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.
-16.23%
Cash & equivalents declining -16.23% while ON's grows 5.29%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
40.97%
Higher Short-Term Investments Growth compared to ON's zero value, indicating better performance.
21.20%
Cash + STI yoy ≥ 1.5x ON's 5.29%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-6.49%
Similar receivables growth to ON's -6.64%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
2.10%
Inventory growth 1.25-1.5x ON's 1.67%. Martin Whitman worries about slower turnover or potential markdown risk.
70.96%
Above 1.5x ON's 34.55%. Michael Burry might investigate for potential short-term asset misclassification or risk.
15.38%
≥ 1.5x ON's 4.00%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.43%
Below half ON's -0.40%. 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.
3.59%
Less than half of ON's -3.31%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.17%
Less than half of ON's -0.53%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-97.29%
≥ 1.5x ON's -33.33%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
8.45%
Similar yoy growth to ON's 7.92%. Walter Schloss sees comparable tax asset changes or loss usage.
82.06%
Above 1.5x ON's 4.12%. Michael Burry warns of potential hidden liabilities or intangible bloat.
1.22%
≥ 1.5x ON's 0.43%. 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.
7.84%
≥ 1.5x ON's 2.03%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-31.30%
Above 1.5x ON's -8.24%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
125.21%
Above 1.5x ON's 0.10%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
119.77%
Below half of ON's -100.00%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
119.77%
Below half of ON's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
-37.70%
Less than half of ON's -100.00%. David Dodd sees fewer expansions in other current obligations.
7.02%
Less than half of ON's -2.04%. David Dodd sees a more disciplined short-term liability approach.
20.86%
Above 1.5x ON's 0.06%. Michael Burry suspects significant leverage additions. Check coverage.
-100.00%
Both ON and the company show zero Non-Current Deferred Revenue Growth.
-12.70%
Above 1.5x ON's -3.62%. Michael Burry sees a much bigger deferred tax load building up.
50.52%
Less than half of ON's -4.58%. David Dodd notes more conservative expansions in non-current obligations.
18.28%
Less than half of ON's -0.92%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
15.86%
Less than half of ON's -1.37%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.16%
Below half ON's 6.92%. Michael Burry suspects major net losses or high dividends vs. competitor.
0.98%
Less than half of ON's -15.49%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
0.51%
Below half ON's 4.39%. Michael Burry sees potential underperformance in building shareholder capital.
7.84%
≥ 1.5x ON's 2.03%. David Dodd sees faster overall balance sheet growth than competitor.
41.47%
Below half ON's -33.33%. Michael Burry suspects major underinvestment or forced divestment.
26.43%
Above 1.5x ON's 0.02%. Michael Burry sees a major jump. Investigate leverage rationale.
41.74%
Less than half of ON's -14.91%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
