205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
5.78%
Revenue growth above 1.5x ON's 1.59%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
1.19%
Gross profit growth under 50% of ON's 87.85%. Michael Burry would be concerned about a severe competitive disadvantage.
8.44%
EBIT growth below 50% of ON's 138.01%. Michael Burry would suspect deeper competitive or cost structure issues.
8.44%
Operating income growth under 50% of ON's 133.71%. Michael Burry would be concerned about deeper cost or sales issues.
3.96%
Net income growth under 50% of ON's 135.03%. Michael Burry would suspect the firm is falling well behind a key competitor.
5.56%
EPS growth under 50% of ON's 135.65%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
5.56%
Diluted EPS growth under 50% of ON's 135.65%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.59%
Slight or no buybacks while ON is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.84%
Slight or no buyback while ON is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
38.32%
Dividend growth of 38.32% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
30.10%
Positive OCF growth while ON is negative. John Neff would see this as a clear operational advantage vs. the competitor.
26.88%
Positive FCF growth while ON is negative. John Neff would see a strong competitive edge in net cash generation.
129.53%
10Y revenue/share CAGR above 1.5x ON's 71.75%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
77.01%
5Y revenue/share CAGR above 1.5x ON's 19.72%. David Dodd would look for consistent product or market expansions fueling outperformance.
44.21%
Positive 3Y CAGR while ON is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
No Data
No Data available this quarter, please select a different quarter.
2867.62%
5Y OCF/share CAGR above 1.5x ON's 17.99%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
31.90%
Positive 3Y OCF/share CAGR while ON is negative. John Neff might see a big short-term edge in operational efficiency.
378.63%
Net income/share CAGR above 1.5x ON's 245.86% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
3684.73%
Below 50% of ON's 12132.26%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
303.89%
Positive short-term CAGR while ON is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
No Data available this quarter, please select a different quarter.
37.08%
Below 50% of ON's 142.72%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
53.77%
3Y equity/share CAGR similar to ON's 54.30%. Walter Schloss sees both having parallel profitability or reinvestment over 3 years.
No Data
No Data available this quarter, please select a different quarter.
20.80%
Dividend/share CAGR of 20.80% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
10.83%
3Y dividend/share CAGR of 10.83% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
13.60%
AR growth well above ON's 12.36%. Michael Burry fears inflated revenue or higher default risk in the near future.
5.04%
Inventory growth well above ON's 0.43%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
8.58%
Positive asset growth while ON is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
7.55%
BV/share growth above 1.5x ON's 0.51%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
4.60%
Debt growth far above ON's 0.13%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
2.79%
We increase R&D while ON cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-5.72%
We cut SG&A while ON invests at 1.18%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.