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.
-28.60%
Cash & equivalents declining -28.60% while ON's grows 17.25%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
5.38%
Higher Short-Term Investments Growth compared to ON's zero value, indicating better performance.
-0.73%
Below half of ON's 17.25%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-13.03%
Receivables growth above 1.5x ON's -3.10%. Michael Burry would check for potential credit bubble or inflated top-line.
-16.82%
Inventory growth 1.1-1.25x ON's -13.57%. Bill Ackman would question if the firm overestimates demand vs. competitor.
-2.79%
Other current assets growth < half of ON's 3.27%. David Dodd sees a leaner approach to short-term items.
-2.77%
≥ 1.5x ON's -0.64%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-1.90%
0.5-0.75x ON's -3.26%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
No Data
No Data available this quarter, please select a different quarter.
-4.46%
Similar yoy growth to ON's -4.95%. Walter Schloss sees parallel intangible investment patterns.
-4.46%
Similar yoy changes to ON's -4.95%. Walter Schloss sees parallel intangible strategies or acquisitions.
No Data
No Data available this quarter, please select a different quarter.
84.06%
Above 1.5x ON's 0.99%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-39.55%
Less than half of ON's 1.26%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-12.32%
≥ 1.5x ON's -1.80%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-8.73%
≥ 1.5x ON's -1.35%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-1.30%
50-75% of ON's -2.11%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
-2.33%
Less than half of ON's 17.65%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-78.57%
≥ 1.5x ON's -19.86%. David Dodd sees stronger subscription/prepayment demand.
14.94%
Less than half of ON's -95.88%. David Dodd sees fewer expansions in other current obligations.
-2.23%
Less than half of ON's -12.85%. David Dodd sees a more disciplined short-term liability approach.
1.66%
Above 1.5x ON's 0.26%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-65.01%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ON's zero value, indicating worse performance.
-2.95%
Less than half of ON's 13.85%. David Dodd notes more conservative expansions in non-current obligations.
-12.71%
Less than half of ON's 0.58%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.40%
Above 1.5x ON's -2.79%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-1.66%
Below half ON's -9.88%. Michael Burry suspects major net losses or high dividends vs. competitor.
-149.91%
Above 1.5x ON's -28.71%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-8.83%
Below half ON's 111.38%. Michael Burry sees potential underperformance in building shareholder capital.
-8.73%
≥ 1.5x ON's -1.35%. David Dodd sees faster overall balance sheet growth than competitor.
5.38%
Below half ON's 106.29%. Michael Burry suspects major underinvestment or forced divestment.
1.53%
Above 1.5x ON's 0.43%. Michael Burry sees a major jump. Investigate leverage rationale.
24.75%
Less than half of ON's -2.00%. David Dodd sees better deleveraging or stronger cash buildup than competitor.