenior Vice President of Global Government Affairs-

Riesgo de Auditoría

3

Riesgo del Consejo

8

Riesgo de Compensación

8

Riesgo de Derechos del Accionista

6

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-12

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-07-29

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-09-11

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for GLW, sourced from Markets Gazette.

  • 5/12/2026POSITIVE
    If You Invested $100 In Corning Stock 5 Years Ago, You Would Have This Much Today

    An investment of $100 in Corning Inc. (GLW) five years ago would have yielded a significant return, illustrating the stock's strong performance over the period. While specific figures are not provided in the prompt, the implication of a substantial increase suggests robust business operations and market positioning. Investors considering GLW should analyze the drivers behind this growth, such as innovation in specialty glass and ceramics, demand from the telecommunications and automotive sectors, and the company's strategic initiatives. This historical performance may indicate a positive outlook for future returns, warranting further due diligence.

  • 4/16/2026NEGATIVE
    Corning Stock Is Sliding Today: What's Behind The Drop?

    Corning Inc. (NYSE:GLW) experienced a notable decline in its stock price on Thursday following a downgrade from J.P. Morgan. The investment bank cited concerns that the stock's recent upward trajectory has led to an overvalued position. This analyst action suggests that the market may have priced in too much optimism, potentially limiting further upside and increasing downside risk for investors.

  • 3/11/2026POSITIVE
    Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now

    Corning Inc. is emerging as a significant player in the artificial intelligence revolution, positioning itself as a strong contender against established semiconductor giants like Nvidia, AMD, and Broadcom. The company's involvement in AI infrastructure suggests a robust growth trajectory. Investors are taking note of Corning's strategic pivot and its potential to capture substantial market share in the rapidly expanding AI sector. This development could lead to significant upside for the stock as demand for AI-enabling components escalates.

  • 12/5/2024POSITIVE
    How the 173-year-old glassmaker behind Edison’s light bulb and iPhone screens became a Silicon Valley darling

    Corning Inc., a 173-year-old glassmaker, is experiencing a resurgence as a Silicon Valley darling, according to CEO Wendell Weeks. The company, historically known for innovations like Edison's light bulb and screens for smartphones, is now a key player in powering the AI revolution through its fiber-optic cables. This strategic positioning in high-growth sectors like AI and advanced displays suggests a strong future outlook for the company. Investors are likely to view Corning's adaptability and its role in critical technological infrastructure as positive indicators for future growth and market relevance.

via Markets Gazette