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.
-12.87%
Both companies show declining cash positions (-12.87% vs ON's -8.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
22.36%
Short-term investments yoy growth 1.25-1.5x ON's 20.00%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
15.61%
Below half of ON's -6.17%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
16.07%
Receivables growth 1.25-1.5x ON's 12.36%. Martin Whitman would worry that the company may be booking revenue too aggressively.
9.29%
Inventory growth above 1.5x ON's 0.43%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
6.87%
Other current assets growth < half of ON's 24.29%. David Dodd sees a leaner approach to short-term items.
13.84%
≥ 1.5x ON's 0.39%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.29%
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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-13.16%
Less than half of ON's 1.25%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
49.51%
Less than half of ON's -6.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
23.84%
Below half of ON's -2.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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19.47%
Below half of ON's -0.96%. Michael Burry sees a potential red flag for stagnation or capital shortage.
12.64%
Less than half of ON's -4.49%. David Dodd sees a more disciplined AP approach or lower volume.
0.38%
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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17.32%
Less than half of ON's -1.06%. David Dodd sees a more disciplined short-term liability approach.
20.73%
Above 1.5x ON's 0.13%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
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151.89%
Less than half of ON's -12.50%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-1.07%
Less than half of ON's -4.93%. David Dodd notes more conservative expansions in non-current obligations.
26.20%
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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21.94%
Less than half of ON's -0.77%. David Dodd sees far fewer liability expansions relative to competitor.
101.52%
Higher Common Stock (Book Value) Growth compared to ON's zero value, indicating worse performance.
6.38%
Higher Retained Earnings Growth compared to ON's zero value, indicating better performance.
636.92%
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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17.88%
Below half ON's -1.11%. Michael Burry sees potential underperformance in building shareholder capital.
19.47%
Below half ON's -0.96%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
22.36%
Below half ON's -100.00%. Michael Burry suspects major underinvestment or forced divestment.
16.35%
Above 1.5x ON's 0.13%. Michael Burry sees a major jump. Investigate leverage rationale.
27.33%
50-75% of ON's 39.54%. Bruce Berkowitz notes comparatively lower net debt expansion.