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.
6.79%
Revenue growth at 50-75% of ON's 9.79%. Martin Whitman would worry about competitiveness or product relevance.
7.87%
Gross profit growth at 50-75% of ON's 12.78%. Martin Whitman would question if cost structure or brand is lagging.
20.72%
EBIT growth 50-75% of ON's 41.18%. Martin Whitman would suspect suboptimal resource allocation.
12.68%
Operating income growth under 50% of ON's 41.18%. Michael Burry would be concerned about deeper cost or sales issues.
24.76%
Positive net income growth while ON is negative. John Neff might see a big relative performance advantage.
24.49%
Positive EPS growth while ON is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
24.14%
Positive diluted EPS growth while ON is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.22%
Share count expansion well above ON's 0.12%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.32%
Diluted share reduction more than 1.5x ON's 3.18%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
13.33%
Dividend growth of 13.33% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
47.26%
OCF growth under 50% of ON's 145.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
47.49%
FCF growth 50-75% of ON's 80.65%. Martin Whitman would see if structural disadvantages exist in generating free cash.
47.46%
10Y revenue/share CAGR under 50% of ON's 163.49%. Michael Burry would suspect a lasting competitive disadvantage.
40.65%
5Y revenue/share CAGR at 50-75% of ON's 72.62%. Martin Whitman would worry about a lagging mid-term growth trajectory.
16.50%
3Y revenue/share CAGR above 1.5x ON's 8.31%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
120.33%
10Y OCF/share CAGR at 50-75% of ON's 164.39%. Martin Whitman might fear a structural deficiency in operational efficiency.
63.52%
Below 50% of ON's 155.45%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
18.07%
3Y OCF/share CAGR under 50% of ON's 84.15%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
128.52%
Net income/share CAGR above 1.5x ON's 53.95% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
122.19%
5Y net income/share CAGR above 1.5x ON's 64.99%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
425.94%
Positive short-term CAGR while ON is negative. John Neff would see a clear advantage in near-term profit trajectory.
12.26%
Below 50% of ON's 173.34%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
1.64%
Below 50% of ON's 120.67%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
-4.74%
Negative 3Y equity/share growth while ON is at 31.36%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.
681.02%
Dividend/share CAGR of 681.02% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
167.12%
Dividend/share CAGR of 167.12% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
64.37%
3Y dividend/share CAGR of 64.37% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
1.58%
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.
-5.65%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
6.28%
Positive asset growth while ON is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
10.11%
BV/share growth above 1.5x ON's 3.09%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
4.74%
We have some new debt while ON reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
0.52%
R&D dropping or stable vs. ON's 2.31%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
-2.21%
We cut SG&A while ON invests at 4.63%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.