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.
-18.22%
Both companies show declining cash positions (-18.22% vs ON's -2.63%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
24.01%
Short-term investments yoy growth below half of ON's -100.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-0.44%
Below half of ON's -2.63%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
2.90%
Receivables growth less than half of ON's 12.42%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.52%
Inventory growth 50-75% of ON's 3.91%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
16.72%
Similar to ON's 17.12%. Walter Schloss would confirm standard short-term asset patterns.
0.74%
Below half of ON's 3.84%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
27.85%
≥ 1.5x ON's 3.97%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-12.37%
Less than half of ON's 27.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.27%
Less than half of ON's 18.52%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
55.56%
Below half of ON's -100.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-14.89%
Above 1.5x ON's -4.14%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
15.61%
50-75% of ON's 25.45%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
13.45%
1.25-1.5x ON's 10.29%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
6.03%
0.75-0.9x ON's 7.66%. Bill Ackman questions if competitor invests more aggressively for growth.
9.56%
Above 1.5x ON's 5.97%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
19.80%
Higher Tax Payables Growth compared to ON's zero value, indicating worse performance.
-100.00%
Both ON and the company show zero Deferred Revenue (Current) Growth.
135.03%
Less than half of ON's 682.41%. David Dodd sees fewer expansions in other current obligations.
6.46%
Similar yoy to ON's 6.88%. Walter Schloss sees parallel short-term liability strategies.
0.03%
Less than half of ON's 0.12%. David Dodd sees more deleveraging vs. competitor.
-38.76%
Both ON and the company show zero Non-Current Deferred Revenue Growth.
1.16%
Less than half of ON's -7.69%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-23.19%
Less than half of ON's 27.68%. David Dodd notes more conservative expansions in non-current obligations.
0.75%
Less than half of ON's 3.76%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.99%
Less than half of ON's 4.70%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.39%
Below half ON's 21.20%. Michael Burry suspects major net losses or high dividends vs. competitor.
49.84%
Above 1.5x ON's 16.46%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
9.73%
0.75-0.9x ON's 11.20%. Bill Ackman wonders if competitor is growing equity faster.
6.03%
0.75-0.9x ON's 7.66%. Bill Ackman wonders if competitor invests or leverages more aggressively.
24.01%
Below half ON's -100.00%. Michael Burry suspects major underinvestment or forced divestment.
0.03%
Less than half of ON's -1.25%. David Dodd sees less overall debt expansion vs. competitor.
49.81%
Less than half of ON's -0.13%. David Dodd sees better deleveraging or stronger cash buildup than competitor.