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.
-10.89%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-14.65%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-17.85%
Negative EBIT growth while ON is at 65.91%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-18.75%
Negative operating income growth while ON is at 65.91%. Joel Greenblatt would press for urgent turnaround measures.
-14.51%
Negative net income growth while ON stands at 93.75%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-13.94%
Negative EPS growth while ON is at 94.44%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-13.77%
Negative diluted EPS growth while ON is at 92.86%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.77%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.76%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
7.68%
Dividend growth of 7.68% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
-26.17%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-45.60%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
92.58%
10Y revenue/share CAGR under 50% of ON's 221.00%. Michael Burry would suspect a lasting competitive disadvantage.
35.39%
5Y revenue/share CAGR at 50-75% of ON's 49.92%. Martin Whitman would worry about a lagging mid-term growth trajectory.
43.56%
3Y revenue/share CAGR similar to ON's 42.63%. Walter Schloss would assume both companies experience comparable short-term cycles.
131.20%
10Y OCF/share CAGR under 50% of ON's 455.67%. Michael Burry would worry about a persistent underperformance in cash creation.
15.09%
Below 50% of ON's 220.08%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
19.89%
3Y OCF/share CAGR under 50% of ON's 658.00%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
812.98%
Net income/share CAGR 1.25-1.5x ON's 553.86%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.
520.08%
5Y net income/share CAGR above 1.5x ON's 11.96%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
88.83%
Below 50% of ON's 916.60%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
63.37%
Below 50% of ON's 371.92%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
53.31%
Below 50% of ON's 118.63%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
68.54%
3Y equity/share CAGR at 75-90% of ON's 78.15%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
487.06%
Dividend/share CAGR of 487.06% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
99.82%
Dividend/share CAGR of 99.82% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
37.51%
3Y dividend/share CAGR of 37.51% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
-7.11%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
14.68%
Inventory growth well above ON's 2.63%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
4.41%
Asset growth at 50-75% of ON's 7.91%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
1.26%
Under 50% of ON's 9.52%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
14.39%
Debt growth far above ON's 0.59%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
0.70%
We increase R&D while ON cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-0.46%
We cut SG&A while ON invests at 11.01%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.