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.
-52.43%
Both companies show declining cash positions (-52.43% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
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-52.43%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
0.22%
Receivables growth less than half of ON's 12.36%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.84%
Inventory growth above 1.5x ON's 0.43%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-12.44%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
-10.33%
Below half of ON's 0.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.06%
Similar yoy growth to ON's -3.25%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
No Data
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2.92%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.44%
1.25-1.5x ON's -2.20%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
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-6.19%
≥ 1.5x ON's -0.96%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-75.24%
Above 1.5x ON's -4.49%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
36.67%
Higher Short-Term Debt Growth compared to ON's zero value, indicating worse performance.
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1088.64%
Exceeding 1.5x ON's 1.11%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-7.78%
Above 1.5x ON's -1.06%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-13.39%
Less than half of ON's 0.13%. David Dodd sees more deleveraging vs. competitor.
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-2.88%
50-75% of ON's -4.93%. Bruce Berkowitz sees fewer new long-term commitments.
-9.22%
Above 1.5x ON's -0.67%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
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-8.48%
Above 1.5x ON's -0.77%. Michael Burry sees a potential leverage warning sign.
No Data
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1.83%
Higher Retained Earnings Growth compared to ON's zero value, indicating better performance.
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0.73%
Less than half of ON's -1.18%. David Dodd notes simpler yoy equity changes vs. competitor.
-2.61%
≥ 1.5x ON's -1.11%. David Dodd sees stronger capital base growth than competitor.
-6.19%
≥ 1.5x ON's -0.96%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
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-11.77%
Less than half of ON's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
27.00%
50-75% of ON's 39.54%. Bruce Berkowitz notes comparatively lower net debt expansion.