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.
14.92%
Cash & equivalents yoy growth below half of ON's 32.73%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
-28.59%
Short-term investments yoy growth below half of ON's -58.65%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-12.88%
Below half of ON's 20.82%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
12.15%
Receivables growth less than half of ON's -7.47%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-3.45%
Inventory growth above 1.5x ON's -2.10%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
3.47%
Other current assets growth < half of ON's 40.63%. David Dodd sees a leaner approach to short-term items.
-6.31%
Below half of ON's 6.61%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.29%
0.75-0.9x ON's -2.83%. Bill Ackman questions if competitor invests more heavily in future capacity.
1.00%
Higher Goodwill Growth compared to ON's zero value, indicating worse performance.
-0.82%
Higher Intangible Assets Growth compared to ON's zero value, indicating worse performance.
-0.82%
Higher Goodwill + Intangibles Growth compared to ON's zero value, indicating worse performance.
1.92%
Below half of ON's -70.97%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
24.29%
Less than half of ON's 70.97%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-1.87%
Less than half of ON's -15.06%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.22%
Below half of ON's -3.01%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-3.72%
Below half of ON's 1.78%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-5.98%
Less than half of ON's 10.90%. David Dodd sees a more disciplined AP approach or lower volume.
-3.77%
Similar yoy changes to ON's -4.19%. Walter Schloss finds a parallel approach to short-term funding.
-2.67%
Below half of ON's 56.10%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-100.00%
≥ 1.5x ON's -5.88%. David Dodd sees stronger subscription/prepayment demand.
24.05%
Less than half of ON's 56.10%. David Dodd sees fewer expansions in other current obligations.
-3.78%
Less than half of ON's 1.14%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-12.50%
Less than half of ON's -50.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-3.52%
Above 1.5x ON's -0.78%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-3.69%
Less than half of ON's 0.09%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-3.76%
Less than half of ON's 0.30%. David Dodd sees far fewer liability expansions relative to competitor.
0.06%
Higher Common Stock (Book Value) Growth compared to ON's zero value, indicating worse performance.
5.06%
≥ 1.5x ON's 1.13%. David Dodd sees higher yoy retained profits than competitor.
9.28%
Less than half of ON's -68.42%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.70%
Below half ON's 2.78%. Michael Burry sees potential underperformance in building shareholder capital.
-3.72%
Below half ON's 1.78%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-26.35%
Below half ON's -58.65%. Michael Burry suspects major underinvestment or forced divestment.
-3.22%
Above 1.5x ON's -0.31%. Michael Burry sees a major jump. Investigate leverage rationale.
-19.49%
Above 1.5x ON's -6.37%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.