Mulya.ai
Ticker
GLW
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.296
Beta (levered) ?1.377
Terminal OM% ?16.6%
Segment conc. ?40% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

GLW · Corning Incorporated

$147.922026-05-17
Sector: Technology; Industry: Hardware, Equipment & Parts; Sub-Industry: Electronic Components

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$72
-51.1% vs market
Base · active
$54
-63.3% vs market
Bear
$35
-76.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $35
Base $54
Bull $72
Median $125
Market $148
Market Price $148
Mulya.ai Base $54
Analysts Median $125
Mulya.ai IV range ($35 · $72)
Analysts Range ($100 · $145)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$14.1B16.7%20.3%$1.9B−$12MM$1.9B7.5%9.3%$20.2B$2.22
2022.Q4$14.2B0.8%11.3%22.9%$1.2B−$500MM$738MM8.5%6.1%$20.4B$1.53
2023.Q4$12.6B-11.3%7.9%20.6%$789MM−$60MM$729MM8.3%3.9%$20.6B$0.68
2024.Q4$13.1B4.2%9.7%27.2%$923MM−$368MM$555MM8.9%4.6%$19.4B$0.59
2025.Q4$15.6B19.1%16.5%15.1%$2.2B−$448MM$1.7B8.9%10.3%$22.9B$1.8649.4
italics below = DCF projection · 10yr Rev CAGR: 9.2%
2026.Q4$18.7B+19.6%15.9%15.6%$2.5B−$948MM$1.6B9.8%$1.4B10.7%$23.9B$2.6156.7
2027.Q4$21.4B+14.5%17.0%16.1%$3.1B−$1.1B$1.9B9.7%$1.6B12.5%$25.0B$3.1846.5
2028.Q4$24.8B+15.9%17.0%16.6%$3.5B−$2.2B$1.3B9.6%$986MM13.5%$27.2B$3.6740.3
2029.Q4$27.2B+9.5%17.0%17.1%$3.8B−$426MM$3.4B9.4%$2.4B14.0%$27.6B$3.9937.1
2030.Q4$29.1B+7.0%17.0%17.6%$4.1B−$397MM$3.7B9.3%$2.3B14.7%$28.0B$4.2534.8
Term. Yr+$39.1B4.1%16.6%20.0%$5.2B−$1.6B$3.6B8.6%$32.8B13.1%
Active scenario IV: $54 (-63.3% vs market)