205.24 - 207.41
139.95 - 221.69
4.54M / 6.59M (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.
6.02%
Revenue growth similar to ON's 5.68%. Walter Schloss would see if both companies share industry tailwinds.
7.03%
Gross profit growth similar to ON's 7.27%. Walter Schloss would assume both firms track common industry trends.
10.15%
EBIT growth above 1.5x ON's 6.19%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
10.59%
Operating income growth above 1.5x ON's 6.19%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
2.86%
Net income growth under 50% of ON's 11.25%. Michael Burry would suspect the firm is falling well behind a key competitor.
3.62%
EPS growth under 50% of ON's 9.09%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
3.70%
Diluted EPS growth under 50% of ON's 12.90%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.61%
Share reduction while ON is at 0.26%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.80%
Reduced diluted shares while ON is at 0.02%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.21%
Dividend reduction while ON stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
64.21%
OCF growth above 1.5x ON's 18.54%. David Dodd would confirm a clear edge in underlying cash generation.
70.86%
Positive FCF growth while ON is negative. John Neff would see a strong competitive edge in net cash generation.
61.96%
10Y revenue/share CAGR under 50% of ON's 140.68%. Michael Burry would suspect a lasting competitive disadvantage.
48.84%
5Y revenue/share CAGR under 50% of ON's 123.26%. Michael Burry would suspect a significant competitive gap or product weakness.
31.55%
3Y revenue/share CAGR under 50% of ON's 65.31%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
375.35%
10Y OCF/share CAGR at 75-90% of ON's 496.09%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.
205.86%
Below 50% of ON's 413.41%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
135.70%
3Y OCF/share CAGR at 75-90% of ON's 164.21%. Bill Ackman would press for improvements in margin or overhead to catch up.
222.83%
Net income/share CAGR at 50-75% of ON's 322.40%. Martin Whitman might question if the firm’s product or cost base lags behind.
140.33%
5Y net income/share CAGR at 50-75% of ON's 243.65%. Martin Whitman might see a shortfall in operational efficiency or brand power.
113.67%
3Y net income/share CAGR 50-75% of ON's 206.24%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
43.90%
Below 50% of ON's 176.37%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
8.47%
Below 50% of ON's 126.17%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
10.29%
Below 50% of ON's 92.31%. Michael Burry suspects a serious short-term disadvantage in building book value.
520.27%
Dividend/share CAGR of 520.27% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
121.41%
Dividend/share CAGR of 121.41% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
81.19%
3Y dividend/share CAGR of 81.19% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
6.67%
AR growth well above ON's 0.27%. Michael Burry fears inflated revenue or higher default risk in the near future.
2.85%
Inventory growth well above ON's 3.83%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
5.83%
Asset growth above 1.5x ON's 0.47%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
0.54%
Under 50% of ON's 4.65%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
24.23%
We have some new debt while ON reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-0.26%
Our R&D shrinks while ON invests at 7.67%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
1.85%
SG&A declining or stable vs. ON's 5.11%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.