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.
12.28%
Revenue growth 1.25-1.5x ON's 8.33%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
13.83%
Gross profit growth above 1.5x ON's 6.85%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
24.58%
Positive EBIT growth while ON is negative. John Neff might see a substantial edge in operational management.
24.89%
Positive operating income growth while ON is negative. John Neff might view this as a competitive edge in operations.
18.19%
Positive net income growth while ON is negative. John Neff might see a big relative performance advantage.
23.46%
Positive EPS growth while ON is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
24.05%
Positive diluted EPS growth while ON is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.22%
Share reduction while ON is at 0.22%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
0.10%
Diluted share reduction more than 1.5x ON's 0.53%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
0.22%
Dividend growth of 0.22% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
32.18%
OCF growth 1.25-1.5x ON's 27.35%. Bruce Berkowitz would see if superior pricing or efficient operations explain the gap.
39.85%
FCF growth under 50% of ON's 85.44%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
46.99%
10Y revenue/share CAGR at 50-75% of ON's 76.53%. Martin Whitman would question if the firm’s offerings lag behind the competitor.
21.16%
5Y revenue/share CAGR 1.25-1.5x ON's 14.29%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.
24.02%
3Y revenue/share CAGR at 50-75% of ON's 43.63%. Martin Whitman would question if the firm lags behind competitor innovations.
407.30%
10Y OCF/share CAGR above 1.5x ON's 15.85%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
41.89%
5Y OCF/share CAGR above 1.5x ON's 20.16%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
34.40%
3Y OCF/share CAGR under 50% of ON's 139.38%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
107.43%
Positive 10Y CAGR while ON is negative. John Neff might see a substantial advantage in bottom-line trajectory.
84.05%
5Y net income/share CAGR at 50-75% of ON's 122.07%. Martin Whitman might see a shortfall in operational efficiency or brand power.
68.48%
Positive short-term CAGR while ON is negative. John Neff would see a clear advantage in near-term profit trajectory.
28.66%
Below 50% of ON's 6761.41%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
6.60%
Below 50% of ON's 24.38%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
1.90%
Below 50% of ON's 27.26%. Michael Burry suspects a serious short-term disadvantage in building book value.
1149.23%
Stable or rising dividend while ON is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.
194.94%
Dividend/share CAGR of 194.94% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
35.78%
3Y dividend/share CAGR of 35.78% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
7.34%
AR growth is negative/stable vs. ON's 38.51%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
-3.62%
Inventory is declining while ON stands at 44.37%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
3.33%
Asset growth well under 50% of ON's 11.37%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.48%
BV/share growth above 1.5x ON's 1.42%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-0.03%
We’re deleveraging while ON stands at 4.74%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
3.52%
R&D dropping or stable vs. ON's 8.25%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
-2.64%
We cut SG&A while ON invests at 25.94%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.