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.
-8.66%
Cash & equivalents declining -8.66% while ON's grows 33.02%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
13.70%
Short-term investments yoy growth below half of ON's -39.33%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
3.47%
Below half of ON's 21.48%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-11.01%
Receivables growth above 1.5x ON's -1.44%. Michael Burry would check for potential credit bubble or inflated top-line.
7.71%
Inventory growth above 1.5x ON's 2.16%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-7.77%
Other current assets growth < half of ON's 14.04%. David Dodd sees a leaner approach to short-term items.
-0.39%
Below half of ON's 10.51%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.23%
Below half ON's -1.37%. 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.
-7.25%
Higher Intangible Assets Growth compared to ON's zero value, indicating worse performance.
-1.60%
Less than half of ON's 2.82%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
1.59%
Below half of ON's 100.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-0.22%
Less than half of ON's -100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
49.35%
Similar yoy growth to ON's 62.41%. Walter Schloss sees parallel approach in non-core expansions.
4.16%
≥ 1.5x ON's 2.35%. 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.
1.81%
Below half of ON's 6.14%. Michael Burry sees a potential red flag for stagnation or capital shortage.
7.71%
Less than half of ON's 17.46%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-13.51%
50-75% of ON's -25.37%. Bruce Berkowitz sees a relatively controlled tax liability increase.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-4.51%
Less than half of ON's 10.34%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Both ON and the company show zero Non-Current Deferred Revenue Growth.
11.67%
1.25-1.5x ON's 8.66%. Martin Whitman is wary of heavier DTL expansions.
60.13%
Above 1.5x ON's 3.79%. Michael Burry suspects a looming risk from large additions to LT liabilities.
0.87%
Above 1.5x ON's 0.08%. 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.
-2.76%
Less than half of ON's 4.34%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.34%
0.5-0.75x ON's 4.32%. Martin Whitman is wary of weaker retention or lower profitability.
8.41%
Less than half of ON's -1.56%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.01%
Below half ON's 8.92%. Michael Burry sees potential underperformance in building shareholder capital.
1.81%
Below half ON's 6.14%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.19%
Below half ON's -39.33%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
8.66%
Less than half of ON's -18.51%. David Dodd sees better deleveraging or stronger cash buildup than competitor.