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.
-6.23%
Both companies show declining cash positions (-6.23% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-72.49%
Short-term investments yoy growth below half of ON's 20.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-14.29%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-1.06%
Receivables growth less than half of ON's 12.36%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.41%
Inventory growth above 1.5x ON's 0.43%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-40.36%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
-8.16%
Below half of ON's 0.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
10.32%
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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No Data
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No Data
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-1.31%
Less than half of ON's 1.25%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
11.03%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
9.66%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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-1.01%
Similar yoy to ON's -0.96%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-57.46%
Above 1.5x ON's -4.49%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
37.04%
Higher Short-Term Debt Growth compared to ON's zero value, indicating worse performance.
No Data
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-100.00%
Both ON and the company show zero Deferred Revenue (Current) Growth.
-100.00%
Less than half of ON's 1.11%. David Dodd sees fewer expansions in other current obligations.
-18.54%
Above 1.5x ON's -1.06%. Michael Burry sees a red flag for liquidity risk vs. competitor.
37.44%
Above 1.5x ON's 0.13%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
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5.41%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
18.74%
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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-4.47%
Above 1.5x ON's -0.77%. Michael Burry sees a potential leverage warning sign.
No Data
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4.55%
Higher Retained Earnings Growth compared to ON's zero value, indicating better performance.
6.67%
50-75% of ON's 10.80%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
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3.32%
Below half ON's -1.11%. Michael Burry sees potential underperformance in building shareholder capital.
-1.01%
Similar yoy to ON's -0.96%. Walter Schloss sees parallel expansions in total capital.
-72.49%
0.5-0.75x ON's -100.00%. Martin Whitman sees possible missed opportunities vs. competitor.
37.42%
Above 1.5x ON's 0.13%. Michael Burry sees a major jump. Investigate leverage rationale.
74.30%
Above 1.5x ON's 39.54%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.