Technology · NYSE/NASDAQ: GLW

CORNING INC /NY

Electronic Components
Market Cap $161.70B
Verdict: Average

Quality Scores

Multi-Bagger
52/100
Compounder Quality
66/100
Management Credibility
74/100
Governance
88/100
Cash Flow Quality
84/100

AI Summary

Corning Inc. (GLW) demonstrates a complex profile of a legacy technology leader navigating high-capital intensity and cyclical end-markets. Over the last decade, the company has successfully expanded its revenue base from $11.5B in 2019 to $15.6B in 2025 (extrapolated), yet net income has remained highly volatile, ranging from a $1.4B loss in 2017 to a peak of $1.9B in 2021. The business is characterized by heavy R&D and Capex requirements to maintain its edge in Display Technologies, Optical Communications, and Hemlock Semiconductor. While the top-line growth is positive, the lack of…

Top Opportunities

  • Consistent positive Cash Flow from Operations
  • Dominant market position in Display glass
  • Strong R&D capabilities in material science

Top Risks

  • Secular decline in Shareholders Equity over 10 years
  • High volatility in annual Net Income
  • Significant margin compression compared to 2016-2018

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