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.
-12.12%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-16.95%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-79.40%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-83.45%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-66.33%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-66.18%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-65.67%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-1.50%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-1.49%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
22.98%
Dividend growth of 22.98% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
-9.73%
Negative OCF growth while ON is at 1047.90%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-5.99%
Negative FCF growth while ON is at 213.80%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
103.30%
10Y revenue/share CAGR above 1.5x ON's 0.32%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
3.27%
5Y revenue/share CAGR under 50% of ON's 14.98%. Michael Burry would suspect a significant competitive gap or product weakness.
10.62%
3Y revenue/share CAGR under 50% of ON's 29.82%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
113.57%
10Y OCF/share CAGR under 50% of ON's 633.31%. Michael Burry would worry about a persistent underperformance in cash creation.
-6.01%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
20.95%
3Y OCF/share CAGR at 75-90% of ON's 26.68%. Bill Ackman would press for improvements in margin or overhead to catch up.
165.64%
Positive 10Y CAGR while ON is negative. John Neff might see a substantial advantage in bottom-line trajectory.
-56.90%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-55.02%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
49.55%
Below 50% of ON's 180.56%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
35.46%
Below 50% of ON's 5802.20%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
25.81%
3Y equity/share CAGR at 75-90% of ON's 31.10%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
856.00%
Dividend/share CAGR of 856.00% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
109.92%
Stable or rising mid-term dividends while ON is cutting. John Neff sees an edge in consistent payouts vs. the competitor.
76.00%
3Y dividend/share CAGR of 76.00% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
-24.21%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
-4.92%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
-2.19%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
-2.41%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-0.07%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-8.21%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-5.08%
We cut SG&A while ON invests at 4.94%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.