CORNING INC /NY vs Steel Dynamics, Inc., two Steel stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GLW and STLD diverge most: on p/s, GLW reads 11.90 and STLD reads 1.88; on debt / equity, GLW reads 0.10 and STLD reads 0.46. The rest of the comparable metrics sit closer together. What GLW's price implies is a demanding bet versus history and the cohort (segment-resolved basis). What STLD's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GLW | STLD |
|---|---|---|
| Price | $223.06 | $245.54 |
| Market cap | $194.3B | $35.7B |
| Sector | Steel | Steel |
| Stage | Cyclical | Cyclical |
| P/E | 107.2 | 26.3 |
| P/B | 15.73 | 3.89 |
| P/S | 11.90 | 1.88 |
| EV/EBITDA | 69.0 | 17.0 |
| Revenue growth | +20.0% | +10.7% |
| Gross margin | 36.9% | 14.7% |
| Operating margin | 15.4% | 10.3% |
| Net margin | 11.1% | 7.2% |
| Return on equity | 14.7% | 15.0% |
| Return on assets | 5.8% | 8.2% |
| Return on invested capital | 14.0% | 10.1% |
| FCF yield | 1.5% | 1.9% |
| Dividend yield | 0.5% | 0.8% |
| Debt / equity | 0.10 | 0.46 |
| Current ratio | 1.61 | 3.13 |
| Altman Z (solvency) | 7.48 | 5.74 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.