205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
-48.87%
Both companies show declining cash positions (-48.87% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-48.87%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
19.82%
Receivables growth above 1.5x ON's 12.36%. Michael Burry would check for potential credit bubble or inflated top-line.
0.34%
Similar inventory growth to ON's 0.43%. Walter Schloss notes comparable inventory strategies or sector norms.
1.37%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
2.00%
≥ 1.5x ON's 0.39%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.81%
Below half ON's -3.25%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
3.43%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.77%
Below half of ON's -0.96%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-0.93%
Less than half of ON's -4.49%. David Dodd sees a more disciplined AP approach or lower volume.
188.64%
Higher Short-Term Debt Growth compared to ON's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
2.13%
Exceeding 1.5x ON's 1.11%. Michael Burry suspects ballooning short-term obligations vs. competitor.
7.34%
Less than half of ON's -1.06%. David Dodd sees a more disciplined short-term liability approach.
4.78%
Above 1.5x ON's 0.13%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.18%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
5.76%
Less than half of ON's -0.67%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
6.64%
Less than half of ON's -0.77%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.17%
Both ON and the company show zero Retained Earnings Growth.
No Data
No Data available this quarter, please select a different quarter.
1.07%
Less than half of ON's -1.18%. David Dodd notes simpler yoy equity changes vs. competitor.
-0.97%
0.75-0.9x ON's -1.11%. Bill Ackman wonders if competitor is growing equity faster.
2.77%
Below half ON's -0.96%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
16.84%
Above 1.5x ON's 0.13%. Michael Burry sees a major jump. Investigate leverage rationale.
73.61%
Above 1.5x ON's 39.54%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.