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Corning Inc (GLW)

Sopravvalutato
TechnologyElectronic ComponentsUnited States

Fondamentale

65

Prezzo

$155.57

Capitalizzazione

$130.31B

Parte 1 · Quanto vale l'azienda

Panoramica

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.

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Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Generato il 18 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti

AGC Inc. (旭硝子 / AGC株式会社)5201.T

AGC è l'altro grande produttore mondiale di substrati di vetro per schermi piatti e di vetri di copertura per telefoni e automobili: Corning la indica come concorrente principale sia nel display sia nei materiali speciali.

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

Nippon Electric Glass vende substrati per display e vetri speciali agli stessi produttori di pannelli e di elettronica, ed è il terzo fornitore in un mercato che per il resto si spartiscono Corning e AGC.

CommScope Holding Company, Inc.COMM

CommScope si contende con Corning le stesse gare di cavi in fibra, connettori e cablaggio per data center presso operatori telefonici e grandi gestori di data center.

Prysmian S.p.A.PRY.MI

Prysmian è l'altro grande produttore di fibra ottica e sistemi di cavi per reti di telecomunicazione, e contende a Corning gli stessi appalti di costruzione delle reti, soprattutto in Europa.

NGK Insulators, Ltd. (日本碍子株式会社)5333.T

NGK Insulators produce i substrati ceramici e i filtri antiparticolato che case automobilistiche e costruttori di camion montano per abbattere le emissioni: gli stessi prodotti della divisione ambientale di Corning.

SCHOTT AGNon tracciato

Schott, di proprietà della fondazione Carl Zeiss e non quotata, compete nei vetri speciali — tubi e flaconi per l'industria farmaceutica, vetri tecnici per elettronica e ottica — dove Corning serve gli stessi clienti.

Stato Patrimoniale e Liquidità

Ricavi

$16.96B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$1.90B

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

-

Patrimonio Netto Totale

$11.81B

Passività Totali

$18.67B

Rapporto di Liquidità

1.81

Copertura Interessi

7.28

Debito/EBITDA

2.30

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Caso generaleSopravvalutato

Fair Value

$129.29

Prezzo Attuale

$155.57

Margine di Sicurezza

-20.3%

Range Fair Value

$84.04 - $174.54

Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.

Metodi di Stima

Target degli analisti:$189.94
Flussi di cassa scontati (DCF):$78.77
Multiplo sugli utili (P/E):$89.81
Formula di Graham:$107.03
Valore della capacità di reddito (EPV):$21.32
P/B giustificato:$24.91
Sconto dei dividendi (Gordon):$18.32
P/FFO, i fondi da operazioni:Dati insufficienti per calcolarlo
Utili di mezzo ciclo:$70.94
Multiplo sui ricavi:$98.96
Consenso Analisti:Strong Buy (16B / 5H / 0S)
Ultima Sorpresa Utili:+2.21%

Metriche di Valutazione

Rapporto P/E

70.53

ROE

13.5%

Rapporto P/B

10.55

P/FCF

-

Margine Lordo

36.4%

ROIC

7.6%

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

7.6%

WACC

10.4%

ROIC − WACC

-2.8 pp

Il ROIC è sotto il costo del capitale: l'azienda distrugge valore per ogni dollaro investito.

Criteri di Analisi Fondamentale

Superati (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

Non superati (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

Non disponibili (4)

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

Piotroski F-Score

7/9

Salute finanziaria forte

score
criteria

Qualità degli Utili

2.06

Alta qualità: utili supportati da cash

Diluizione Azionaria

0.0%

Riacquisto azioni. Favorevole agli azionisti

Partecipazioni istituzionali

Governance

Team Dirigenziale

NomeRuoloEtà
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-

Rischio Audit

3

Rischio CdA

8

Rischio Compensi

8

Rischio Diritti Azionisti

6

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Documenti

  • Relazione annuale (10-K)

    Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.

    Depositato il 2026-02-12

    Vedi documento
  • Relazione trimestrale (10-Q)

    Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.

    Depositato il 2026-07-29

    Vedi documento
  • Comunicazione price-sensitive (8-K)

    Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.

    Depositato il 2026-09-11

    Vedi documento

via SEC EDGAR

Storico Ricavi

via SEC EDGAR

Ultime Notizie

Ultime notizie per GLW, da 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