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.
-6.43%
Both companies show declining cash positions (-6.43% vs ON's -4.18%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
12.34%
Higher Short-Term Investments Growth compared to ON's zero value, indicating better performance.
5.38%
Below half of ON's -4.18%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
5.49%
Receivables growth above 1.5x ON's 0.62%. Michael Burry would check for potential credit bubble or inflated top-line.
13.38%
Inventory growth above 1.5x ON's 5.34%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
4.64%
Other current assets growth < half of ON's 14.53%. David Dodd sees a leaner approach to short-term items.
5.31%
≥ 1.5x ON's 1.33%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-4.37%
Below half ON's 23.60%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.16%
Higher Goodwill Growth compared to ON's zero value, indicating worse performance.
-1.36%
Less than half of ON's -23.47%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.36%
Less than half of ON's -23.47%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
28.87%
Below half of ON's -107.35%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-14.95%
Above 1.5x ON's -2.63%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
0.71%
Less than half of ON's 14.20%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.04%
Below half of ON's -3.75%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.66%
Below half of ON's -1.54%. Michael Burry sees a potential red flag for stagnation or capital shortage.
10.68%
Less than half of ON's -3.25%. David Dodd sees a more disciplined AP approach or lower volume.
-59.52%
Less than half of ON's 522.50%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-19.76%
Below half of ON's 13.51%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
27.27%
Below half of ON's -5.72%. Michael Burry suspects a big gap in pre-sales traction.
-19.76%
Less than half of ON's 13.51%. David Dodd sees fewer expansions in other current obligations.
-2.21%
Less than half of ON's 6.10%. David Dodd sees a more disciplined short-term liability approach.
-2.76%
Less than half of ON's 0.23%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-11.22%
50-75% of ON's -22.22%. Bruce Berkowitz notes relatively lower DTL growth.
9.17%
Less than half of ON's -11.88%. David Dodd notes more conservative expansions in non-current obligations.
3.17%
Less than half of ON's -0.03%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.71%
50-75% of ON's 0.99%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
0.98%
Below half ON's -5.54%. Michael Burry suspects major net losses or high dividends vs. competitor.
36.59%
50-75% of ON's 64.91%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
No Data available this quarter, please select a different quarter.
1.99%
Below half ON's -8.40%. Michael Burry sees potential underperformance in building shareholder capital.
1.66%
Below half ON's -1.54%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
16.97%
Below half ON's -107.35%. Michael Burry suspects major underinvestment or forced divestment.
-12.30%
Less than half of ON's 1.71%. David Dodd sees less overall debt expansion vs. competitor.
-59.55%
Less than half of ON's 2.61%. David Dodd sees better deleveraging or stronger cash buildup than competitor.