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.
10.89%
Revenue growth at 75-90% of ON's 12.37%. Bill Ackman would push for innovation or market expansion to catch up.
14.06%
Gross profit growth under 50% of ON's 30.16%. Michael Burry would be concerned about a severe competitive disadvantage.
32.73%
EBIT growth 50-75% of ON's 52.55%. Martin Whitman would suspect suboptimal resource allocation.
32.73%
Operating income growth at 50-75% of ON's 52.55%. Martin Whitman would doubt the firm’s ability to compete efficiently.
308.03%
Net income growth above 1.5x ON's 67.08%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
316.22%
EPS growth above 1.5x ON's 61.54%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
316.67%
Diluted EPS growth above 1.5x ON's 58.33%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-2.02%
Share reduction while ON is at 3.53%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.98%
Reduced diluted shares while ON is at 2.68%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.07%
Dividend reduction while ON stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
14.72%
OCF growth under 50% of ON's 60.79%. Michael Burry might suspect questionable revenue recognition or rising costs.
77.85%
Positive FCF growth while ON is negative. John Neff would see a strong competitive edge in net cash generation.
50.46%
Positive 10Y revenue/share CAGR while ON is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
109.30%
Positive 5Y CAGR while ON is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
75.93%
Positive 3Y CAGR while ON is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
278.11%
Positive long-term OCF/share growth while ON is negative. John Neff would see a structural advantage in sustained cash generation.
25.75%
Below 50% of ON's 364.30%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
88.16%
3Y OCF/share CAGR under 50% of ON's 755.27%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2966.45%
Net income/share CAGR above 1.5x ON's 1772.86% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
1497.30%
5Y net income/share CAGR above 1.5x ON's 123.84%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
2095.75%
3Y net income/share CAGR above 1.5x ON's 164.30%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
191.78%
Positive growth while ON is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
16.42%
Positive 5Y equity/share CAGR while ON is negative. John Neff might see a clear edge in retaining earnings or managing capital better.
30.08%
Below 50% of ON's 92.70%. Michael Burry suspects a serious short-term disadvantage in building book value.
42.42%
Dividend/share CAGR of 42.42% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
46.49%
Dividend/share CAGR of 46.49% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
41.39%
3Y dividend/share CAGR of 41.39% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
7.29%
AR growth well above ON's 12.45%. Michael Burry fears inflated revenue or higher default risk in the near future.
7.14%
Inventory growth well above ON's 11.42%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
13.46%
Asset growth at 75-90% of ON's 17.51%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
16.14%
Under 50% of ON's 67.80%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-86.48%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
0.56%
R&D dropping or stable vs. ON's 6.78%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
-0.71%
We cut SG&A while ON invests at 6.80%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.