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.
-64.87%
Both companies show declining cash positions (-64.87% vs ON's -12.86%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-45.39%
Short-term investments yoy growth below half of ON's 59.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-59.09%
Cash + STI yoy ≥ 1.5x ON's -3.58%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
6.70%
Receivables growth less than half of ON's -6.39%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
11.52%
Inventory growth below half of ON's -5.69%. David Dodd would check if that's due to efficiency or supply constraints.
31.90%
Above 1.5x ON's 1.75%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-28.95%
≥ 1.5x ON's -4.73%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
23.10%
Below half ON's -1.75%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
381.71%
Higher Goodwill Growth compared to ON's zero value, indicating worse performance.
1204.86%
Less than half of ON's -2.98%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
555.34%
Less than half of ON's -1.92%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
4.79%
Higher Long-Term Investments Growth compared to ON's zero value, indicating better performance.
-46.27%
Less than half of ON's 7.12%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
4.26%
Less than half of ON's -4.19%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
111.46%
Below half of ON's -1.58%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
22.28%
Below half of ON's -3.32%. Michael Burry sees a potential red flag for stagnation or capital shortage.
0.64%
Less than half of ON's -10.64%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-7.69%
Below half of ON's 305.88%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
No Data
No Data available this quarter, please select a different quarter.
24.30%
Exceeding 1.5x ON's 6.90%. Michael Burry suspects ballooning short-term obligations vs. competitor.
109.24%
Less than half of ON's -3.01%. David Dodd sees a more disciplined short-term liability approach.
20.50%
Less than half of ON's -5.00%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
793.48%
Less than half of ON's -5.38%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
38.03%
Above 1.5x ON's 5.67%. Michael Burry suspects a looming risk from large additions to LT liabilities.
39.87%
Less than half of ON's -2.93%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
59.50%
Less than half of ON's -2.97%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.75%
Below half ON's -6.37%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.58%
Less than half of ON's 11.01%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.13%
Below half ON's -3.98%. Michael Burry sees potential underperformance in building shareholder capital.
22.28%
Below half ON's -3.32%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-37.89%
Below half ON's 59.00%. Michael Burry suspects major underinvestment or forced divestment.
65.84%
Less than half of ON's -3.77%. David Dodd sees less overall debt expansion vs. competitor.
520.74%
Above 1.5x ON's 9.25%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.