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.
70.53%
Cash & equivalents yoy growth at least 1.5x ON's 3.96%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-70.05%
Both ON and the company show zero Short-Term Investments Growth.
4.60%
Cash + STI yoy 1.25-1.5x ON's 3.96%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
-10.64%
Receivables growth less than half of ON's 2.36%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
6.64%
Inventory growth above 1.5x ON's 2.68%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-13.25%
1.25-1.5x ON's -10.38%. Martin Whitman worries about added complexity or intangible expansions.
2.14%
0.75-0.9x ON's 2.78%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
-0.99%
≥ 1.5x ON's -0.52%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-10.98%
Above 1.5x ON's -5.45%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.98%
50-75% of ON's -1.37%. Bruce Berkowitz notes lower intangible reliance than competitor.
5.88%
Higher Long-Term Investments Growth compared to ON's zero value, indicating better performance.
13.46%
Less than half of ON's -1.75%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
4.66%
Less than half of ON's 17.38%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.18%
≥ 1.5x ON's -0.09%. 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.
0.94%
0.75-0.9x ON's 1.14%. Bill Ackman questions if competitor invests more aggressively for growth.
12.67%
Above 1.5x ON's 3.77%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-47.57%
Less than half of ON's 0.87%. David Dodd sees much smaller short-term leverage burden vs. competitor.
188.71%
Higher Tax Payables Growth compared to ON's zero value, indicating worse performance.
188.71%
Higher Deferred Revenue (Current) Growth compared to ON's zero value, indicating better performance.
-5.98%
Higher Other Current Liabilities Growth compared to ON's zero value, indicating worse performance.
-9.16%
Less than half of ON's 1.64%. David Dodd sees a more disciplined short-term liability approach.
13.57%
Above 1.5x ON's 0.04%. Michael Burry suspects significant leverage additions. Check coverage.
4.21%
Higher Non-Current Deferred Revenue Growth compared to ON's zero value, indicating better performance.
-6.25%
Less than half of ON's 1.15%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-16.95%
Less than half of ON's 8.61%. David Dodd notes more conservative expansions in non-current obligations.
6.56%
Above 1.5x ON's 1.28%. 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.
2.64%
Above 1.5x ON's 1.38%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
1.37%
Below half ON's -0.12%. Michael Burry suspects major net losses or high dividends vs. competitor.
-1.83%
1.1-1.25x ON's -1.65%. Bill Ackman questions if the firm has more exposure to market fluctuations.
No Data
No Data available this quarter, please select a different quarter.
-1.16%
Below half ON's 0.66%. Michael Burry sees potential underperformance in building shareholder capital.
0.94%
0.75-0.9x ON's 1.14%. Bill Ackman wonders if competitor invests or leverages more aggressively.
-68.91%
Both ON and the company show zero Total Investments Growth.
3.76%
Above 1.5x ON's 0.16%. Michael Burry sees a major jump. Investigate leverage rationale.
-37.95%
Above 1.5x ON's -2.57%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.