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.
-18.23%
Both companies show declining cash positions (-18.23% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-23.39%
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.
-21.66%
Cash + STI yoy ≥ 1.5x ON's -6.17%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-2.29%
Receivables growth less than half of ON's 12.36%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
4.58%
Inventory growth above 1.5x ON's 0.43%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-0.17%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
-10.70%
Below half of ON's 0.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.46%
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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16.44%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.67%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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-4.42%
≥ 1.5x ON's -0.96%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-67.82%
Above 1.5x ON's -4.49%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-5.63%
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.
-20.47%
Above 1.5x ON's -1.06%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-3.11%
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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0.78%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
-1.27%
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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-10.98%
Above 1.5x ON's -0.77%. Michael Burry sees a potential leverage warning sign.
0.26%
Higher Common Stock (Book Value) Growth compared to ON's zero value, indicating worse performance.
0.25%
Higher Retained Earnings Growth compared to ON's zero value, indicating better performance.
-13.21%
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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1.07%
Below half ON's -1.11%. Michael Burry sees potential underperformance in building shareholder capital.
-4.42%
≥ 1.5x ON's -0.96%. David Dodd sees faster overall balance sheet growth than competitor.
-23.39%
Below half ON's -100.00%. Michael Burry suspects major underinvestment or forced divestment.
-3.24%
Less than half of ON's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
41.23%
Similar yoy changes to ON's 39.54%. Walter Schloss sees parallel net leverage strategies.