GLW Shares Rally 21% In A Month: How Does the Competition Measure Up?
Here is how Corning (GLW) stacks up against its peers in size, valuation, growth and margin.
- GLW’s operating margin of 12.1% is strong, lower than most peers – trailing DHR (18.4%).
- GLW’s revenue growth of 14.6% in the last 12 months is strong, outpacing TMO, DHR, BDC, LFUS but lagging COMM.
- GLW’s stock gained 63.1% over the past year and trades at a PE of 69.7, though peers like COMM delivered stronger returns.
As a quick background, Corning provides display glass substrates, optical fibers, cables, and equipment for liquid crystal displays, OLEDs, and communication networks across various electronic devices and systems.
| GLW | COMM | TMO | DHR | BDC | LFUS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 57.1 | 3.5 | 185.5 | 148.8 | 5.2 | 6.5 |
| Revenue ($ Bil) | 14.2 | 4.8 | 43.2 | 24.0 | 2.6 | 2.3 |
| PE Ratio | 69.7 | 4.3 | 28.2 | 43.6 | 24.6 | 60.5 |
| LTM Revenue Growth | 14.6% | 20.9% | 2.0% | 1.9% | 6.0% | 1.3% |
| LTM Operating Margin | 12.1% | 12.3% | 18.2% | 18.4% | 11.2% | 13.8% |
| LTM FCF Margin | 8.4% | 5.2% | 14.3% | 20.2% | 8.6% | 13.9% |
| 12M Market Return | 63.1% | 263.8% | -18.8% | -22.5% | 22.7% | -2.9% |
Why does this matter? GLW just went up 20.6% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell GLW Stock to see if Corning holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through GLW Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| GLW | 14.6% | 4.2% | -11.3% | 0.8% |
| COMM | 20.9% | -7.9% | -21.1% | -14.1% |
| TMO | 2.0% | 0.1% | -4.6% | 14.5% |
| DHR | 1.9% | -0.1% | -10.3% | 7.4% |
| BDC | 6.0% | -2.0% | -3.6% | 13.3% |
| LFUS | 1.3% | -7.3% | -6.0% | 20.9% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| GLW | 12.1% | 8.7% | 7.1% | 10.1% |
| COMM | 12.3% | 6.4% | 4.3% | 3.9% |
| TMO | 18.2% | 18.0% | 17.1% | 18.9% |
| DHR | 18.4% | 20.4% | 21.8% | 28.3% |
| BDC | 11.2% | 10.8% | 12.2% | 12.5% |
| LFUS | 13.8% | 12.2% | 16.0% | 20.3% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| GLW | 69.7 | 80.1 | 44.4 | 20.5 |
| COMM | 4.3 | -3.5 | -0.4 | -1.2 |
| TMO | 28.2 | 31.4 | 34.2 | 31.1 |
| DHR | 43.6 | 43.0 | 35.8 | 26.7 |
| BDC | 24.6 | 23.1 | 13.4 | 12.4 |
| LFUS | 60.5 | 58.4 | 25.6 | 14.6 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.