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.
-50.00%
Both companies show declining cash positions (-50.00% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
60.92%
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.
5.00%
Below half of ON's -6.17%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-2.35%
Receivables growth less than half of ON's 12.36%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
4.56%
Inventory growth above 1.5x ON's 0.43%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
9.29%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
2.58%
≥ 1.5x ON's 0.39%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-3.79%
1.25-1.5x ON's -3.25%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
No Data
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No Data
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No Data
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No Data
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-79.09%
Less than half of ON's 1.25%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
38.11%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
10.53%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.96%
Below half of ON's -0.96%. Michael Burry sees a potential red flag for stagnation or capital shortage.
252.19%
Less than half of ON's -4.49%. David Dodd sees a more disciplined AP approach or lower volume.
-0.37%
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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-0.36%
Less than half of ON's -1.06%. David Dodd sees a more disciplined short-term liability approach.
-1.25%
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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-10.19%
Above 1.5x ON's -4.93%. Michael Burry suspects a looming risk from large additions to LT liabilities.
10.54%
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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5.19%
Less than half of ON's -0.77%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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3.34%
Higher Retained Earnings Growth compared to ON's zero value, indicating better performance.
479.49%
Above 1.5x ON's 10.80%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
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8.28%
Below half ON's -1.11%. Michael Burry sees potential underperformance in building shareholder capital.
6.96%
Below half ON's -0.96%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
60.92%
Below half ON's -100.00%. Michael Burry suspects major underinvestment or forced divestment.
-1.07%
Less than half of ON's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
230.70%
Above 1.5x ON's 39.54%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.