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.
1.38%
Revenue growth under 50% of ON's 4.32%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
2.44%
Gross profit growth under 50% of ON's 12.61%. Michael Burry would be concerned about a severe competitive disadvantage.
1.49%
EBIT growth below 50% of ON's 41.46%. Michael Burry would suspect deeper competitive or cost structure issues.
4.16%
Operating income growth under 50% of ON's 41.46%. Michael Burry would be concerned about deeper cost or sales issues.
0.83%
Net income growth under 50% of ON's 68.22%. Michael Burry would suspect the firm is falling well behind a key competitor.
0.96%
EPS growth under 50% of ON's 67.44%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
0.98%
Diluted EPS growth under 50% of ON's 66.67%. Michael Burry would worry about an eroding competitive position or excessive dilution.
No Data
No Data available this quarter, please select a different quarter.
-0.11%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
No Data available this quarter, please select a different quarter.
14.47%
Positive OCF growth while ON is negative. John Neff would see this as a clear operational advantage vs. the competitor.
11.93%
Positive FCF growth while ON is negative. John Neff would see a strong competitive edge in net cash generation.
66.03%
10Y revenue/share CAGR at 50-75% of ON's 102.20%. Martin Whitman would question if the firm’s offerings lag behind the competitor.
37.03%
5Y revenue/share CAGR under 50% of ON's 76.91%. Michael Burry would suspect a significant competitive gap or product weakness.
14.40%
3Y revenue/share CAGR 1.25-1.5x ON's 11.66%. Bruce Berkowitz might see better product or regional expansions than the competitor.
164.44%
10Y OCF/share CAGR at 50-75% of ON's 292.51%. Martin Whitman might fear a structural deficiency in operational efficiency.
86.38%
Below 50% of ON's 226.65%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
21.04%
3Y OCF/share CAGR at 75-90% of ON's 23.84%. Bill Ackman would press for improvements in margin or overhead to catch up.
301.53%
Below 50% of ON's 753.42%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
118.16%
Below 50% of ON's 2860.94%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
30.19%
Below 50% of ON's 83.36%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
36.59%
Below 50% of ON's 186.19%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
28.13%
Below 50% of ON's 130.09%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
21.31%
3Y equity/share CAGR at 75-90% of ON's 28.18%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
688.88%
Dividend/share CAGR of 688.88% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
167.47%
Dividend/share CAGR of 167.47% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
64.28%
3Y dividend/share CAGR of 64.28% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
3.90%
AR growth well above ON's 7.61%. Michael Burry fears inflated revenue or higher default risk in the near future.
0.38%
Inventory shrinking or stable vs. ON's 1.40%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
12.96%
Asset growth above 1.5x ON's 4.03%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
8.95%
Similar to ON's 8.20%. Walter Schloss finds parallel capital usage or profit distribution strategies.
23.80%
Debt growth far above ON's 0.16%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
-0.77%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-3.06%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.