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.
-6.49%
Both companies show declining cash positions (-6.49% vs ON's -16.69%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-25.86%
Both ON and the company show zero Short-Term Investments Growth.
-17.41%
Similar yoy growth to ON's -16.69%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
12.39%
Receivables growth above 1.5x ON's 6.12%. Michael Burry would check for potential credit bubble or inflated top-line.
5.72%
Inventory growth 50-75% of ON's 8.03%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
1.80%
Other current assets growth < half of ON's 3.97%. David Dodd sees a leaner approach to short-term items.
-3.05%
0.75-0.9x ON's -4.01%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
2.47%
Below half ON's 5.84%. 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.
-1.21%
1.1-1.25x ON's -1.00%. Bill Ackman wonders if the firm invests more in intangible IP or capitalizes R&D aggressively.
-0.32%
Less than half of ON's 0.44%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-13.10%
Below half of ON's -7400.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
2.46%
Higher Tax Assets Growth compared to ON's zero value, indicating worse performance.
-26.32%
Less than half of ON's 28.36%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.21%
Below half of ON's 3.33%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.67%
≥ 1.5x ON's -0.19%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-2.52%
Less than half of ON's 17.29%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-94.32%
Above 1.5x ON's -37.93%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-10.53%
Less than half of ON's 12.84%. 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.
2.94%
50-75% of ON's 5.84%. Bruce Berkowitz notes relatively lower DTL growth.
2.96%
Less than half of ON's -0.89%. David Dodd notes more conservative expansions in non-current obligations.
2.96%
Less than half of ON's -21.51%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.08%
Similar yoy to ON's -7.98%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.75%
0.5-0.75x ON's 5.46%. Martin Whitman is wary of weaker retention or lower profitability.
-4.31%
Less than half of ON's 3.07%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.51%
Below half ON's 10.37%. Michael Burry sees potential underperformance in building shareholder capital.
-1.67%
≥ 1.5x ON's -0.19%. David Dodd sees faster overall balance sheet growth than competitor.
-22.17%
Below half ON's -7400.00%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
6.49%
Less than half of ON's -23.47%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
