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.
9.31%
Revenue growth above 1.5x ON's 1.59%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
11.33%
Gross profit growth under 50% of ON's 87.85%. Michael Burry would be concerned about a severe competitive disadvantage.
14.74%
EBIT growth below 50% of ON's 138.01%. Michael Burry would suspect deeper competitive or cost structure issues.
18.05%
Operating income growth under 50% of ON's 133.71%. Michael Burry would be concerned about deeper cost or sales issues.
9.84%
Net income growth under 50% of ON's 135.03%. Michael Burry would suspect the firm is falling well behind a key competitor.
10.85%
EPS growth under 50% of ON's 135.65%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
10.16%
Diluted EPS growth under 50% of ON's 135.65%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.22%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.44%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-0.02%
Dividend reduction while ON stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
119.08%
Positive OCF growth while ON is negative. John Neff would see this as a clear operational advantage vs. the competitor.
302.55%
Positive FCF growth while ON is negative. John Neff would see a strong competitive edge in net cash generation.
56.74%
10Y revenue/share CAGR at 75-90% of ON's 71.75%. Bill Ackman would press for new markets or product lines to narrow the gap.
38.54%
5Y revenue/share CAGR above 1.5x ON's 19.72%. David Dodd would look for consistent product or market expansions fueling outperformance.
-13.53%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
158.33%
10Y OCF/share CAGR above 1.5x ON's 86.78%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
9.09%
5Y OCF/share CAGR at 50-75% of ON's 17.99%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
6.59%
Positive 3Y OCF/share CAGR while ON is negative. John Neff might see a big short-term edge in operational efficiency.
111.90%
Below 50% of ON's 245.86%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
-5.33%
Negative 5Y net income/share CAGR while ON is 12132.26%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-42.73%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
83.06%
Below 50% of ON's 411.86%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
116.48%
5Y equity/share CAGR at 75-90% of ON's 142.72%. Bill Ackman might push for an improved ROE or share repurchase strategy to keep up.
17.94%
Below 50% of ON's 54.30%. Michael Burry suspects a serious short-term disadvantage in building book value.
297.32%
Dividend/share CAGR of 297.32% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
51.38%
Dividend/share CAGR of 51.38% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
18.05%
3Y dividend/share CAGR of 18.05% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
-36.69%
Firm’s AR is declining while ON shows 12.36%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
2.67%
Inventory growth well above ON's 0.43%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
3.48%
Positive asset growth while ON is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
0.20%
Under 50% of ON's 0.51%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
9.30%
Debt growth far above ON's 0.13%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
1.93%
We increase R&D while ON cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
2.75%
SG&A growth well above ON's 1.18%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.