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.
-30.88%
Both companies show declining cash positions (-30.88% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-79.49%
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.
-32.74%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
10.02%
Similar receivables growth to ON's 12.36%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
-13.16%
Inventory growth below half of ON's 0.43%. David Dodd would check if that's due to efficiency or supply constraints.
-3.66%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
-6.53%
Below half of ON's 0.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
11.48%
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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-7.17%
Less than half of ON's 1.25%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
47.07%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
13.72%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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3.42%
Below half of ON's -0.96%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-13.21%
Above 1.5x ON's -4.49%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
149.40%
Higher Short-Term Debt Growth compared to ON's zero value, indicating worse performance.
No Data
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No Data
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0.28%
Less than half of ON's -1.06%. David Dodd sees a more disciplined short-term liability approach.
37.12%
Above 1.5x ON's 0.13%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
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No Data
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1.57%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
19.45%
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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9.67%
Less than half of ON's -0.77%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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-5.89%
Both ON and the company show zero Retained Earnings Growth.
No Data
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No Data
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-3.83%
≥ 1.5x ON's -1.11%. David Dodd sees stronger capital base growth than competitor.
3.42%
Below half ON's -0.96%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-79.49%
0.75-0.9x ON's -100.00%. Bill Ackman wonders if competitor invests more confidently.
44.26%
Above 1.5x ON's 0.13%. Michael Burry sees a major jump. Investigate leverage rationale.
268.29%
Above 1.5x ON's 39.54%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.