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.
3.47%
Revenue growth at 50-75% of ON's 6.87%. Martin Whitman would worry about competitiveness or product relevance.
1.64%
Gross profit growth under 50% of ON's 8.27%. Michael Burry would be concerned about a severe competitive disadvantage.
3.82%
EBIT growth below 50% of ON's 19.44%. Michael Burry would suspect deeper competitive or cost structure issues.
1.96%
Operating income growth under 50% of ON's 19.44%. Michael Burry would be concerned about deeper cost or sales issues.
0.82%
Net income growth under 50% of ON's 24.89%. Michael Burry would suspect the firm is falling well behind a key competitor.
0.53%
EPS growth under 50% of ON's 25.23%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
1.08%
Diluted EPS growth under 50% of ON's 25.24%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.11%
Slight or no buybacks while ON is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
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-0.11%
Dividend reduction while ON stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
20.60%
Positive OCF growth while ON is negative. John Neff would see this as a clear operational advantage vs. the competitor.
-126.40%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
80.64%
10Y revenue/share CAGR under 50% of ON's 217.68%. Michael Burry would suspect a lasting competitive disadvantage.
21.37%
5Y revenue/share CAGR at 50-75% of ON's 42.29%. Martin Whitman would worry about a lagging mid-term growth trajectory.
41.12%
3Y revenue/share CAGR at 50-75% of ON's 63.96%. Martin Whitman would question if the firm lags behind competitor innovations.
152.14%
10Y OCF/share CAGR under 50% of ON's 639.13%. Michael Burry would worry about a persistent underperformance in cash creation.
-17.56%
Negative 5Y OCF/share CAGR while ON is at 43.96%. Joel Greenblatt would question the firm’s operational model or cost structure.
-17.95%
Negative 3Y OCF/share CAGR while ON stands at 140.29%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
216.94%
Below 50% of ON's 1162.01%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
31.88%
Below 50% of ON's 267.24%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
25.88%
Below 50% of ON's 39225.00%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
74.95%
Below 50% of ON's 408.47%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
61.29%
Below 50% of ON's 124.82%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
110.37%
3Y equity/share CAGR similar to ON's 105.02%. Walter Schloss sees both having parallel profitability or reinvestment over 3 years.
342.27%
Dividend/share CAGR of 342.27% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
99.75%
Dividend/share CAGR of 99.75% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
37.90%
3Y dividend/share CAGR of 37.90% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
4.21%
AR growth well above ON's 7.21%. Michael Burry fears inflated revenue or higher default risk in the near future.
13.41%
Inventory growth well above ON's 8.24%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
5.88%
Asset growth 1.25-1.5x ON's 3.98%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
4.46%
50-75% of ON's 8.35%. Martin Whitman suspects weaker earnings or capital allocation vs. the competitor.
10.79%
We have some new debt while ON reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
4.84%
R&D growth drastically higher vs. ON's 4.99%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-2.74%
We cut SG&A while ON invests at 7.52%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.