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.
10.39%
Revenue growth 1.25-1.5x ON's 8.21%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
12.03%
Gross profit growth at 50-75% of ON's 17.21%. Martin Whitman would question if cost structure or brand is lagging.
24.89%
EBIT growth below 50% of ON's 102.95%. Michael Burry would suspect deeper competitive or cost structure issues.
24.89%
Operating income growth under 50% of ON's 102.95%. Michael Burry would be concerned about deeper cost or sales issues.
20.16%
Net income growth under 50% of ON's 92.65%. Michael Burry would suspect the firm is falling well behind a key competitor.
19.05%
EPS growth under 50% of ON's 93.43%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
19.05%
Diluted EPS growth under 50% of ON's 93.43%. Michael Burry would worry about an eroding competitive position or excessive dilution.
1.79%
Share reduction more than 1.5x ON's 10.37%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
-1.12%
Reduced diluted shares while ON is at 10.37%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-1.76%
Both companies cut dividends. Martin Whitman would look for a common factor, such as cyclical downturn or liquidity constraints.
28.75%
OCF growth under 50% of ON's 61.28%. Michael Burry might suspect questionable revenue recognition or rising costs.
1975.00%
FCF growth 1.25-1.5x ON's 1481.82%. Bruce Berkowitz would see if capex decisions or cost controls create a cash flow advantage.
7.68%
Positive 10Y revenue/share CAGR while ON is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
22.96%
Positive 5Y CAGR while ON is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
61.53%
Positive 3Y CAGR while ON is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
45.01%
Positive long-term OCF/share growth while ON is negative. John Neff would see a structural advantage in sustained cash generation.
48.79%
Positive OCF/share growth while ON is negative. John Neff might see a comparative advantage in operational cash viability.
-12.33%
Negative 3Y OCF/share CAGR while ON stands at 285.47%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
99.88%
Positive 10Y CAGR while ON is negative. John Neff might see a substantial advantage in bottom-line trajectory.
21.43%
Positive 5Y CAGR while ON is negative. John Neff might view this as a strong mid-term relative advantage.
327.27%
3Y net income/share CAGR above 1.5x ON's 98.42%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
287.62%
Positive growth while ON is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
68.15%
Positive 5Y equity/share CAGR while ON is negative. John Neff might see a clear edge in retaining earnings or managing capital better.
-0.31%
Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.
81.51%
Dividend/share CAGR of 81.51% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
-1.12%
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.
1.53%
3Y dividend/share CAGR of 1.53% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
15.02%
AR growth well above ON's 4.95%. Michael Burry fears inflated revenue or higher default risk in the near future.
11.93%
Inventory growth well above ON's 7.34%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
1.68%
Asset growth well under 50% of ON's 4.01%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
1.11%
Under 50% of ON's 8.46%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-4.70%
We’re deleveraging while ON stands at 2.87%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
4.05%
R&D growth drastically higher vs. ON's 6.38%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
5.93%
SG&A growth well above ON's 7.87%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.