GLW vs the Competition: Which Stock Comes Out on Top?
Here is how Corning (GLW) stacks up against its peers in size, valuation, growth and margin.
- GLW’s operating margin of 9.8% is modest, but lowest among peers; DHR has 20.3%.
- GLW’s revenue growth of 9.8% in the last 12 months is moderate, outpacing COMM, TMO, DHR, BDC, LFUS.
- GLW’s stock gained 48.8% over the past year with a PE of 116.7, though peers like COMM delivered stronger returns.
| GLW | COMM | TMO | DHR | BDC | LFUS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 53.0 | 1.8 | 182.3 | 148.2 | 5.2 | 5.9 |
| Revenue ($ Bil) | 13.6 | 4.8 | 42.9 | 23.8 | 2.6 | 2.2 |
| PE Ratio | 116.7 | 2.2 | 28.0 | 39.4 | 24.6 | 58.4 |
| LTM Revenue Growth | 9.8% | 6.4% | 1.0% | 0.3% | 6.0% | -7.3% |
| LTM Operating Margin | 9.8% | 11.4% | 18.3% | 20.3% | 11.2% | 12.2% |
| LTM FCF Margin | 7.9% | 4.8% | 15.7% | 20.6% | 8.6% | 13.3% |
| 12M Market Return | 48.8% | 261.0% | -19.9% | -23.5% | 42.0% | -8.2% |
Why does this matter? GLW just went up 19.6% in a month, and surely, that warrants another look. And without benchmarks, you can mistake hype for strength or overlook hidden value. Peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, or just delivering average results.
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 | 9.8% | 4.2% | -11.3% | 0.8% |
| COMM | 6.4% | -7.9% | -21.1% | -14.1% |
| TMO | 1.0% | 0.1% | -4.6% | 14.5% |
| DHR | 0.3% | -0.1% | -10.3% | 7.4% |
| BDC | 6.0% | -2.0% | -3.6% | 13.3% |
| LFUS | -7.3% | -7.3% | -6.0% | 20.9% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| GLW | 9.8% | 8.7% | 7.1% | 10.1% |
| COMM | 11.4% | 6.4% | 4.3% | 3.9% |
| TMO | 18.3% | 18.0% | 17.1% | 18.9% |
| DHR | 20.3% | 20.4% | 21.8% | 28.3% |
| BDC | 11.2% | 10.8% | 12.2% | 12.5% |
| LFUS | 12.2% | 12.2% | 16.0% | 20.3% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| GLW | 86.2 | 80.1 | 44.4 | 20.5 |
| COMM | 1.4 | -3.5 | -0.4 | -1.2 |
| TMO | 28.9 | 31.4 | 34.2 | 31.1 |
| DHR | 37.6 | 43.0 | 35.8 | 26.7 |
| BDC | 18.9 | 23.1 | 13.4 | 12.4 |
| LFUS | 48.7 | 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 the S&P 500 over the last 4-year period. 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.