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.
5.62%
Revenue growth 1.25-1.5x ON's 4.13%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
14.26%
Gross profit growth similar to ON's 13.35%. Walter Schloss would assume both firms track common industry trends.
51.57%
EBIT growth 1.25-1.5x ON's 35.01%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
129.37%
Operating income growth above 1.5x ON's 35.01%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
82.32%
Net income growth at 50-75% of ON's 111.06%. Martin Whitman would question fundamental disadvantages in expenses or demand.
84.37%
EPS growth at 50-75% of ON's 120.00%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
81.25%
Diluted EPS growth at 50-75% of ON's 120.00%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
-0.36%
Share reduction while ON is at 0.27%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.53%
Reduced diluted shares while ON is at 0.18%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
33.67%
Dividend growth of 33.67% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
87.22%
Positive OCF growth while ON is negative. John Neff would see this as a clear operational advantage vs. the competitor.
109.06%
Positive FCF growth while ON is negative. John Neff would see a strong competitive edge in net cash generation.
104.15%
10Y revenue/share CAGR above 1.5x ON's 5.39%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
8.82%
5Y revenue/share CAGR 1.25-1.5x ON's 7.80%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.
-4.55%
Negative 3Y CAGR while ON stands at 12.66%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
179.43%
10Y OCF/share CAGR at 50-75% of ON's 316.42%. Martin Whitman might fear a structural deficiency in operational efficiency.
55.41%
5Y OCF/share CAGR above 1.5x ON's 16.10%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
31.35%
Positive 3Y OCF/share CAGR while ON is negative. John Neff might see a big short-term edge in operational efficiency.
754.81%
Net income/share CAGR above 1.5x ON's 132.54% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
34.33%
5Y net income/share CAGR 1.25-1.5x ON's 22.92%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
-6.00%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
58.52%
Below 50% of ON's 174.93%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
32.67%
5Y equity/share CAGR 1.25-1.5x ON's 22.20%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
24.26%
3Y equity/share CAGR 1.25-1.5x ON's 16.21%. Bruce Berkowitz confirms timely buybacks or margin improvements drive stronger near-term equity growth.
1208.79%
Dividend/share CAGR of 1208.79% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
180.15%
Dividend/share CAGR of 180.15% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
130.21%
3Y dividend/share CAGR of 130.21% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
11.85%
AR growth well above ON's 17.05%. Michael Burry fears inflated revenue or higher default risk in the near future.
1.18%
We show growth while ON is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
-1.54%
Negative asset growth while ON invests at 0.27%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
1.43%
Under 50% of ON's 3.36%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-9.11%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-7.16%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
2.61%
SG&A declining or stable vs. ON's 9.87%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.