Corning Incorporated (GLW) has a MoatMap StockRank of 71/100 based on Quality (55/100), Value (18/100), and Momentum (80/100) factor scores. The current signal is BUY. Corning is a dominant materials science leader with an un-copyable moat in glass and optical physics. The massive buildout of AI data centers is creating an unprecedented demand inflection for high-density optical connectivity, which requires significantly more fiber than traditional data centers. This creates a powerful macro tailwind that is not fully priced into Corning's legacy glass business. With high switching costs and operating leverage starting to kick in, Corning represents an asymmetric bet on the physical layer of AI infrastructure.
Corning Incorporated is a world leader in materials science, specializing in specialty glass, ceramics, and optical physics, with applications ranging from mobile consumer electronics (Gorilla Glass) and optical fiber to automotive and life sciences. The company's competitive moat is its unparalleled R&D investment, proprietary manufacturing processes, and long-standing customer relationships that integrate its innovative materials into critical products. Corning is a foundational technology provider, consistently delivering breakthrough materials that enable advancements across numerous industries globally.
| Price | $188.77 |
| Market Cap | $157.5B |
| P/E (TTM) | 95.05 |
| P/E (Forward) | 46.81 |
| Price/Book | 15.18 |
| Return on Equity | 16.7% |
| Return on Invested Capital | 9.4% |
| Debt/Equity | 80.36 |
| Gross Margin | 36.4% |
| Operating Margin | 15.7% |
| Revenue Growth | 20.0% |
| Dividend Yield | 0.6% |
| Free Cash Flow | $612M |
Corning Incorporated operates in the Electronic Components industry, part of the Technology sector (United States).