Corning Inc (GLW)
Valor JustoFundamental
65
Preço
$153.76
Capitalização de Mercado
$130.31B
Parte 1 · Quanto vale a empresa
Visão Geral
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 setembro de 2026 with claude-haiku-4-5 — shared with all users
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 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 bids against Corning for the fibre cable, connectors and data-centre cabling bought by the same telecom carriers and hyperscale operators.
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 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, 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.
Balanço & Liquidez
Receita
$16.96B
Últimos 12 meses (até 30/06/2026)
Resultado Líquido
$1.90B
Últimos 12 meses (até 30/06/2026)
Fluxo de Caixa Livre
-
Capital Próprio Total
$11.81B
Passivo Total
$18.67B
Rácio de Liquidez
1.81
Cobertura de Juros
7.28
Dívida/EBITDA
2.30
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Quanto pesa a dívida
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$129.29
Preço Atual
$153.76
Margem de Segurança
-18.9%
Intervalo de Valor Justo
$84.04 - $174.54
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
70.53
ROE
13.5%
Rácio P/B
10.55
P/FCF
-
Margem Bruta
36.4%
ROIC
7.6%
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
7.6%
WACC
10.4%
ROIC − WACC
-2.8 pp
O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.
Critérios de Análise Fundamental
Aprovado (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
Reprovado (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
Indisponível (4)
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
Piotroski F-Score
Saúde financeira sólida
Qualidade dos Resultados
Alta qualidade: resultados respaldados por caixa
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| Mr. Wendell P. Weeks | Chairman, President & CEO | 65 |
| Mr. Avery H. Nelson III | Executive VP & COO | 56 |
| Ms. Ann H. S. Nicholson | Vice President of Investor Relations | - |
| Kevin G. Corliss | VP of Global Employee Relations & Chief Compliance Officer | - |
| Ms. Michelle L. Gullo | Senior VP & Chief Human Resources Officer | 58 |
| Mr. Martin J. Curran | Executive VP & Innovation Officer | 66 |
| Mr. John P. MacMahon | Senior Vice President of Global Compensation & Benefits | - |
| Mr. Li Fang | Senior Vice President of Corning International & New Business Development of Solar | 62 |
| Charles R. Craig | Senior Vice President of Science & Technology, Administration and Operations | - |
| Timothy J. Regan | Senior Vice President of Global Government Affairs | - |
Risco de Auditoria
3
Risco do Conselho
8
Risco de Remuneração
8
Risco dos Direitos dos Acionistas
6
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Documentos
- Ver documento
Relatório anual (10-K)
Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.
Arquivado em 2026-02-12
- Ver documento
Relatório trimestral (10-Q)
Uma atualização sobre o desempenho financeiro dos últimos três meses.
Arquivado em 2026-07-29
- Ver documento
Relatório de fato relevante (8-K)
Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.
Arquivado em 2026-09-11
via SEC EDGAR
Histórico de Resultados
via SEC EDGAR
Latest News
Recent headlines for GLW, sourced from Markets Gazette.
- 5/12/2026POSITIVEIf 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.
- 4/16/2026NEGATIVECorning 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.
- 3/11/2026POSITIVEMeet 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.
- 12/5/2024POSITIVEHow 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