Does Corning Stock Lead the Pack?
Corning’s stock has dramatically outperformed over the past year, fueled by its pivot as an AI infrastructure play. While a closer look reveals robust revenue growth and improving profitability driven by optical communications, its premium valuation and potential market concerns about sustained hyperscaler demand suggest limited upside if competition intensifies.
- GLW’s 14.6% operating margin trails APH (25.9%), though GLW aims for 20% via its Springboard plan.
- GLW’s 19.1% revenue growth (AI/optical fiber driven) outpaces TMO, DHR, BDC, lagging APH’s broad interconnect strength.
- GLW’s 207.2% gain, outperforming peers, with a 73.0 PE, signals high investor confidence in AI infrastructure (fiber).
Here’s how Corning stacks up across size, valuation, and profitability versus key peers.
| GLW | TMO | DHR | BDC | APH | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 116.5 | 187.0 | 138.1 | 4.9 | 167.6 |
| Revenue ($ Bil) | 15.6 | 44.6 | 24.6 | 2.7 | 23.1 |
| PE Ratio | 73.0 | 27.9 | 38.2 | 20.7 | 39.2 |
| LTM Revenue Growth | 19.1% | 3.9% | 2.9% | 10.3% | 51.7% |
| LTM Operating Margin | 14.6% | 18.2% | 19.1% | 11.6% | 25.9% |
| LTM FCF Margin | 9.0% | 14.1% | 21.4% | 8.1% | 19.0% |
| 12M Market Return | 207.2% | -4.7% | -4.3% | 24.3% | 123.0% |
For more details on Corning, read Buy or Sell GLW Stock. Below we compare GLW’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| GLW | 19.1% | 19.1% | 4.2% | -11.3% |
| TMO | 3.9% | 3.9% | 0.1% | -4.6% |
| DHR | 2.9% | 2.9% | -0.1% | -10.3% |
| BDC | 10.3% | 10.3% | -2.0% | -3.6% |
| APH | 51.7% | 51.7% | 21.3% | -0.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| GLW | 14.6% | 14.6% | 8.7% | 7.1% |
| TMO | 18.2% | 18.2% | 18.0% | 17.1% |
| DHR | 19.1% | 19.1% | 20.4% | 21.8% |
| BDC | 11.6% | 11.6% | 10.8% | 12.2% |
| APH | 25.9% | 25.9% | 21.6% | 20.7% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| GLW | 73.0 | 46.9 | 80.1 | 44.4 |
| TMO | 27.9 | 32.6 | 31.4 | 34.2 |
| DHR | 38.2 | 45.1 | 43.0 | 35.8 |
| BDC | 20.7 | 19.4 | 23.1 | 13.4 |
| APH | 39.2 | 38.6 | 34.5 | 30.7 |
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