205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Profitability reveals how effectively the business turns revenues into profits. Higher and improving margins or returns on capital suggest a durable competitive advantage, supporting a stronger intrinsic valuation.
7.81%
ROE above 1.5x ON's 2.14%. David Dodd would confirm if such superior profitability is sustainable.
3.49%
ROA above 1.5x ON's 1.30%. David Dodd would verify if the company’s niche or scale drives superior asset efficiency.
7.42%
ROCE above 1.5x ON's 1.63%. David Dodd would check if sustainable process or technology advantages are in play.
33.66%
Gross margin 75-90% of ON's 37.58%. Bill Ackman would ask if incremental improvements can close the gap.
12.45%
Similar margin to ON's 13.17%. Walter Schloss would check if both companies share cost structures or economies of scale.
8.59%
Net margin 50-75% of ON's 11.60%. Martin Whitman would question if fundamental disadvantages limit net earnings.