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.
8.98%
Revenue growth above 1.5x ON's 0.13%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
13.85%
Gross profit growth above 1.5x ON's 2.39%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
55.96%
EBIT growth above 1.5x ON's 12.38%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
34.61%
Operating income growth above 1.5x ON's 12.38%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
52.80%
Net income growth above 1.5x ON's 25.00%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
58.33%
EPS growth above 1.5x ON's 25.00%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
58.33%
Diluted EPS growth above 1.5x ON's 25.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-4.00%
Share reduction while ON is at 0.12%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-3.80%
Reduced diluted shares while ON is at 0.00%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.68%
Both companies cut dividends. Martin Whitman would look for a common factor, such as cyclical downturn or liquidity constraints.
58.13%
OCF growth at 75-90% of ON's 71.27%. Bill Ackman would demand better working capital management or cost discipline.
131.71%
FCF growth above 1.5x ON's 80.15%. David Dodd would verify if the firm’s strategic investments yield superior returns.
-8.26%
Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.
19.49%
Positive 5Y CAGR while ON is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
74.31%
Positive 3Y CAGR while ON is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
93.48%
Positive long-term OCF/share growth while ON is negative. John Neff would see a structural advantage in sustained cash generation.
35.53%
Positive OCF/share growth while ON is negative. John Neff might see a comparative advantage in operational cash viability.
148.63%
Positive 3Y OCF/share CAGR while ON is negative. John Neff might see a big short-term edge in operational efficiency.
107.17%
Below 50% of ON's 679.71%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
-49.18%
Negative 5Y net income/share CAGR while ON is 679.71%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
669.14%
3Y net income/share CAGR above 1.5x ON's 139.99%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
195.47%
Positive growth while ON is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
-5.11%
Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.
17.24%
3Y equity/share CAGR at 50-75% of ON's 28.93%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
63.48%
Dividend/share CAGR of 63.48% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
26.48%
Dividend/share CAGR of 26.48% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
9.16%
3Y dividend/share CAGR of 9.16% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
12.15%
Our AR growth while ON is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
-3.45%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
-3.72%
Negative asset growth while ON invests at 1.78%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
0.31%
Under 50% of ON's 3.13%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-3.22%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-0.40%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-1.45%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.