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.
8.47%
Similar yoy growth to ON's 8.91%. Walter Schloss would note comparable liquidity profiles, looking for differences in deployment efficiency.
-27.45%
Short-term investments yoy growth below half of ON's 6.10%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-14.64%
Below half of ON's 8.91%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
22.01%
Similar receivables growth to ON's 24.97%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
6.75%
Inventory growth above 1.5x ON's 4.49%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-19.09%
Above 1.5x ON's -7.35%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-6.90%
Below half of ON's 9.57%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
9.05%
≥ 1.5x ON's 5.88%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-9.89%
Above 1.5x ON's -4.62%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.20%
Less than half of ON's -5.94%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
492.00%
Below half of ON's -25.97%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
7.33%
Similar yoy growth to ON's 7.56%. Walter Schloss sees comparable tax asset changes or loss usage.
-31.87%
Less than half of ON's 25.27%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.67%
1.25-1.5x ON's 2.71%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
-2.19%
Below half of ON's 5.64%. Michael Burry sees a potential red flag for stagnation or capital shortage.
11.08%
1.1-1.25x ON's 9.44%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
-0.20%
Less than half of ON's -3.05%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-71.60%
Higher Tax Payables Growth compared to ON's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
19.80%
Less than half of ON's -6.69%. David Dodd sees fewer expansions in other current obligations.
1.27%
Less than half of ON's 9.40%. David Dodd sees a more disciplined short-term liability approach.
-6.86%
Less than half of ON's 0.40%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.26%
Less than half of ON's -10.02%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-11.40%
Similar yoy changes to ON's -11.42%. Walter Schloss sees parallel expansions in other LT liabilities.
-7.56%
Less than half of ON's 1.02%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-5.58%
Less than half of ON's 3.55%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.61%
Below half ON's 15.23%. Michael Burry suspects major net losses or high dividends vs. competitor.
-17.65%
Above 1.5x ON's -10.98%. 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.
0.54%
Below half ON's 7.83%. Michael Burry sees potential underperformance in building shareholder capital.
-2.19%
Below half ON's 5.64%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-27.45%
≥ 1.5x ON's -4.15%. David Dodd sees far stronger investment expansions than competitor.
-6.43%
Less than half of ON's 0.21%. David Dodd sees less overall debt expansion vs. competitor.
-18.76%
Above 1.5x ON's -8.95%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.