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.
-11.17%
Cash & equivalents declining -11.17% while ON's grows 18.65%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
0.44%
Higher Short-Term Investments Growth compared to ON's zero value, indicating better performance.
-4.44%
Below half of ON's 18.65%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
15.64%
Receivables growth 1.1-1.25x ON's 12.71%. Bill Ackman would demand reasons for extending more credit than the competitor.
16.67%
Inventory growth above 1.5x ON's 7.11%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
9.13%
Other current assets growth < half of ON's 25.35%. David Dodd sees a leaner approach to short-term items.
3.75%
Below half of ON's 13.68%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.36%
Below half ON's -0.38%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-1.74%
Higher Intangible Assets Growth compared to ON's zero value, indicating worse performance.
-1.74%
Higher Goodwill + Intangibles Growth compared to ON's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-16.29%
Less than half of ON's 30.77%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-9.77%
Less than half of ON's -29.51%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.18%
Below half of ON's -3.05%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.77%
Below half of ON's 4.48%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.81%
Less than half of ON's 9.33%. David Dodd sees a more disciplined AP approach or lower volume.
-0.46%
Less than half of ON's 34.21%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
382.35%
≥ 1.5x ON's 22.51%. David Dodd sees stronger subscription/prepayment demand.
-16.00%
Higher Other Current Liabilities Growth compared to ON's zero value, indicating worse performance.
3.64%
Less than half of ON's 10.70%. David Dodd sees a more disciplined short-term liability approach.
-0.25%
Less than half of ON's -12.82%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.39%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ON's zero value, indicating worse performance.
-2.32%
Less than half of ON's 1.63%. David Dodd notes more conservative expansions in non-current obligations.
-1.80%
Less than half of ON's -11.07%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.48%
Less than half of ON's -7.28%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.46%
Below half ON's -3.10%. Michael Burry suspects major net losses or high dividends vs. competitor.
-1.14%
Less than half of ON's 43.18%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.86%
Below half ON's 28.16%. Michael Burry sees potential underperformance in building shareholder capital.
1.77%
Below half ON's 4.48%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.79%
Higher Total Investments Growth compared to ON's zero value, indicating better performance.
-0.36%
Less than half of ON's -12.41%. David Dodd sees less overall debt expansion vs. competitor.
20.28%
Less than half of ON's -17.60%. David Dodd sees better deleveraging or stronger cash buildup than competitor.