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.
2.24%
Revenue growth above 1.5x ON's 0.94%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
47.23%
Gross profit growth at 75-90% of ON's 59.02%. Bill Ackman would demand operational improvements to match competitor gains.
83.58%
EBIT growth 1.25-1.5x ON's 70.45%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
83.58%
Operating income growth 1.25-1.5x ON's 70.45%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
67.24%
Net income growth at 75-90% of ON's 88.92%. Bill Ackman would press for improvements to catch or surpass competitor performance.
72.41%
EPS growth at 75-90% of ON's 89.02%. Bill Ackman would push for improved profitability or share repurchases to catch up.
72.41%
Diluted EPS growth at 75-90% of ON's 88.76%. Bill Ackman would expect further improvements in net income or share count reduction.
18.75%
Share count expansion well above ON's 2.27%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
18.75%
Diluted share change of 18.75% while ON is zero. Bruce Berkowitz might see a minor difference that could widen over time.
-13.45%
Dividend reduction while ON stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
-62.05%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-67.65%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
-45.13%
Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.
-35.18%
Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.
-24.61%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
1782.46%
Positive long-term OCF/share growth while ON is negative. John Neff would see a structural advantage in sustained cash generation.
-18.33%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
14.77%
Positive 3Y OCF/share CAGR while ON is negative. John Neff might see a big short-term edge in operational efficiency.
-148.33%
Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.
-123.65%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-112.54%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
216.59%
Positive growth while ON is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
124.69%
Positive 5Y equity/share CAGR while ON is negative. John Neff might see a clear edge in retaining earnings or managing capital better.
49.26%
Positive short-term equity growth while ON is negative. John Neff sees a strong advantage in near-term net worth buildup.
-27.60%
Cut dividends over 10 years while ON stands at 0.00%. Joel Greenblatt suspects a weaker ability to return capital vs. the competitor.
-7.16%
Negative 5Y dividend/share CAGR while ON stands at 0.00%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.
-5.66%
Negative near-term dividend growth while ON invests at 0.00%. Joel Greenblatt sees a weaker short-term distribution policy unless justified by strategic spending.
4.26%
AR growth well above ON's 7.31%. Michael Burry fears inflated revenue or higher default risk in the near future.
2.26%
We show growth while ON is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
-1.53%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
-16.01%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
0.24%
We have some new debt while ON reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
1.57%
R&D growth drastically higher vs. ON's 2.37%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-11.96%
We cut SG&A while ON invests at 5.04%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.