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.
-0.08%
Both companies show declining cash positions (-0.08% vs ON's -10.74%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-27.42%
Short-term investments yoy growth 1.25-1.5x ON's -23.57%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
-15.62%
Similar yoy growth to ON's -15.23%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
10.22%
Receivables growth above 1.5x ON's 3.41%. Michael Burry would check for potential credit bubble or inflated top-line.
1.73%
Inventory growth below half of ON's 4.10%. David Dodd would check if that's due to efficiency or supply constraints.
-3.10%
Other current assets growth < half of ON's 13.43%. David Dodd sees a leaner approach to short-term items.
-3.14%
0.75-0.9x ON's -4.11%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
-2.43%
Below half ON's 3.97%. 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.
-3.48%
Similar yoy growth to ON's -3.38%. Walter Schloss sees parallel intangible investment patterns.
-1.41%
50-75% of ON's -2.10%. Bruce Berkowitz notes lower intangible reliance than competitor.
-8.79%
Both ON and the company show zero Long-Term Investments Growth.
-4.64%
Less than half of ON's 9.97%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-4.58%
Less than half of ON's -15.74%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.01%
Below half of ON's 1.41%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-2.44%
≥ 1.5x ON's -1.53%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-5.77%
Less than half of ON's 1.91%. David Dodd sees a more disciplined AP approach or lower volume.
85.53%
Less than half of ON's -29.65%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-4.72%
Below half of ON's 50.00%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-4.72%
≥ 1.5x ON's -0.85%. David Dodd sees stronger subscription/prepayment demand.
18.85%
Less than half of ON's 489.86%. David Dodd sees fewer expansions in other current obligations.
31.35%
Less than half of ON's -4.91%. David Dodd sees a more disciplined short-term liability approach.
-35.75%
Above 1.5x ON's -0.85%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-4.18%
50-75% of ON's -6.16%. Bruce Berkowitz notes relatively lower DTL growth.
3.58%
Less than half of ON's -0.32%. David Dodd notes more conservative expansions in non-current obligations.
-24.66%
Above 1.5x ON's -0.83%. 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.
-6.43%
Above 1.5x ON's -2.99%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
0.94%
≥ 1.5x ON's 0.59%. David Dodd sees higher yoy retained profits than competitor.
0.13%
Less than half of ON's -7.45%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
0.79%
1.25-1.5x ON's 0.58%. Bruce Berkowitz notes an above-average equity expansion.
-2.44%
≥ 1.5x ON's -1.53%. David Dodd sees faster overall balance sheet growth than competitor.
-24.96%
Similar yoy to ON's -23.57%. Walter Schloss notes parallel moves in the investment portfolio.
-11.01%
1.1-1.25x ON's -9.98%. Bill Ackman questions if the firm is outpacing competitor in borrowing.
-14.20%
Above 1.5x ON's -9.26%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.