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.
-62.78%
Both companies show declining cash positions (-62.78% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
32.87%
Short-term investments yoy growth ≥ 1.5x ON's 20.00%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-28.71%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-3.45%
Receivables growth less than half of ON's 12.36%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-2.11%
Inventory growth below half of ON's 0.43%. David Dodd would check if that's due to efficiency or supply constraints.
8.46%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
-16.88%
Below half of ON's 0.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.53%
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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No Data
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-26.78%
Less than half of ON's 1.25%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
10.49%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.30%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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-10.15%
≥ 1.5x ON's -0.96%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
221.30%
Less than half of ON's -4.49%. David Dodd sees a more disciplined AP approach or lower volume.
-17.44%
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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No Data
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-18.67%
Above 1.5x ON's -1.06%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-16.49%
Less than half of ON's 0.13%. David Dodd sees more deleveraging vs. competitor.
No Data
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No Data
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0.70%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
-9.16%
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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-14.23%
Above 1.5x ON's -0.77%. Michael Burry sees a potential leverage warning sign.
100.00%
Higher Common Stock (Book Value) Growth compared to ON's zero value, indicating worse performance.
-6.62%
Both ON and the company show zero Retained Earnings Growth.
-152.38%
Less than half of ON's 10.80%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
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-6.42%
≥ 1.5x ON's -1.11%. David Dodd sees stronger capital base growth than competitor.
-10.15%
≥ 1.5x ON's -0.96%. David Dodd sees faster overall balance sheet growth than competitor.
32.87%
Below half ON's -100.00%. Michael Burry suspects major underinvestment or forced divestment.
-16.54%
Less than half of ON's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
131.06%
Above 1.5x ON's 39.54%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.