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.
-10.04%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-13.64%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-18.51%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-18.97%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-19.78%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-20.21%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-19.46%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
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-0.11%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
4.88%
Dividend growth of 4.88% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
-0.67%
Negative OCF growth while ON is at 7.87%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
75.57%
FCF growth under 50% of ON's 242.07%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
61.04%
10Y revenue/share CAGR under 50% of ON's 190.53%. Michael Burry would suspect a lasting competitive disadvantage.
15.12%
5Y revenue/share CAGR under 50% of ON's 30.75%. Michael Burry would suspect a significant competitive gap or product weakness.
1.24%
3Y revenue/share CAGR under 50% of ON's 34.06%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
91.92%
10Y OCF/share CAGR under 50% of ON's 397.45%. Michael Burry would worry about a persistent underperformance in cash creation.
-5.86%
Negative 5Y OCF/share CAGR while ON is at 41.38%. Joel Greenblatt would question the firm’s operational model or cost structure.
-8.36%
Negative 3Y OCF/share CAGR while ON stands at 46.66%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
220.89%
Below 50% of ON's 1288.13%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
16.14%
Below 50% of ON's 230.90%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
-17.80%
Negative 3Y CAGR while ON is 507.44%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
87.00%
Below 50% of ON's 448.28%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
97.18%
5Y equity/share CAGR at 50-75% of ON's 138.96%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
86.15%
3Y equity/share CAGR at 75-90% of ON's 111.31%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
333.29%
Dividend/share CAGR of 333.29% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
68.41%
Dividend/share CAGR of 68.41% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
27.57%
3Y dividend/share CAGR of 27.57% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
-9.56%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
2.33%
Inventory growth well above ON's 1.30%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
2.24%
Positive asset growth while ON is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
1.60%
Under 50% of ON's 4.71%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
5.05%
We have some new debt while ON reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-2.34%
Our R&D shrinks while ON invests at 4.74%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-3.10%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.