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.
-14.78%
Both companies show declining cash positions (-14.78% vs ON's -20.80%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-31.01%
Both ON and the company show zero Short-Term Investments Growth.
-26.21%
Cash + STI yoy ≥ 1.5x ON's -8.65%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
8.29%
Receivables growth less than half of ON's -2.79%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
11.69%
Inventory growth above 1.5x ON's 5.48%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
3.73%
Other current assets growth < half of ON's 20.09%. David Dodd sees a leaner approach to short-term items.
-11.96%
≥ 1.5x ON's -1.57%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
0.13%
Below half ON's -0.05%. 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.
-2.55%
50-75% of ON's -3.45%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-0.72%
Less than half of ON's 3.37%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-6.72%
Both ON and the company show zero Long-Term Investments Growth.
-3.97%
Less than half of ON's 1571.43%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
17.81%
Above 1.5x ON's 10.19%. Michael Burry warns of potential hidden liabilities or intangible bloat.
0.46%
0.5-0.75x ON's 0.76%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.18%
≥ 1.5x ON's -0.44%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-5.58%
50-75% of ON's -8.00%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
-82.30%
Higher Tax Payables Growth compared to ON's zero value, indicating worse performance.
10.55%
≥ 1.5x ON's 1.34%. David Dodd sees stronger subscription/prepayment demand.
-48.01%
Higher Other Current Liabilities Growth compared to ON's zero value, indicating worse performance.
-12.72%
1.1-1.25x ON's -10.64%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-6.67%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ON's zero value, indicating worse performance.
-7.89%
Less than half of ON's 1.24%. David Dodd notes more conservative expansions in non-current obligations.
-7.84%
Above 1.5x ON's -3.05%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-12.17%
Above 1.5x ON's -5.36%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
4.03%
0.75-0.9x ON's 5.30%. Bill Ackman questions if competitor reinvests profits more robustly.
48.89%
Less than half of ON's -58.33%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.95%
Below half ON's 79.70%. Michael Burry sees potential underperformance in building shareholder capital.
-7.18%
≥ 1.5x ON's -0.44%. David Dodd sees faster overall balance sheet growth than competitor.
2.52%
Higher Total Investments Growth compared to ON's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
15.17%
Above 1.5x ON's 0.91%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.