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 ?9.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.155
Beta (levered) ?1.200
Terminal OM% ?19.4%
Segment conc. ?40% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 4 · 20.7%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

GLW · Corning Inc

$223.002026-07-21
Sector: Technology; Industry: Hardware, Equipment & Parts; Sub-Industry: Electronic Components

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$99
-55.6% vs market
Base · active
$84
-62.4% vs market
Bear
$44
-80.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $44
Base $84
Bull $99
Median $180
Market $223
Market Price $223
Mulya.ai Base $84
Analysts Median $180
Mulya.ai IV range ($44 · $99)
Analysts Range ($120 · $228)
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
2024.Q1$12.6B7.8%22.9%$754MM$112MM$866MM9.1%3.7%$20.5B$0.67
2024.Q4$12.6B0.0%7.8%27.2%$711MM−$341MM$371MM8.9%3.6%$19.4B$0.67
2025.Q1$13.1B4.2%9.5%27.1%$908MM−$406MM$502MM9.7%4.6%$19.9B$0.59
2025.Q4$13.1B0.0%9.5%15.1%$1.1B−$418MM$639MM8.9%4.9%$22.9B$0.59
2026.Q1$16.3B24.4%16.8%16.1%$2.3B−$513MM$1.8B9.4%10.2%$22.3B$2.1070.1
italics below = DCF projection · 10yr Rev CAGR: 10.5%
2027.Q1$19.8B+21.6%15.6%16.5%$2.6B−$890MM$1.7B9.2%$1.6B11.4%$23.2B$2.7481.4
2028.Q1$23.6B+19.0%16.6%16.9%$3.3B−$1.3B$1.9B9.2%$1.6B13.6%$24.5B$3.4365.0
2029.Q1$28.2B+19.3%17.3%17.2%$4.0B−$2.5B$1.5B9.1%$1.2B15.6%$27.0B$4.2652.3
2030.Q1$31.3B+11.0%17.3%17.6%$4.5B−$651MM$3.8B9.0%$2.7B16.3%$27.7B$4.7047.4
2031.Q1$33.7B+7.9%17.3%18.0%$4.8B−$592MM$4.2B9.0%$2.7B17.1%$28.3B$5.0544.2
Term. Yr+$46.1B4.1%19.4%20.0%$7.1B−$1.4B$5.7B8.6%$54.1B20.7%
Active scenario IV: $84 (-62.4% vs market)