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.
-22.88%
Both companies show declining cash positions (-22.88% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
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-22.88%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
6.53%
Receivables growth 50-75% of ON's 12.36%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
-4.17%
Inventory growth below half of ON's 0.43%. David Dodd would check if that's due to efficiency or supply constraints.
-5.06%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
-3.52%
Below half of ON's 0.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-0.52%
Below half ON's -3.25%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
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15.50%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.98%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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-1.07%
1.25-1.5x ON's -0.96%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
-11.14%
Above 1.5x ON's -4.49%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
28.95%
Higher Short-Term Debt Growth compared to ON's zero value, indicating worse performance.
No Data
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7.81%
Exceeding 1.5x ON's 1.11%. Michael Burry suspects ballooning short-term obligations vs. competitor.
2.61%
Less than half of ON's -1.06%. David Dodd sees a more disciplined short-term liability approach.
19.01%
Above 1.5x ON's 0.13%. Michael Burry suspects significant leverage additions. Check coverage.
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14.46%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
17.32%
Less than half of ON's -0.67%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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9.81%
Less than half of ON's -0.77%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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-14.86%
Both ON and the company show zero Retained Earnings Growth.
No Data
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0.17%
Less than half of ON's -1.18%. David Dodd notes simpler yoy equity changes vs. competitor.
-14.27%
≥ 1.5x ON's -1.11%. David Dodd sees stronger capital base growth than competitor.
-1.07%
1.25-1.5x ON's -0.96%. Bruce Berkowitz checks if expansions are well-justified by ROI.
No Data
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19.44%
Above 1.5x ON's 0.13%. Michael Burry sees a major jump. Investigate leverage rationale.
57.94%
1.25-1.5x ON's 39.54%. Martin Whitman is wary of heavier net leverage vs. competitor.